|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$102M
|
+$6.61M
|
+188,668
|
+7%
|
|
|
2
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$35.7M
|
+$17.7M
|
+506,279
|
+88%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$28.3M
|
+$2.96M
|
+84,610
|
+11%
|
|
|
4
|
Osborne Partners Capital Management
San Francisco,
California
|
$24.3M
|
+$124K
|
+3,549
|
+0.5%
|
|
|
5
|
Dimension Capital Management
Coral Gables,
Florida
|
$17.6M
|
-$478K
|
-13,642
|
-2%
|
|
|
6
|
Bank of New York Mellon
New York
|
$12.2M
|
+$1.05M
|
+30,087
|
+9%
|
|
|
7
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$11.9M
|
+$217K
|
+6,192
|
+2%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.8M
|
-$1.3M
|
-37,230
|
-10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.26M
|
-$816K
|
-23,301
|
-8%
|
|
|
10
|
Barclays
London,
United Kingdom
|
$5.76M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.66M
|
-$505K
|
-14,419
|
-8%
|
|
|
12
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$5.39M
|
+$58.3K
|
+1,665
|
+1%
|
|
|
13
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$5.31M
|
–
|
–
|
–
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$5.02M
|
-$6.64M
|
-189,570
|
-55%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$4.98M
|
–
|
–
|
–
|
|
|
16
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.72M
|
-$1.46M
|
-41,786
|
-23%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.62M
|
-$16.9M
|
-483,621
|
-78%
|
|
|
18
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$4.61M
|
-$28.5K
|
-814
|
-0.6%
|
|
|
19
|
|
$4.54M
|
-$21.3M
|
-609,430
|
-82%
|
|
|
20
|
|
$4.45M
|
-$288K
|
-8,215
|
-6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4M
|
-$737K
|
-21,049
|
-15%
|
|
|
22
|
Washington Trust Bank
Spokane,
Washington
|
$3.85M
|
+$3.05M
|
+87,001
|
+291%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.71M
|
+$12.9K
|
+368
|
+0.3%
|
|
|
24
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.49M
|
+$269K
|
+7,680
|
+8%
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$3.36M
|
+$155K
|
+4,440
|
+5%
|
|
