|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$94.3M
|
+$5.01M
|
+129,638
|
+5%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$27M
|
-$6.37M
|
-164,801
|
-18%
|
|
|
3
|
|
$26M
|
+$11.9M
|
+306,787
|
+70%
|
|
|
4
|
Osborne Partners Capital Management
San Francisco,
California
|
$25.5M
|
-$1.63M
|
-42,212
|
-5%
|
|
|
5
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$22M
|
-$326K
|
-8,439
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$21.7M
|
+$22.5M
|
+583,197
|
+1,433%
|
|
|
7
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$20.1M
|
-$1.62M
|
-41,998
|
-7%
|
|
|
8
|
Dimension Capital Management
Coral Gables,
Florida
|
$19.1M
|
-$5.69M
|
-147,156
|
-21%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.8M
|
+$1.64M
|
+42,475
|
+13%
|
|
|
10
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$12.4M
|
-$10.7M
|
-277,598
|
-44%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$11.9M
|
-$1.78M
|
-46,001
|
-12%
|
|
|
12
|
Bank of New York Mellon
New York
|
$11.9M
|
+$2.53M
|
+65,456
|
+24%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.54M
|
-$212K
|
-5,481
|
-2%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$6.81M
|
+$266K
|
+6,883
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.64M
|
+$5.6M
|
+144,739
|
+314%
|
|
|
16
|
Personal Capital Advisors
Redwood City,
California
|
$6.61M
|
-$40.3M
|
-1,042,483
|
-85%
|
|
|
17
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.44M
|
-$1.07M
|
-27,729
|
-13%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.4M
|
+$425
|
+11
|
+0%
|
|
|
19
|
Barclays
London,
United Kingdom
|
$6.09M
|
–
|
–
|
–
|
|
|
20
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$5.64M
|
-$100K
|
-2,588
|
-2%
|
|
|
21
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$5.31M
|
-$753K
|
-19,467
|
-11%
|
|
|
22
|
Acima Private Wealth
Richmond,
Virginia
|
$5.27M
|
+$228K
|
+5,892
|
+4%
|
|
|
23
|
|
$4.99M
|
-$92.6K
|
-2,395
|
-2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.96M
|
-$1.87M
|
-48,375
|
-25%
|
|
|
25
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$4.9M
|
+$5.45M
|
+140,914
|
New
|
|
