|
1
|
|
$43.8M
|
-$1.81M
|
-16,300
|
-4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$35.1M
|
-$138K
|
-1,250
|
-0.4%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$34.7M
|
-$1.19M
|
-10,712
|
-3%
|
|
|
4
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$31.4M
|
-$3.23M
|
-29,138
|
-10%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$29.4M
|
+$16.2M
|
+146,180
|
+123%
|
|
|
6
|
Concurrent Investment Advisors
Tampa,
Florida
|
$23.7M
|
+$1.01M
|
+9,099
|
+5%
|
|
|
7
|
Wellington Management Group
Boston,
Massachusetts
|
$17.9M
|
-$1.11M
|
-10,019
|
-6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$814K
|
+7,348
|
+5%
|
|
|
9
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$17.7M
|
+$25K
|
+226
|
+0.1%
|
|
|
10
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$17.4M
|
+$426K
|
+3,843
|
+3%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$17.2M
|
+$464K
|
+4,188
|
+3%
|
|
|
12
|
Cannon Financial Strategists
Athens,
Georgia
|
$17.1M
|
-$358K
|
-3,232
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$1.01M
|
+9,149
|
+7%
|
|
|
14
|
One Day In July LLC
Burlington,
Vermont
|
$14.7M
|
-$603K
|
-5,444
|
-4%
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$14M
|
+$71.9K
|
+649
|
+0.5%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$13.8M
|
-$118K
|
-1,065
|
-0.9%
|
|
|
17
|
|
$13.8M
|
-$126K
|
-1,138
|
-1%
|
|
|
18
|
SYM Financial Corp
Winona Lake,
Indiana
|
$13.4M
|
-$237K
|
-2,139
|
-2%
|
|
|
19
|
Silvercrest Asset Management
New York
|
$12.5M
|
-$1.09M
|
-9,857
|
-8%
|
|
|
20
|
Riversedge Advisors
Wilmington,
Delaware
|
$11.6M
|
-$145K
|
-1,308
|
-1%
|
|
|
21
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$11.6M
|
-$118K
|
-1,068
|
-1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
-$198K
|
-1,784
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$327K
|
+2,952
|
+3%
|
|
|
24
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$10.8M
|
-$376K
|
-3,393
|
-4%
|
|
|
25
|
Silver Oak Advisory Group
Portland,
Oregon
|
$10.3M
|
+$34.8K
|
+314
|
+0.4%
|
|
