|
1
|
|
$66.1M
|
+$1.71M
|
+26,638
|
+3%
|
|
|
2
|
|
$12.9M
|
-$755K
|
-11,789
|
-6%
|
|
|
3
|
Money Design
Tokyo,
Japan
|
$11.7M
|
+$1.53M
|
+23,892
|
+15%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$11.3M
|
+$1.22M
|
+18,970
|
+12%
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$7.46M
|
+$30.8K
|
+480
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.78M
|
+$658K
|
+10,266
|
+11%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$6.66M
|
-$126K
|
-1,967
|
-2%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$5.1M
|
+$103K
|
+1,614
|
+2%
|
|
|
9
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.1M
|
+$2.95M
|
+46,011
|
+267%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.86M
|
-$45.2K
|
-705
|
-1%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.54M
|
-$129K
|
-2,009
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.43M
|
+$2.37K
|
+37
|
+0.1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.97M
|
+$79.5K
|
+1,241
|
+3%
|
|
|
14
|
Equitable Trust
Nashville,
Tennessee
|
$2.53M
|
-$23.2K
|
-362
|
-0.9%
|
|
|
15
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.43M
|
-$29.8K
|
-465
|
-1%
|
|
|
16
|
|
$2.1M
|
-$506K
|
-7,890
|
-20%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
+$409K
|
+6,381
|
+27%
|
|
|
18
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.71M
|
+$1.69M
|
+26,385
|
New
|
|
|
19
|
|
$1.68M
|
+$5.13K
|
+80
|
+0.3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.23M
|
-$34.3K
|
-536
|
-3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.11M
|
-$620K
|
-9,671
|
-36%
|
|
|
22
|
KB Financial Partners
Princeton,
New Jersey
|
$933K
|
-$13.6K
|
-213
|
-1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$929K
|
+$19.7K
|
+307
|
+6%
|
|
|
24
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$922K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$914K
|
–
|
–
|
–
|
|
