|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$72.3M
|
+$3.02M
|
+109,569
|
+5%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$46.4M
|
+$3.22M
|
+116,881
|
+8%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$28.8M
|
-$1.61M
|
-58,259
|
-6%
|
|
|
4
|
Dimension Capital Management
Coral Gables,
Florida
|
$23.8M
|
+$104K
|
+3,770
|
+0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$23.6M
|
+$1.07M
|
+38,860
|
+5%
|
|
|
6
|
Osborne Partners Capital Management
San Francisco,
California
|
$21.1M
|
+$1.66M
|
+60,125
|
+9%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$19.9M
|
-$408K
|
-14,790
|
-2%
|
|
|
8
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$15.5M
|
+$14.6M
|
+529,871
|
New
|
|
|
9
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$15.4M
|
+$14.5M
|
+527,395
|
New
|
|
|
10
|
First Foundation Advisors
Irvine,
California
|
$10.4M
|
+$226K
|
+8,210
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.53M
|
-$1.02M
|
-36,970
|
-11%
|
|
|
12
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$6.99M
|
+$68K
|
+2,465
|
+1%
|
|
|
13
|
Bank of New York Mellon
New York
|
$6.7M
|
+$1.34M
|
+48,488
|
+27%
|
|
|
14
|
Advisory Services & Investments
Bend,
Oregon
|
$5.57M
|
+$75.3K
|
+2,729
|
+1%
|
|
|
15
|
|
$4.4M
|
+$389K
|
+14,093
|
+10%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$4.38M
|
-$646K
|
-23,419
|
-14%
|
|
|
17
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$4.12M
|
-$5.67M
|
-205,543
|
-59%
|
|
|
18
|
Acima Private Wealth
Richmond,
Virginia
|
$4M
|
-$745K
|
-27,003
|
-16%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.27M
|
-$1.03M
|
-37,446
|
-25%
|
|
|
20
|
|
$3.22M
|
+$2.62K
|
+95
|
+0.1%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$3.15M
|
+$1.09M
|
+39,400
|
+58%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$2.91M
|
-$37.6K
|
-1,363
|
-1%
|
|
|
23
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.72M
|
-$234K
|
-8,471
|
-8%
|
|
|
24
|
United Services Automobile Association
San Antonio,
Texas
|
$2.65M
|
+$360K
|
+13,052
|
+17%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.47M
|
+$606K
|
+21,964
|
+35%
|
|
