|
1
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$39.2M
|
+$2.82M
|
+91,231
|
+8%
|
|
|
2
|
Osborne Partners Capital Management
San Francisco,
California
|
$23M
|
+$161K
|
+5,225
|
+0.7%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$17.6M
|
-$524K
|
-16,950
|
-3%
|
|
|
4
|
Dimension Capital Management
Coral Gables,
Florida
|
$15.6M
|
+$144K
|
+4,652
|
+0.9%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.3M
|
-$8.77M
|
-284,060
|
-40%
|
|
|
6
|
Bank of New York Mellon
New York
|
$12.1M
|
-$313K
|
-10,119
|
-2%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$11.1M
|
-$6.14M
|
-198,907
|
-35%
|
|
|
8
|
|
$6.96M
|
-$7.47M
|
-241,896
|
-52%
|
|
|
9
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$6.56M
|
+$401K
|
+12,980
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.35M
|
-$293K
|
-9,485
|
-4%
|
|
|
11
|
Washington Trust Bank
Spokane,
Washington
|
$6M
|
-$808K
|
-26,150
|
-12%
|
|
|
12
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$4.85M
|
+$360K
|
+11,669
|
+8%
|
|
|
13
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$4.74M
|
-$1.32M
|
-42,596
|
-22%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.71M
|
-$389K
|
-12,601
|
-8%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$4.59M
|
-$11.6K
|
-376
|
-0.2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.23M
|
-$275K
|
-8,907
|
-6%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$3.82M
|
+$3.85M
|
+124,811
|
New
|
|
|
18
|
|
$3.67M
|
-$39.7K
|
-1,285
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.6M
|
-$342K
|
-11,089
|
-9%
|
|
|
20
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.34M
|
-$350K
|
-11,339
|
-9%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$3.03M
|
+$322K
|
+10,423
|
+12%
|
|
|
22
|
|
$2.98M
|
-$383K
|
-12,391
|
-11%
|
|
|
23
|
Idaho Trust Bank
Boise,
Idaho
|
$2.82M
|
+$2.85M
|
+92,246
|
New
|
|
|
24
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.53M
|
-$405K
|
-13,115
|
-14%
|
|
|
25
|
Sharper & Granite
El Segundo,
California
|
$2.3M
|
+$57.8K
|
+1,870
|
+3%
|
|
