|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$60.5M
|
+$4.47M
|
+171,629
|
+8%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$40M
|
+$4.7M
|
+180,571
|
+14%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$28.4M
|
-$2.26M
|
-87,017
|
-8%
|
|
|
4
|
Dimension Capital Management
Coral Gables,
Florida
|
$22M
|
+$42K
|
+1,614
|
+0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$20.9M
|
-$7.88M
|
-302,796
|
-28%
|
|
|
6
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$18.9M
|
-$4.31M
|
-165,564
|
-19%
|
|
|
7
|
Osborne Partners Capital Management
San Francisco,
California
|
$18M
|
+$1.13M
|
+43,475
|
+7%
|
|
|
8
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$9.43M
|
+$121K
|
+4,665
|
+1%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$9.41M
|
+$9M
|
+345,947
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.94M
|
+$527K
|
+20,266
|
+7%
|
|
|
11
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.43M
|
+$507K
|
+19,485
|
+9%
|
|
|
12
|
Advisory Services & Investments
Bend,
Oregon
|
$5.11M
|
-$1.54M
|
-59,142
|
-24%
|
|
|
13
|
Bank of New York Mellon
New York
|
$4.91M
|
+$518K
|
+19,889
|
+12%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$4.71M
|
-$380K
|
-14,591
|
-8%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$4.46M
|
+$23.5K
|
+904
|
+0.6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.06M
|
+$1.91M
|
+73,364
|
+97%
|
|
|
17
|
|
$3.71M
|
+$1.06M
|
+40,855
|
+43%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.43M
|
-$141K
|
-5,437
|
-4%
|
|
|
19
|
|
$2.99M
|
+$49.3K
|
+1,896
|
+2%
|
|
|
20
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.76M
|
+$2.64M
|
+101,404
|
New
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$2.74M
|
-$40.7K
|
-1,564
|
-2%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$2.12M
|
-$409K
|
-15,704
|
-17%
|
|
|
23
|
|
$2.03M
|
+$554K
|
+21,269
|
+40%
|
|
|
24
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.99M
|
+$802K
|
+30,829
|
+75%
|
|
|
25
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$1.89M
|
-$470K
|
-18,053
|
-21%
|
|
