|
1
|
|
$54M
|
-$2.23M
|
-31,308
|
-4%
|
|
|
2
|
|
$18.8M
|
+$4.16M
|
+58,414
|
+30%
|
|
|
3
|
|
$15.9M
|
+$598K
|
+8,393
|
+4%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$14.4M
|
+$507K
|
+7,122
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$504K
|
-7,083
|
-4%
|
|
|
6
|
|
$9.8M
|
-$8.69K
|
-122
|
-0.1%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$9.09M
|
+$144K
|
+2,023
|
+2%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$7.61M
|
+$30.8K
|
+433
|
+0.4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$6.46M
|
-$44.9K
|
-630
|
-0.7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.11M
|
-$187K
|
-2,631
|
-3%
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.95M
|
+$105K
|
+1,470
|
+2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$5.13M
|
+$159K
|
+2,230
|
+3%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.62M
|
-$261K
|
-3,670
|
-6%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.58M
|
+$824K
|
+11,577
|
+23%
|
|
|
15
|
Money Design
Tokyo,
Japan
|
$4.37M
|
-$882K
|
-12,386
|
-18%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
+$12.5K
|
+175
|
+0.4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.05M
|
-$35.2K
|
-494
|
-1%
|
|
|
18
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$2.86M
|
+$134K
|
+1,883
|
+5%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$2.63M
|
-$68.5K
|
-962
|
-3%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.34M
|
+$42.3K
|
+594
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$125K
|
+1,758
|
+7%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.8M
|
+$46.2K
|
+649
|
+3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.47M
|
+$41.7K
|
+586
|
+3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.47M
|
+$965K
|
+13,557
|
+224%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.38M
|
+$60K
|
+842
|
+5%
|
|
