|
1
|
|
$59.3M
|
+$3.99M
|
+62,168
|
+7%
|
|
|
2
|
|
$13.3M
|
+$385K
|
+6,001
|
+3%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$7.74M
|
+$412K
|
+6,418
|
+5%
|
|
|
4
|
Leavell Investment Management
Mobile,
Alabama
|
$7.11M
|
+$17.3K
|
+270
|
+0.2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$6.69M
|
-$7.18M
|
-111,840
|
-51%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.14M
|
+$1.49M
|
+23,225
|
+39%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$4.77M
|
+$277K
|
+4,311
|
+6%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$4.61M
|
+$51K
|
+795
|
+1%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$3.73M
|
+$374K
|
+5,826
|
+11%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.51M
|
-$49.3K
|
-767
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
-$56.8K
|
-884
|
-2%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.33M
|
-$22.4K
|
-349
|
-0.6%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.47M
|
+$134K
|
+2,080
|
+6%
|
|
|
14
|
Equitable Trust
Nashville,
Tennessee
|
$2.45M
|
-$59.8K
|
-932
|
-2%
|
|
|
15
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.34M
|
+$69.6K
|
+1,084
|
+3%
|
|
|
16
|
Blue Edge Capital
Richmond,
Virginia
|
$2.26M
|
+$498K
|
+7,762
|
+27%
|
|
|
17
|
|
$1.61M
|
+$4.62K
|
+72
|
+0.3%
|
|
|
18
|
|
$1.61M
|
+$1.04M
|
+16,155
|
+168%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.39M
|
+$371K
|
+5,784
|
+35%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$122K
|
+1,898
|
+10%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.2M
|
-$5.65K
|
-88
|
-0.5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$880K
|
+$5.14K
|
+80
|
+0.6%
|
|
|
23
|
KB Financial Partners
Princeton,
New Jersey
|
$857K
|
+$79.1K
|
+1,232
|
+10%
|
|
|
24
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$836K
|
+$169K
|
+2,628
|
+24%
|
|
|
25
|
Silvercrest Asset Management
New York
|
$632K
|
-$62.3K
|
-970
|
-9%
|
|
