|
1
|
|
$58.8M
|
-$226K
|
-2,695
|
-0.4%
|
|
|
2
|
|
$18.7M
|
-$1.82M
|
-21,767
|
-9%
|
|
|
3
|
|
$18M
|
+$193K
|
+2,298
|
+1%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.8M
|
+$582K
|
+6,939
|
+3%
|
|
|
5
|
|
$11.9M
|
+$12M
|
+142,776
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$963K
|
-11,482
|
-8%
|
|
|
7
|
Leavell Investment Management
Mobile,
Alabama
|
$9.77M
|
-$369K
|
-4,396
|
-4%
|
|
|
8
|
|
$9.45M
|
-$790K
|
-9,422
|
-8%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$9.04M
|
+$272K
|
+3,245
|
+3%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$8.04M
|
+$1.26M
|
+15,087
|
+18%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$6.74M
|
-$335K
|
-3,994
|
-5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.67M
|
-$165K
|
-1,973
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.32M
|
+$132K
|
+1,573
|
+2%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.39M
|
-$264K
|
-3,150
|
-5%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.11M
|
-$200K
|
-2,382
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
+$104K
|
+1,237
|
+3%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.41M
|
-$5.45K
|
-65
|
-0.2%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.91M
|
+$2.93M
|
+34,981
|
New
|
|
|
19
|
Atria Wealth Solutions
New York
|
$2.86M
|
-$176K
|
-2,099
|
-6%
|
|
|
20
|
Money Design
Tokyo,
Japan
|
$2.79M
|
-$714K
|
-8,521
|
-20%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.62M
|
+$43.9K
|
+524
|
+2%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.21M
|
+$35K
|
+417
|
+2%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$1.88M
|
+$170K
|
+2,029
|
+10%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.87M
|
+$93.6K
|
+1,116
|
+5%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.78M
|
-$282K
|
-3,364
|
-14%
|
|
