|
1
|
EP Wealth Advisors
Torrance,
California
|
$48.1M
|
+$13.6M
|
+424,303
|
+752%
|
|
|
2
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$37.7M
|
+$1.73M
|
+53,996
|
+5%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$23.6M
|
-$44.5K
|
-1,387
|
-0.2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.7M
|
+$21.3M
|
+663,048
|
+1,198%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$18.7M
|
+$1.99M
|
+62,131
|
+12%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$17.7M
|
-$2.94M
|
-91,853
|
-14%
|
|
|
7
|
Dimension Capital Management
Coral Gables,
Florida
|
$16M
|
-$82.4K
|
-2,570
|
-0.5%
|
|
|
8
|
|
$14.8M
|
+$14.7M
|
+457,433
|
+3,769%
|
|
|
9
|
Bank of New York Mellon
New York
|
$12.8M
|
+$451K
|
+14,082
|
+4%
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.21M
|
-$14.4M
|
-449,636
|
-66%
|
|
|
11
|
Washington Trust Bank
Spokane,
Washington
|
$7.03M
|
+$472K
|
+14,714
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.86M
|
-$251K
|
-7,840
|
-3%
|
|
|
13
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$6.37M
|
+$547K
|
+17,075
|
+9%
|
|
|
14
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$6.25M
|
+$506K
|
+15,799
|
+9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.26M
|
+$559K
|
+17,430
|
+12%
|
|
|
16
|
Acima Private Wealth
Richmond,
Virginia
|
$4.76M
|
+$24.3K
|
+757
|
+0.5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.66M
|
-$368K
|
-11,478
|
-7%
|
|
|
18
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$4.64M
|
+$227K
|
+7,082
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.07M
|
-$395K
|
-12,308
|
-9%
|
|
|
20
|
|
$3.84M
|
+$105K
|
+3,263
|
+3%
|
|
|
21
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.81M
|
+$326K
|
+10,166
|
+9%
|
|
|
22
|
|
$3.47M
|
-$13K
|
-407
|
-0.4%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.03M
|
-$26.6K
|
-831
|
-0.9%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$2.29M
|
+71,549
|
+315%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$2.8M
|
-$49.5K
|
-1,545
|
-2%
|
|
