|
1
|
|
$218M
|
+$563K
|
+17,635
|
+0.3%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$44.9M
|
-$368K
|
-11,537
|
-0.8%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$42.9M
|
+$1.73M
|
+54,191
|
+4%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$39.9M
|
+$1.4M
|
+44,004
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$39.2M
|
+$2.16M
|
+67,642
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.5M
|
+$3.37M
|
+105,655
|
+14%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$22M
|
+$20.8M
|
+650,718
|
+1,634%
|
|
|
8
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$16.6M
|
+$1.92M
|
+60,328
|
+13%
|
|
|
9
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$15.9M
|
+$584K
|
+18,295
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$2.42M
|
+75,720
|
+19%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14.8M
|
+$1.09M
|
+34,087
|
+8%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$13M
|
-$582K
|
-18,257
|
-4%
|
|
|
13
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$12.3M
|
+$488K
|
+15,282
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.72M
|
+$771K
|
+24,178
|
+10%
|
|
|
15
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.41M
|
+$276K
|
+8,638
|
+4%
|
|
|
16
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$7.05M
|
-$1.51M
|
-47,413
|
-18%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.72M
|
+$219K
|
+6,876
|
+3%
|
|
|
18
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$6.61M
|
+$6.63M
|
+207,869
|
New
|
|
|
19
|
Darwin Wealth Management
Tampa,
Florida
|
$6.48M
|
+$2.31M
|
+72,352
|
+54%
|
|
|
20
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$5.77M
|
-$177K
|
-5,560
|
-3%
|
|
|
21
|
Bank of the West
Monterey Park,
California
|
$5.49M
|
-$245K
|
-7,682
|
-4%
|
|
|
22
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$5.46M
|
+$3.82M
|
+119,605
|
+229%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.41M
|
-$81.2K
|
-2,546
|
-1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.12M
|
+$99.5K
|
+3,120
|
+2%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$4.9M
|
+$1.13M
|
+35,279
|
+30%
|
|
