|
1
|
|
$55.5M
|
+$5.58M
|
+91,786
|
+12%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$13.7M
|
+$13.3M
|
+219,068
|
New
|
|
|
3
|
|
$13M
|
+$502K
|
+8,258
|
+4%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$7.34M
|
+$224K
|
+3,674
|
+3%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$6.56M
|
–
|
–
|
–
|
|
|
6
|
White Pine Investment Company
Livonia,
Michigan
|
$4.56M
|
+$289K
|
+4,751
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.51M
|
-$79.2K
|
-1,301
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.7M
|
+$435K
|
+7,142
|
+14%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.56M
|
+$295K
|
+4,847
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.45M
|
-$168K
|
-2,768
|
-5%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$3.37M
|
+$415K
|
+6,825
|
+14%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.36M
|
–
|
–
|
–
|
|
|
13
|
Equitable Trust
Nashville,
Tennessee
|
$2.51M
|
+$998K
|
+16,410
|
+69%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.34M
|
-$63.4K
|
-1,042
|
-3%
|
|
|
15
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.27M
|
+$2.21M
|
+36,391
|
New
|
|
|
16
|
Blue Edge Capital
Richmond,
Virginia
|
$1.78M
|
-$474K
|
-7,796
|
-22%
|
|
|
17
|
|
$1.61M
|
+$4.68K
|
+77
|
+0.3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$240K
|
+3,945
|
+25%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.21M
|
+$110K
|
+1,803
|
+10%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.03M
|
+$197K
|
+3,230
|
+24%
|
|
|
21
|
Nottingham Advisors
Amherst,
New York
|
$964K
|
+$63.4K
|
+1,042
|
+7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$876K
|
-$1.51M
|
-24,801
|
-64%
|
|
|
23
|
KB Financial Partners
Princeton,
New Jersey
|
$781K
|
-$6.08K
|
-100
|
-0.8%
|
|
|
24
|
Silvercrest Asset Management
New York
|
$694K
|
–
|
–
|
–
|
|
|
25
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$673K
|
+$655K
|
+10,768
|
New
|
|
