|
1
|
|
$58M
|
+$895K
|
+16,125
|
+2%
|
|
|
2
|
Ballentine Partners
Waltham,
Massachusetts
|
$14.2M
|
+$344K
|
+6,190
|
+2%
|
|
|
3
|
Money Design
Tokyo,
Japan
|
$13M
|
-$1.14M
|
-20,553
|
-8%
|
|
|
4
|
|
$12.1M
|
-$539K
|
-9,718
|
-4%
|
|
|
5
|
|
$6.13M
|
-$463K
|
-8,337
|
-7%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$6.11M
|
-$38.9K
|
-700
|
-0.6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$5.76M
|
-$39.2K
|
-706
|
-0.7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.69M
|
-$346K
|
-6,240
|
-6%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$5.12M
|
+$500K
|
+9,005
|
+11%
|
|
|
10
|
|
$4.84M
|
+$4.86M
|
+87,620
|
New
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.88M
|
+$825K
|
+14,865
|
+27%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$3.5M
|
+$98.6K
|
+1,776
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.03M
|
-$659K
|
-11,875
|
-18%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.34M
|
-$171K
|
-3,082
|
-7%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.1M
|
-$512K
|
-9,221
|
-20%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
+$170K
|
+3,067
|
+10%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.53M
|
-$76.2K
|
-1,372
|
-5%
|
|
|
18
|
|
$1.5M
|
-$3.94M
|
-70,931
|
-72%
|
|
|
19
|
|
$1.45M
|
+$5.38K
|
+97
|
+0.4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.01M
|
+$2.28K
|
+41
|
+0.2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$968K
|
–
|
–
|
–
|
|
|
22
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$797K
|
+$800K
|
+14,420
|
New
|
|
|
23
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$797K
|
+$800K
|
+14,419
|
New
|
|
|
24
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$786K
|
–
|
–
|
–
|
|
|
25
|
Equitable Trust
Nashville,
Tennessee
|
$786K
|
-$89.1K
|
-1,606
|
-10%
|
|
