|
1
|
|
$54.5M
|
-$865K
|
-14,730
|
-1%
|
|
|
2
|
Money Design
Tokyo,
Japan
|
$11.6M
|
+$2.07M
|
+35,245
|
+20%
|
|
|
3
|
|
$11.3M
|
+$573K
|
+9,755
|
+5%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$11.2M
|
+$1.96M
|
+33,313
|
+19%
|
|
|
5
|
|
$6.51M
|
+$7.04M
|
+119,963
|
+19,506%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$6.09M
|
-$123K
|
-2,100
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.81M
|
+$175K
|
+2,990
|
+3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$5.76M
|
+$247K
|
+4,209
|
+4%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$4.36M
|
+$127K
|
+2,156
|
+3%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.2M
|
-$9.86K
|
-168
|
-0.3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.77M
|
-$89.9K
|
-1,532
|
-3%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.63M
|
-$340K
|
-5,798
|
-11%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.48M
|
+$5.63K
|
+96
|
+0.2%
|
|
|
14
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.06M
|
+$43.8K
|
+746
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.63M
|
+$8.16K
|
+139
|
+0.5%
|
|
|
16
|
|
$1.47M
|
-$302K
|
-5,143
|
-16%
|
|
|
17
|
|
$1.4M
|
+$4.58K
|
+78
|
+0.3%
|
|
|
18
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.36M
|
-$2.23M
|
-38,005
|
-60%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$997K
|
+16,982
|
+263%
|
|
|
20
|
Equitable Trust
Nashville,
Tennessee
|
$1.02M
|
-$1.18M
|
-20,138
|
-52%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.02M
|
+$235
|
+4
|
+0%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$269K
|
+4,576
|
+32%
|
|
|
23
|
KB Financial Partners
Princeton,
New Jersey
|
$777K
|
+$1.58K
|
+27
|
+0.2%
|
|
|
24
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$767K
|
–
|
–
|
–
|
|
|
25
|
Carson Advisory
Athens,
Georgia
|
$664K
|
–
|
–
|
–
|
|
