|
1
|
|
$51.1M
|
-$846K
|
-13,288
|
-2%
|
|
|
2
|
|
$13.8M
|
+$351K
|
+5,509
|
+3%
|
|
|
3
|
|
$13.1M
|
-$69.3K
|
-1,089
|
-0.6%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.6M
|
-$1.13M
|
-17,789
|
-9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$10.3M
|
+161,521
|
+2,855%
|
|
|
6
|
|
$8.89M
|
+$449K
|
+7,052
|
+6%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$8.13M
|
+$164K
|
+2,575
|
+2%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$6.86M
|
+$270K
|
+4,243
|
+4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$5.89M
|
+$14.4K
|
+226
|
+0.3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.71M
|
+$171K
|
+2,690
|
+3%
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.29M
|
+$9.04K
|
+142
|
+0.2%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$4.8M
|
-$986K
|
-15,491
|
-18%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.49M
|
+$4.46K
|
+70
|
+0.1%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.43M
|
+$4.15M
|
+65,190
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
-$24.4K
|
-383
|
-0.8%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
+$236K
|
+3,707
|
+8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.79M
|
+$696K
|
+10,932
|
+36%
|
|
|
18
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$2.46M
|
+$375K
|
+5,890
|
+19%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$2.46M
|
+$2.29M
|
+36,037
|
New
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.08M
|
-$44.1K
|
-693
|
-2%
|
|
|
21
|
|
$1.81M
|
+$5.79K
|
+91
|
+0.3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$272K
|
+4,277
|
+21%
|
|
|
23
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.58M
|
+$107K
|
+1,686
|
+8%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.3M
|
+$130K
|
+2,041
|
+12%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$1.23M
|
+$1.16M
|
+18,165
|
New
|
|
