|
1
|
|
$72.3M
|
-$716K
|
-6,916
|
-1%
|
|
|
2
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$41.7M
|
-$279K
|
-2,691
|
-0.7%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$32.1M
|
-$523K
|
-5,049
|
-2%
|
|
|
4
|
|
$29.4M
|
+$907K
|
+8,760
|
+3%
|
|
|
5
|
|
$24.2M
|
-$1.86M
|
-17,925
|
-7%
|
|
|
6
|
|
$17.7M
|
+$3.24M
|
+31,301
|
+23%
|
|
|
7
|
Albion Financial Group
Salt Lake City,
Utah
|
$12.6M
|
+$127K
|
+1,223
|
+1%
|
|
|
8
|
Leavell Investment Management
Mobile,
Alabama
|
$12M
|
-$69.9K
|
-675
|
-0.6%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$10.8M
|
-$3.31K
|
-32
|
-0%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.94M
|
+$281K
|
+2,718
|
+3%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$8.53M
|
+$106K
|
+1,021
|
+1%
|
|
|
12
|
|
$8.38M
|
-$1.11M
|
-10,733
|
-12%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$7.89M
|
+$92.9K
|
+897
|
+1%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$7M
|
-$81.4K
|
-786
|
-1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.69M
|
+$1.25M
|
+12,054
|
+24%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$6.68M
|
-$395K
|
-3,818
|
-6%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.09M
|
+$133K
|
+1,289
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.63M
|
-$242K
|
-2,340
|
-5%
|
|
|
19
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.63M
|
+$94.8K
|
+916
|
+2%
|
|
|
20
|
Jordan Park Group
San Francisco,
California
|
$4.27M
|
+$773K
|
+7,463
|
+23%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.3M
|
+$882K
|
+8,514
|
+38%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.04M
|
+$102K
|
+982
|
+4%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.76M
|
+$93.3K
|
+901
|
+4%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.68M
|
-$99.8K
|
-964
|
-4%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$2.33M
|
+$67.3K
|
+650
|
+3%
|
|
