|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$67.7M
|
-$6.12M
|
-213,643
|
-8%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$39.8M
|
+$3.04M
|
+106,003
|
+8%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$27M
|
+$2.39M
|
+83,280
|
+9%
|
|
|
4
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$25.7M
|
-$105K
|
-3,650
|
-0.4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
-$7.06M
|
-246,498
|
-27%
|
|
|
6
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$7.74M
|
+$597K
|
+20,856
|
+8%
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$6.68M
|
+$803K
|
+28,046
|
+13%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$6.64M
|
-$7.75M
|
-270,516
|
-53%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.45M
|
-$1.73M
|
-60,441
|
-21%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.39M
|
+$6.56M
|
+228,883
|
New
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.72M
|
+$912K
|
+31,853
|
+18%
|
|
|
12
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.58M
|
-$929K
|
-32,442
|
-14%
|
|
|
13
|
Nilsine Partners
Greenwood Village,
Colorado
|
$4.9M
|
-$1.86M
|
-64,875
|
-27%
|
|
|
14
|
Hilltop Holdings
Dallas,
Texas
|
$4.66M
|
-$58.3K
|
-2,035
|
-1%
|
|
|
15
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$4.36M
|
-$906K
|
-31,624
|
-17%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.26M
|
-$218K
|
-7,616
|
-5%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$3.76M
|
-$876K
|
-30,565
|
-19%
|
|
|
18
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.54M
|
+$351K
|
+12,258
|
+16%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$2.5M
|
-$1.01M
|
-35,135
|
-28%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.49M
|
-$503K
|
-17,563
|
-16%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.73M
|
-$2.77M
|
-96,542
|
-61%
|
|
|
22
|
Equitable Holdings
New York
|
$1.58M
|
-$492K
|
-17,173
|
-23%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$1.54M
|
-$385K
|
-13,433
|
-20%
|
|
|
24
|
Capital Planning
Bellevue,
Washington
|
$1.41M
|
-$56.7K
|
-1,978
|
-4%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$1.19M
|
-$109K
|
-3,804
|
-8%
|
|
