|
1
|
|
$63.3M
|
-$991K
|
-12,235
|
-2%
|
|
|
2
|
Ballentine Partners
Waltham,
Massachusetts
|
$22.3M
|
+$1.6M
|
+19,720
|
+8%
|
|
|
3
|
|
$20.9M
|
+$6.09M
|
+75,141
|
+46%
|
|
|
4
|
|
$19.4M
|
+$26.2K
|
+323
|
+0.1%
|
|
|
5
|
|
$16.3M
|
-$3.18M
|
-39,253
|
-17%
|
|
|
6
|
|
$11M
|
+$355K
|
+4,379
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$411K
|
-5,069
|
-4%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$10.3M
|
+$1.06M
|
+13,082
|
+13%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$10.3M
|
-$44.8K
|
-553
|
-0.5%
|
|
|
10
|
White Pine Investment Company
Livonia,
Michigan
|
$9.22M
|
-$488K
|
-6,020
|
-5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.24M
|
+$315K
|
+3,892
|
+5%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$6.66M
|
-$194K
|
-2,396
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.48M
|
-$126K
|
-1,560
|
-2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$6.2M
|
-$139K
|
-1,717
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
-$224K
|
-2,772
|
-5%
|
|
|
16
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.72M
|
+$25K
|
+309
|
+0.7%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.39M
|
+$3.12M
|
+38,511
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.35M
|
+$2.31M
|
+28,471
|
+296%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.94M
|
-$2.33M
|
-28,732
|
-46%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.69M
|
+$350K
|
+4,325
|
+16%
|
|
|
21
|
Money Design
Tokyo,
Japan
|
$2.6M
|
-$198K
|
-2,445
|
-8%
|
|
|
22
|
Principal Securities
Des Moines,
Iowa
|
$2.3M
|
+$280K
|
+3,458
|
+15%
|
|
|
23
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.17M
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.14M
|
+$142K
|
+1,754
|
+8%
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.14M
|
-$449K
|
-5,541
|
-19%
|
|
