|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$51.5M
|
-$21M
|
-761,506
|
-29%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$29M
|
+$3.48K
|
+126
|
+0%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$18.4M
|
-$7.75M
|
-280,500
|
-30%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
-$1.23M
|
-44,662
|
-8%
|
|
|
5
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$6.73M
|
-$813K
|
-29,430
|
-11%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.89M
|
-$161K
|
-5,817
|
-3%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.48M
|
-$1.06M
|
-38,274
|
-16%
|
|
|
8
|
Hilltop Holdings
Dallas,
Texas
|
$4.33M
|
-$266K
|
-9,624
|
-6%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.32M
|
-$2.72M
|
-98,489
|
-39%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.4M
|
-$214K
|
-7,741
|
-6%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.4M
|
-$909K
|
-32,922
|
-27%
|
|
|
12
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.4M
|
-$909K
|
-32,908
|
-27%
|
|
|
13
|
Philip James Wealth Mangement
Milton,
Georgia
|
$2.37M
|
+$2.38M
|
+86,170
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.33M
|
+$961K
|
+34,776
|
+257%
|
|
|
15
|
Capital Planning
Bellevue,
Washington
|
$1.07M
|
-$241K
|
-8,734
|
-18%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$1.01M
|
-$152K
|
-5,501
|
-13%
|
|
|
17
|
Waddell & Associates
Memphis,
Tennessee
|
$976K
|
–
|
–
|
–
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$897K
|
+$902K
|
+32,633
|
New
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$843K
|
-$226K
|
-8,184
|
-21%
|
|
|
20
|
Integrated Advisors Network
Dallas,
Texas
|
$750K
|
+$746
|
+27
|
+0.1%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$689K
|
+$379K
|
+13,725
|
+121%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$645K
|
-$798K
|
-28,900
|
-55%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$550K
|
-$10.1K
|
-365
|
-2%
|
|
|
24
|
Cooper Financial Group
Irvine,
California
|
$545K
|
-$5.14K
|
-186
|
-0.9%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
$534K
|
-$129K
|
-4,687
|
-19%
|
|
