|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$89.3M
|
-$9.83M
|
-310,739
|
-10%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$57.7M
|
+$1.43M
|
+45,344
|
+3%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$38.2M
|
+$663K
|
+20,980
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.4M
|
+$2.68M
|
+84,595
|
+10%
|
|
|
5
|
Transform Wealth
Greenwood Village,
Colorado
|
$25M
|
-$1.22M
|
-38,457
|
-5%
|
|
|
6
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$19.3M
|
+$7.07M
|
+223,442
|
+58%
|
|
|
7
|
Level Four Advisory Services
Dallas,
Texas
|
$16M
|
+$16.1M
|
+507,953
|
New
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12.1M
|
+$8.28M
|
+261,966
|
+215%
|
|
|
9
|
Valley Financial Management
New York
|
$9.67M
|
+$6.16M
|
+194,925
|
+175%
|
|
|
10
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$7.81M
|
-$4.13M
|
-130,733
|
-35%
|
|
|
11
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$7.75M
|
+$7.76M
|
+245,480
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.51M
|
-$703K
|
-22,216
|
-9%
|
|
|
13
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.39M
|
+$854K
|
+26,999
|
+13%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.11M
|
+$397K
|
+12,541
|
+6%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$6.3M
|
+$324K
|
+10,241
|
+5%
|
|
|
16
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$5.8M
|
+$5.81M
|
+183,800
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$5.8M
|
+$151K
|
+4,786
|
+3%
|
|
|
18
|
Hilltop Holdings
Dallas,
Texas
|
$5.57M
|
+$117K
|
+3,702
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.38M
|
+$205K
|
+6,494
|
+4%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.56M
|
+$506K
|
+16,014
|
+12%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$4.55M
|
+$2.32M
|
+73,360
|
+104%
|
|
|
22
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$4.5M
|
-$4.29M
|
-135,506
|
-49%
|
|
|
23
|
Lodestar Private Asset Management
Alamo,
California
|
$4.36M
|
+$4.36M
|
+137,911
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.3M
|
+$4.08M
|
+128,961
|
+1,781%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.27M
|
+$3.89M
|
+122,859
|
+998%
|
|
