|
1
|
|
$56.6M
|
-$10M
|
-166,827
|
-16%
|
|
|
2
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.7M
|
-$3.48M
|
-57,880
|
-22%
|
|
|
3
|
|
$12.6M
|
-$520K
|
-8,656
|
-4%
|
|
|
4
|
|
$8.4M
|
+$569K
|
+9,479
|
+8%
|
|
|
5
|
Money Design
Tokyo,
Japan
|
$8.29M
|
-$3.22M
|
-53,600
|
-29%
|
|
|
6
|
|
$7.19M
|
-$101K
|
-1,674
|
-1%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$7.04M
|
+$399K
|
+6,650
|
+6%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$6.16M
|
+$8.65K
|
+144
|
+0.1%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$5.56M
|
-$729K
|
-12,130
|
-12%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.49M
|
-$125K
|
-2,082
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.02M
|
-$7.45K
|
-124
|
-0.2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.24M
|
+$13.7K
|
+228
|
+0.3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.1M
|
-$240K
|
-4,000
|
-8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.51M
|
+$111K
|
+1,850
|
+5%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$2M
|
-$141K
|
-2,355
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.96M
|
-$126K
|
-2,096
|
-6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.94M
|
+$564K
|
+9,392
|
+44%
|
|
|
18
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.87M
|
+$3.54K
|
+59
|
+0.2%
|
|
|
19
|
|
$1.67M
|
+$5.89K
|
+98
|
+0.4%
|
|
|
20
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.48M
|
+$482K
|
+8,021
|
+52%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.2M
|
+$5.17K
|
+86
|
+0.5%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.2M
|
-$26.7K
|
-445
|
-2%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.01M
|
+$218K
|
+3,628
|
+29%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$960K
|
-$915K
|
-15,233
|
-50%
|
|
|
25
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$898K
|
–
|
–
|
–
|
|
