|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$78.6M
|
-$5.85M
|
-191,945
|
-7%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$39.3M
|
-$15.5M
|
-508,174
|
-28%
|
|
|
3
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$27.5M
|
+$9.46M
|
+310,614
|
+51%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.4M
|
+$564K
|
+18,498
|
+2%
|
|
|
5
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$26.4M
|
-$9.95M
|
-326,633
|
-27%
|
|
|
6
|
Level Four Advisory Services
Dallas,
Texas
|
$15.2M
|
+$14.2K
|
+465
|
+0.1%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.69M
|
+$1.63M
|
+53,431
|
+22%
|
|
|
8
|
Valley Financial Management
New York
|
$7.88M
|
-$1.28M
|
-42,090
|
-14%
|
|
|
9
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$7.59M
|
+$327K
|
+10,716
|
+4%
|
|
|
10
|
Nilsine Partners
Greenwood Village,
Colorado
|
$7.16M
|
+$7.32M
|
+240,171
|
New
|
|
|
11
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.92M
|
-$58.9K
|
-1,933
|
-0.8%
|
|
|
12
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.76M
|
+$48.3K
|
+1,585
|
+0.7%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.3M
|
-$5.26M
|
-172,681
|
-45%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$5.62M
|
-$336K
|
-11,041
|
-6%
|
|
|
15
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$5.6M
|
+$122K
|
+3,999
|
+2%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.16M
|
+$867K
|
+28,445
|
+20%
|
|
|
17
|
Hilltop Holdings
Dallas,
Texas
|
$5.04M
|
-$228K
|
-7,468
|
-4%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$4.93M
|
-$567K
|
-18,607
|
-10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.78M
|
-$306K
|
-10,055
|
-6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.73M
|
+$2.02M
|
+66,409
|
+72%
|
|
|
21
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$4.34M
|
-$3.1M
|
-101,701
|
-41%
|
|
|
22
|
Lodestar Private Asset Management
Alamo,
California
|
$4.08M
|
-$38.1K
|
-1,250
|
-0.9%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$3.71M
|
+$2.69M
|
+88,151
|
+243%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.18M
|
+$363K
|
+11,901
|
+13%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$2.96M
|
+$262K
|
+8,595
|
+9%
|
|
