|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$35.9M
|
+$581K
|
+13,220
|
+2%
|
|
|
2
|
Northland Capital Management
Virginia,
Minnesota
|
$29.8M
|
-$3.77M
|
-85,769
|
-11%
|
|
|
3
|
|
$26.9M
|
+$4.32M
|
+98,323
|
+19%
|
|
|
4
|
|
$26.1M
|
-$1.1M
|
-24,974
|
-4%
|
|
|
5
|
Portland Global Advisors
Portland,
Maine
|
$16.4M
|
+$398K
|
+9,060
|
+3%
|
|
|
6
|
Prosperity Planning
Kansas City,
Missouri
|
$11.8M
|
–
|
–
|
–
|
|
|
7
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$11.8M
|
+$672K
|
+15,287
|
+6%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.2M
|
-$93.5K
|
-2,128
|
-0.9%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.93M
|
+$639K
|
+14,540
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.76M
|
+$1.68M
|
+38,258
|
+24%
|
|
|
11
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$6.96M
|
+$603K
|
+13,720
|
+10%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$6.58M
|
+$265K
|
+6,022
|
+4%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.64M
|
-$184K
|
-4,194
|
-3%
|
|
|
14
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$5.36M
|
+$459K
|
+10,446
|
+9%
|
|
|
15
|
|
$5.3M
|
+$441K
|
+10,039
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.68M
|
-$221K
|
-5,031
|
-6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.56M
|
+$37.1K
|
+845
|
+1%
|
|
|
18
|
|
$3.13M
|
+$3.1M
|
+70,652
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.83M
|
+$127K
|
+2,898
|
+5%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.66M
|
+$128K
|
+2,923
|
+5%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
-$84.6K
|
-1,925
|
-3%
|
|
|
22
|
|
$2.52M
|
+$792K
|
+18,022
|
+46%
|
|
|
23
|
Sunflower Bank
Dallas,
Texas
|
$2.46M
|
–
|
–
|
–
|
|
|
24
|
Bigelow Investment Advisors
Portland,
Maine
|
$2.42M
|
-$389K
|
-8,847
|
-14%
|
|
|
25
|
MYeCFO
La Jolla,
California
|
$2.37M
|
-$152K
|
-3,469
|
-6%
|
|
