|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.8M
|
+$3.15M
|
+133,630
|
+7%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$30.5M
|
+$4.3M
|
+182,626
|
+17%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$26.8M
|
+$2.15M
|
+91,379
|
+9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$25.3M
|
+$3.91M
|
+165,990
|
+18%
|
|
|
5
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$20.4M
|
+$10.4M
|
+441,305
|
+105%
|
|
|
6
|
Dimension Capital Management
Coral Gables,
Florida
|
$19.1M
|
+$11.7M
|
+498,483
|
+162%
|
|
|
7
|
Osborne Partners Capital Management
San Francisco,
California
|
$14.6M
|
+$14.5M
|
+617,745
|
New
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$9.36M
|
+$2.33M
|
+99,081
|
+33%
|
|
|
9
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$8.09M
|
+$473K
|
+20,090
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.3M
|
-$474K
|
-20,149
|
-6%
|
|
|
11
|
Advisory Services & Investments
Bend,
Oregon
|
$5.84M
|
+$5.81M
|
+246,957
|
New
|
|
|
12
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.12M
|
-$392K
|
-16,639
|
-7%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$4.44M
|
-$425K
|
-18,067
|
-9%
|
|
|
14
|
Acima Private Wealth
Richmond,
Virginia
|
$3.85M
|
+$109K
|
+4,624
|
+3%
|
|
|
15
|
Bank of New York Mellon
New York
|
$3.8M
|
-$203K
|
-8,644
|
-5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.12M
|
+$3.1M
|
+131,644
|
New
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.8M
|
+$2.78M
|
+118,175
|
New
|
|
|
18
|
|
$2.55M
|
+$1.3M
|
+55,323
|
+105%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$2.42M
|
+$25.9K
|
+1,101
|
+1%
|
|
|
20
|
|
$2.26M
|
+$97K
|
+4,121
|
+5%
|
|
|
21
|
United Services Automobile Association
San Antonio,
Texas
|
$2.21M
|
+$2.2M
|
+93,428
|
New
|
|
|
22
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.07M
|
-$1.98M
|
-83,995
|
-49%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.04M
|
-$767K
|
-32,577
|
-27%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$273K
|
+11,619
|
+18%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$717K
|
+30,475
|
+75%
|
|
