|
1
|
|
$55.9M
|
-$343K
|
-4,570
|
-0.6%
|
|
|
2
|
|
$19.3M
|
-$291K
|
-3,872
|
-2%
|
|
|
3
|
|
$16.6M
|
+$73.3K
|
+977
|
+0.5%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$16M
|
+$951K
|
+12,661
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$186K
|
-2,471
|
-2%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$9.89M
|
+$413K
|
+5,500
|
+5%
|
|
|
7
|
|
$9.15M
|
-$1.02M
|
-13,533
|
-10%
|
|
|
8
|
White Pine Investment Company
Livonia,
Michigan
|
$8.14M
|
+$207K
|
+2,752
|
+3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$6.68M
|
-$44.7K
|
-596
|
-0.7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.49M
|
+$122K
|
+1,622
|
+2%
|
|
|
11
|
Albion Financial Group
Salt Lake City,
Utah
|
$6.35M
|
+$151K
|
+2,006
|
+3%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.55M
|
+$752K
|
+10,020
|
+16%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.31M
|
+$479K
|
+6,381
|
+10%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$4.99M
|
-$332K
|
-4,419
|
-6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.05M
|
+$137K
|
+1,819
|
+4%
|
|
|
16
|
Money Design
Tokyo,
Japan
|
$3.63M
|
-$879K
|
-11,714
|
-20%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.15M
|
+$162K
|
+2,159
|
+6%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$2.94M
|
+$188K
|
+2,505
|
+7%
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.45M
|
+$21.4K
|
+285
|
+0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$57.3K
|
+763
|
+3%
|
|
|
21
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.03M
|
+$150K
|
+2,004
|
+8%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.88M
|
-$1.25M
|
-16,619
|
-41%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.61M
|
+$1.27M
|
+16,933
|
+467%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.59M
|
+$56.1K
|
+747
|
+4%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$1.56M
|
+$170K
|
+2,265
|
+13%
|
|
