|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$93.2M
|
-$1.76M
|
-56,462
|
-2%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$52.9M
|
+$55.2M
|
+1,773,214
|
+20,985%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$35.3M
|
+$37M
|
+1,189,372
|
New
|
|
|
4
|
Transform Wealth
Greenwood Village,
Colorado
|
$24.7M
|
+$25.9M
|
+831,629
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
+$2.04M
|
+65,427
|
+9%
|
|
|
6
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$11.5M
|
+$7.28M
|
+233,840
|
+151%
|
|
|
7
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$11.2M
|
+$8.86M
|
+284,701
|
+305%
|
|
|
8
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$8.26M
|
+$8.65M
|
+278,044
|
New
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.72M
|
+$578K
|
+18,576
|
+8%
|
|
|
10
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.31M
|
+$6.61M
|
+212,444
|
New
|
|
|
11
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.15M
|
+$2.37M
|
+76,065
|
+58%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$5.62M
|
+$5.81M
|
+186,532
|
+6,693%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$5.32M
|
+$170K
|
+5,462
|
+3%
|
|
|
14
|
Hilltop Holdings
Dallas,
Texas
|
$5.13M
|
+$59.5K
|
+1,913
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.87M
|
-$53.7K
|
-1,725
|
-1%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$4.2M
|
+$406K
|
+13,055
|
+10%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.81M
|
+$295K
|
+9,484
|
+8%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.62M
|
+$3.79M
|
+121,747
|
New
|
|
|
19
|
Valley Financial Management
New York
|
$3.31M
|
+$3.47M
|
+111,387
|
New
|
|
|
20
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.14M
|
+$2.26M
|
+72,553
|
+220%
|
|
|
21
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.88M
|
+$484K
|
+15,542
|
+19%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$2.15M
|
+$646K
|
+20,750
|
+37%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$2.1M
|
+$10.4K
|
+335
|
+0.5%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$2.1M
|
+$2.2M
|
+70,670
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$1.62M
|
-$2.93K
|
-94
|
-0.2%
|
|
