|
1
|
|
$52.9M
|
+$1.49M
|
+26,069
|
+3%
|
|
|
2
|
Money Design
Tokyo,
Japan
|
$13.1M
|
+$2.25M
|
+39,551
|
+18%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.8M
|
+$2.49M
|
+43,767
|
+21%
|
|
|
4
|
|
$11.7M
|
+$1.18M
|
+20,618
|
+10%
|
|
|
5
|
|
$6.1M
|
-$72.6K
|
-1,274
|
-1%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$5.67M
|
-$118K
|
-2,070
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.59M
|
+$92K
|
+1,615
|
+2%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$5.37M
|
-$104K
|
-1,819
|
-2%
|
|
|
9
|
|
$5.02M
|
+$4.04M
|
+70,841
|
+260%
|
|
|
10
|
White Pine Investment Company
Livonia,
Michigan
|
$4.28M
|
+$162K
|
+2,836
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$874K
|
+15,332
|
+30%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.15M
|
+$127K
|
+2,228
|
+4%
|
|
|
13
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.83M
|
+$977K
|
+17,141
|
+45%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.42M
|
-$83K
|
-1,457
|
-3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.33M
|
-$25.3K
|
-444
|
-1%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
+$115K
|
+2,015
|
+7%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.49M
|
+$222K
|
+3,895
|
+15%
|
|
|
18
|
|
$1.33M
|
+$5.64K
|
+99
|
+0.4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$929K
|
-$43K
|
-754
|
-4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$896K
|
-$65.8K
|
-1,154
|
-6%
|
|
|
21
|
Equitable Trust
Nashville,
Tennessee
|
$809K
|
-$177K
|
-3,105
|
-16%
|
|
|
22
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$727K
|
–
|
–
|
–
|
|
|
23
|
KB Financial Partners
Princeton,
New Jersey
|
$724K
|
-$13.8K
|
-243
|
-2%
|
|
|
24
|
Nottingham Advisors
Amherst,
New York
|
$640K
|
+$15.7K
|
+276
|
+2%
|
|
|
25
|
Carson Advisory
Athens,
Georgia
|
$604K
|
-$28.5K
|
-500
|
-4%
|
|
