|
1
|
|
$46.6M
|
-$8.26M
|
-130,264
|
-15%
|
|
|
2
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.4M
|
+$84.5K
|
+1,332
|
+0.7%
|
|
|
3
|
|
$12M
|
-$53.3K
|
-841
|
-0.4%
|
|
|
4
|
|
$11.8M
|
+$3.85M
|
+60,775
|
+46%
|
|
|
5
|
|
$7.53M
|
+$625K
|
+9,852
|
+9%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$7.09M
|
+$320K
|
+5,050
|
+5%
|
|
|
7
|
White Pine Investment Company
Livonia,
Michigan
|
$5.89M
|
-$53.1K
|
-838
|
-0.9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$5.27M
|
-$91.4K
|
-1,442
|
-2%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$5.24M
|
-$2.86M
|
-45,153
|
-34%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
+$113K
|
+1,788
|
+2%
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.73M
|
-$585K
|
-9,228
|
-11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.01M
|
-$70.1K
|
-1,106
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.06M
|
+$76.1K
|
+1,200
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.78M
|
+$381K
|
+6,011
|
+15%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.9M
|
-$30.6K
|
-483
|
-2%
|
|
|
16
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.85M
|
+$50.7K
|
+799
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1.84M
|
-$50K
|
-788
|
-3%
|
|
|
18
|
|
$1.61M
|
+$6.09K
|
+96
|
+0.4%
|
|
|
19
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.32M
|
-$114K
|
-1,797
|
-8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
-$640K
|
-10,098
|
-33%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.23M
|
+$73.7K
|
+1,162
|
+6%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.1M
|
-$50K
|
-789
|
-4%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.04M
|
+$66.7K
|
+1,052
|
+7%
|
|
|
24
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$866K
|
–
|
–
|
–
|
|
|
25
|
KB Financial Partners
Princeton,
New Jersey
|
$777K
|
-$2.79K
|
-44
|
-0.3%
|
|
