|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$98.1M
|
+$1.94M
|
+57,741
|
+2%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$45.5M
|
-$15M
|
-446,538
|
-27%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$34.7M
|
-$377K
|
-11,237
|
-1%
|
|
|
4
|
Osborne Partners Capital Management
San Francisco,
California
|
$28.7M
|
+$336K
|
+10,008
|
+1%
|
|
|
5
|
Dimension Capital Management
Coral Gables,
Florida
|
$25.7M
|
-$4.07M
|
-121,163
|
-15%
|
|
|
6
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$23.6M
|
-$740K
|
-22,047
|
-3%
|
|
|
7
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$23.4M
|
+$1.39M
|
+41,534
|
+7%
|
|
|
8
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$22.9M
|
-$571K
|
-17,005
|
-3%
|
|
|
9
|
|
$16.3M
|
+$14.8M
|
+440,626
|
New
|
|
|
10
|
First Foundation Advisors
Irvine,
California
|
$14.3M
|
+$122K
|
+3,625
|
+0.9%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$12M
|
-$665K
|
-19,814
|
-6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$166K
|
-4,935
|
-2%
|
|
|
13
|
Bank of New York Mellon
New York
|
$10.2M
|
+$778K
|
+23,201
|
+9%
|
|
|
14
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.86M
|
+$1.11M
|
+33,131
|
+18%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.05M
|
-$509K
|
-15,184
|
-7%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$6.97M
|
+$3.53M
|
+105,107
|
+125%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$6.77M
|
+$376K
|
+11,202
|
+6%
|
|
|
18
|
Advisory Services & Investments
Bend,
Oregon
|
$6.55M
|
-$343K
|
-10,237
|
-5%
|
|
|
19
|
Barclays
London,
United Kingdom
|
$6.46M
|
+$5.87M
|
+175,000
|
New
|
|
|
20
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$6.36M
|
+$5.5M
|
+164,027
|
+2,015%
|
|
|
21
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$6.07M
|
-$1.18M
|
-35,196
|
-18%
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$5.75M
|
+$5.23M
|
+155,785
|
New
|
|
|
23
|
|
$5.72M
|
+$2.21M
|
+65,744
|
+74%
|
|
|
24
|
|
$5.38M
|
+$1.7M
|
+50,621
|
+53%
|
|
|
25
|
Acima Private Wealth
Richmond,
Virginia
|
$5.37M
|
+$69.8K
|
+2,079
|
+1%
|
|
