|
1
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$38.4M
|
+$1.82M
|
+53,450
|
+5%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$25.3M
|
+$402K
|
+11,828
|
+2%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$22.9M
|
+$11.8M
|
+348,358
|
+106%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$22M
|
-$7.06M
|
-207,862
|
-24%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$17.9M
|
+$18M
|
+530,083
|
New
|
|
|
6
|
Dimension Capital Management
Coral Gables,
Florida
|
$17.1M
|
-$914K
|
-26,903
|
-5%
|
|
|
7
|
Bank of New York Mellon
New York
|
$13.2M
|
+$689K
|
+20,287
|
+5%
|
|
|
8
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$12.4M
|
+$187K
|
+5,514
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.59M
|
-$875K
|
-25,768
|
-10%
|
|
|
10
|
Washington Trust Bank
Spokane,
Washington
|
$7M
|
+$3.08M
|
+90,801
|
+78%
|
|
|
11
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$6.22M
|
+$1.08M
|
+31,944
|
+21%
|
|
|
12
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$6.13M
|
+$6.18M
|
+181,973
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.36M
|
+$2M
|
+58,829
|
+59%
|
|
|
14
|
|
$5.08M
|
+$3.1M
|
+91,373
|
+154%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$5.05M
|
-$50.3K
|
-1,481
|
-1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.03M
|
-$687K
|
-20,226
|
-12%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.76M
|
+$668K
|
+19,657
|
+16%
|
|
|
18
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$4.72M
|
-$7.23K
|
-213
|
-0.2%
|
|
|
19
|
|
$3.98M
|
-$576K
|
-16,972
|
-13%
|
|
|
20
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.72M
|
+$151K
|
+4,448
|
+4%
|
|
|
21
|
|
$3.72M
|
+$1.69M
|
+49,806
|
+82%
|
|
|
22
|
Colony Family Offices
Charlotte,
North Carolina
|
$3.71M
|
+$2.83M
|
+83,194
|
+311%
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
$3.62M
|
+$179K
|
+5,277
|
+5%
|
|
|
24
|
NVWM LLC
Yardley,
Pennsylvania
|
$3.35M
|
+$77.3K
|
+2,275
|
+2%
|
|
|
25
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.18M
|
-$543K
|
-15,981
|
-14%
|
|
