|
1
|
|
$58.2M
|
+$2.09M
|
+24,907
|
+4%
|
|
|
2
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.6M
|
+$1.66M
|
+19,792
|
+9%
|
|
|
3
|
|
$17.8M
|
-$73.7K
|
-880
|
-0.4%
|
|
|
4
|
|
$17.6M
|
+$325K
|
+3,876
|
+2%
|
|
|
5
|
|
$13M
|
+$1.69M
|
+20,171
|
+14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
-$16.2K
|
-193
|
-0.1%
|
|
|
7
|
|
$9.64M
|
+$637K
|
+7,612
|
+7%
|
|
|
8
|
Leavell Investment Management
Mobile,
Alabama
|
$9.35M
|
+$4.19K
|
+50
|
+0%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$8.82M
|
+$176K
|
+2,097
|
+2%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$8.29M
|
+$631K
|
+7,532
|
+8%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.23M
|
+$203K
|
+2,425
|
+3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$6.22M
|
-$243K
|
-2,901
|
-4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.99M
|
-$415K
|
-4,959
|
-6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$5.74M
|
+$899K
|
+10,741
|
+17%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.94M
|
-$230K
|
-2,742
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.17M
|
+$173K
|
+2,065
|
+4%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$3.77M
|
+$3.08M
|
+36,841
|
+347%
|
|
|
18
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.34M
|
+$78.4K
|
+936
|
+2%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$2.66M
|
-$82.1K
|
-981
|
-3%
|
|
|
20
|
Money Design
Tokyo,
Japan
|
$2.55M
|
-$108K
|
-1,289
|
-4%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.37M
|
-$139K
|
-1,659
|
-5%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.18M
|
+$1.38M
|
+16,430
|
+150%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.09M
|
+$429K
|
+5,123
|
+24%
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.96M
|
-$162K
|
-1,933
|
-7%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$1.88M
|
–
|
–
|
–
|
|
