|
1
|
|
$67.9M
|
+$2.86M
|
+43,178
|
+5%
|
|
|
2
|
|
$14.4M
|
-$188K
|
-2,838
|
-1%
|
|
|
3
|
Money Design
Tokyo,
Japan
|
$10.7M
|
+$10.4M
|
+156,551
|
New
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$10.6M
|
+$2.05M
|
+30,884
|
+25%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$7.82M
|
+$46.4K
|
+700
|
+0.6%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$7.14M
|
-$177K
|
-2,667
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.44M
|
+$793K
|
+11,949
|
+15%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$5.68M
|
+$445K
|
+6,707
|
+9%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$5.26M
|
+$219K
|
+3,303
|
+4%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.11M
|
+$32.7K
|
+493
|
+0.8%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.86M
|
+$26.6K
|
+401
|
+0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.61M
|
-$98.8K
|
-1,490
|
-3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.04M
|
+$335K
|
+5,049
|
+13%
|
|
|
14
|
|
$2.75M
|
+$967K
|
+14,571
|
+57%
|
|
|
15
|
Equitable Trust
Nashville,
Tennessee
|
$2.69M
|
+$11.2K
|
+169
|
+0.4%
|
|
|
16
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.59M
|
+$32K
|
+482
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$348K
|
+5,247
|
+24%
|
|
|
18
|
|
$1.76M
|
+$4.58K
|
+69
|
+0.3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.62M
|
+$98K
|
+1,477
|
+7%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.33M
|
+$11.2K
|
+169
|
+0.9%
|
|
|
21
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.18M
|
+$253K
|
+3,818
|
+29%
|
|
|
22
|
KB Financial Partners
Princeton,
New Jersey
|
$996K
|
+$57.5K
|
+866
|
+6%
|
|
|
23
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$971K
|
+$943K
|
+14,220
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$963K
|
–
|
–
|
–
|
|
|
25
|
Carson Advisory
Athens,
Georgia
|
$840K
|
+$816K
|
+12,300
|
New
|
|
