|
1
|
|
$63.3M
|
+$3.48M
|
+36,073
|
+6%
|
|
|
2
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$36.4M
|
+$2.79M
|
+28,897
|
+8%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$28.3M
|
+$4.86M
|
+50,415
|
+20%
|
|
|
4
|
|
$24.6M
|
+$1.36M
|
+14,065
|
+6%
|
|
|
5
|
|
$22.7M
|
+$2.15M
|
+22,333
|
+10%
|
|
|
6
|
|
$12.5M
|
+$367K
|
+3,803
|
+3%
|
|
|
7
|
Albion Financial Group
Salt Lake City,
Utah
|
$10.8M
|
-$35.8K
|
-371
|
-0.3%
|
|
|
8
|
Leavell Investment Management
Mobile,
Alabama
|
$10.4M
|
+$2.41K
|
+25
|
+0%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$83.7K
|
+868
|
+0.8%
|
|
|
10
|
White Pine Investment Company
Livonia,
Michigan
|
$9.39M
|
-$5.98K
|
-62
|
-0.1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.36M
|
-$57.9K
|
-600
|
-0.7%
|
|
|
12
|
|
$8.08M
|
-$8.26M
|
-85,590
|
-49%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$7.36M
|
+$176K
|
+1,826
|
+2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$6.76M
|
+$110K
|
+1,143
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$6.15M
|
-$770K
|
-7,981
|
-11%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$6.14M
|
-$179K
|
-1,854
|
-3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.16M
|
+$3.18M
|
+33,008
|
+145%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.69M
|
+$696K
|
+7,218
|
+17%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
+$148K
|
+1,537
|
+3%
|
|
|
20
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.93M
|
-$75.2K
|
-779
|
-2%
|
|
|
21
|
Jordan Park Group
San Francisco,
California
|
$3.01M
|
-$8.97K
|
-93
|
-0.3%
|
|
|
22
|
Principal Securities
Des Moines,
Iowa
|
$2.79M
|
+$121K
|
+1,254
|
+4%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.74M
|
+$64.8K
|
+672
|
+2%
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.54M
|
-$17.7K
|
-183
|
-0.7%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.42M
|
-$51.6K
|
-535
|
-2%
|
|
