|
1
|
|
$62.7M
|
-$7.14M
|
-74,763
|
-10%
|
|
|
2
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$35.3M
|
+$34.8M
|
+364,906
|
New
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$24.7M
|
-$401K
|
-4,196
|
-2%
|
|
|
4
|
|
$24.4M
|
+$586K
|
+6,138
|
+2%
|
|
|
5
|
|
$21.5M
|
+$89.3K
|
+935
|
+0.4%
|
|
|
6
|
|
$17M
|
-$310K
|
-3,249
|
-2%
|
|
|
7
|
|
$12.7M
|
+$173K
|
+1,813
|
+1%
|
|
|
8
|
Albion Financial Group
Salt Lake City,
Utah
|
$11.4M
|
-$259K
|
-2,717
|
-2%
|
|
|
9
|
Leavell Investment Management
Mobile,
Alabama
|
$10.9M
|
-$105K
|
-1,100
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
-$516K
|
-5,403
|
-5%
|
|
|
11
|
White Pine Investment Company
Livonia,
Michigan
|
$9.83M
|
-$96.7K
|
-1,013
|
-1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.8M
|
+$307K
|
+3,218
|
+4%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$7.46M
|
+$6.51M
|
+68,164
|
+762%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.2M
|
+$169K
|
+1,772
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$6.96M
|
-$43.6K
|
-457
|
-0.6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$6.6M
|
-$583K
|
-6,109
|
-8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
+$54.7K
|
+573
|
+1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.2M
|
+$97.9K
|
+1,025
|
+2%
|
|
|
19
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.18M
|
+$71K
|
+743
|
+2%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.85M
|
+$3.8M
|
+39,784
|
New
|
|
|
21
|
Jordan Park Group
San Francisco,
California
|
$3.15M
|
-$125K
|
-1,312
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.04M
|
-$9.93K
|
-104
|
-0.3%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.8M
|
+$58.3K
|
+610
|
+2%
|
|
|
24
|
Principal Securities
Des Moines,
Iowa
|
$2.79M
|
+$227K
|
+2,376
|
+9%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.68M
|
+$149K
|
+1,557
|
+6%
|
|
