|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$72.7M
|
+$5.94M
|
+212,917
|
+9%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$29.1M
|
-$10.4M
|
-371,799
|
-26%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$26.2M
|
-$528K
|
-18,928
|
-2%
|
|
|
4
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$18.2M
|
-$7.19M
|
-257,537
|
-28%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$3.2M
|
-114,500
|
-17%
|
|
|
6
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$7.57M
|
-$76.9K
|
-2,754
|
-1%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.05M
|
+$691K
|
+24,735
|
+11%
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7.02M
|
+$429K
|
+15,366
|
+6%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.56M
|
+$248K
|
+8,892
|
+4%
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$6.08M
|
+$431K
|
+15,439
|
+8%
|
|
|
11
|
Level Four Advisory Services
Dallas,
Texas
|
$6.05M
|
-$523K
|
-18,745
|
-8%
|
|
|
12
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.1M
|
-$414K
|
-14,820
|
-7%
|
|
|
13
|
Hilltop Holdings
Dallas,
Texas
|
$4.61M
|
+$1.87K
|
+67
|
+0%
|
|
|
14
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$3.74M
|
-$576K
|
-20,612
|
-13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.63M
|
-$591K
|
-21,181
|
-14%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$3.51M
|
-$202K
|
-7,252
|
-5%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.32M
|
+$3.36M
|
+120,385
|
New
|
|
|
18
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.32M
|
+$820K
|
+29,374
|
+32%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$2.66M
|
+$197K
|
+7,049
|
+8%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$1.51M
|
-$9.13K
|
-327
|
-0.6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
-$266K
|
-9,515
|
-15%
|
|
|
22
|
Capital Planning
Bellevue,
Washington
|
$1.31M
|
-$79.9K
|
-2,860
|
-6%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$1.17M
|
-$4.13K
|
-148
|
-0.3%
|
|
|
24
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.14M
|
+$1.16M
|
+41,470
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.11M
|
-$65K
|
-2,327
|
-5%
|
|
