|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.8M
|
-$166K
|
-8,205
|
-0.6%
|
|
|
2
|
Curi RMB Capital
Chicago,
Illinois
|
$18.6M
|
+$22.8M
|
+1,124,937
|
New
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$15.5M
|
+$3.81M
|
+188,004
|
+25%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
-$26.4M
|
-1,304,036
|
-60%
|
|
|
5
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$13.7M
|
-$1.6M
|
-79,033
|
-9%
|
|
|
6
|
Personal Capital Advisors
Redwood City,
California
|
$11.3M
|
+$1.85M
|
+91,341
|
+16%
|
|
|
7
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$9.7M
|
-$10.9M
|
-539,685
|
-48%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.5M
|
-$187K
|
-9,229
|
-2%
|
|
|
9
|
Dimension Capital Management
Coral Gables,
Florida
|
$5.37M
|
-$90.1K
|
-4,447
|
-1%
|
|
|
10
|
|
$5.14M
|
-$710K
|
-35,019
|
-10%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$5.07M
|
-$2.01M
|
-98,994
|
-24%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.51M
|
+$4.3M
|
+212,079
|
New
|
|
|
13
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$3.48M
|
+$690K
|
+34,048
|
+19%
|
|
|
14
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$2.91M
|
+$3.56M
|
+175,909
|
New
|
|
|
15
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.37M
|
-$2.71M
|
-133,586
|
-48%
|
|
|
16
|
BNP Paribas Financial Markets
Paris,
France
|
$2.3M
|
+$71.7K
|
+3,539
|
+3%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$2.26M
|
+$243K
|
+11,977
|
+10%
|
|
|
18
|
Acima Private Wealth
Richmond,
Virginia
|
$2M
|
+$98K
|
+4,835
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.99M
|
+$2.45M
|
+120,809
|
New
|
|
|
20
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.61M
|
-$11.9K
|
-586
|
-0.6%
|
|
|
21
|
First Quadrant
Glendale,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
22
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.51M
|
+$511K
|
+25,200
|
+38%
|
|
|
23
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.35M
|
-$101K
|
-4,995
|
-6%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$1.26M
|
-$374K
|
-18,445
|
-19%
|
|
|
25
|
|
$1.15M
|
-$3.58M
|
-176,572
|
-72%
|
|
