|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$81.1M
|
+$6.49M
|
+221,362
|
+9%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$48.3M
|
+$2.72M
|
+92,674
|
+6%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$27.3M
|
-$1.02M
|
-34,626
|
-4%
|
|
|
4
|
Dimension Capital Management
Coral Gables,
Florida
|
$23.4M
|
+$138K
|
+4,699
|
+0.6%
|
|
|
5
|
Osborne Partners Capital Management
San Francisco,
California
|
$22M
|
+$1.32M
|
+45,007
|
+6%
|
|
|
6
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$19M
|
-$546K
|
-18,624
|
-3%
|
|
|
7
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$18.3M
|
+$3.15M
|
+107,515
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$15.3M
|
+522,278
|
+467%
|
|
|
9
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$17M
|
+$1.89M
|
+64,489
|
+12%
|
|
|
10
|
First Foundation Advisors
Irvine,
California
|
$11M
|
+$890K
|
+30,344
|
+9%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.87M
|
+$10.1M
|
+344,058
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.17M
|
-$210K
|
-7,153
|
-2%
|
|
|
13
|
Bank of New York Mellon
New York
|
$7.26M
|
+$702K
|
+23,956
|
+10%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.92M
|
+$5.16M
|
+176,066
|
+585%
|
|
|
15
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$5.73M
|
+$5.86M
|
+199,767
|
New
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$5.71M
|
+$4.75M
|
+161,921
|
+438%
|
|
|
17
|
Advisory Services & Investments
Bend,
Oregon
|
$5.39M
|
-$80.1K
|
-2,733
|
-1%
|
|
|
18
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$5.16M
|
+$5.27M
|
+179,744
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.95M
|
-$18.6M
|
-633,508
|
-79%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$4.19M
|
-$108K
|
-3,669
|
-2%
|
|
|
21
|
Acima Private Wealth
Richmond,
Virginia
|
$4.12M
|
+$195K
|
+6,644
|
+5%
|
|
|
22
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$3.37M
|
-$692K
|
-23,598
|
-17%
|
|
|
23
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$3.25M
|
-$3.67M
|
-125,301
|
-52%
|
|
|
24
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.22M
|
+$3.29M
|
+112,204
|
New
|
|
|
25
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.11M
|
+$452K
|
+15,402
|
+17%
|
|
