|
1
|
|
$200M
|
-$12M
|
-386,180
|
-6%
|
|
|
2
|
Baystate Wealth Management
Boston,
Massachusetts
|
$44M
|
+$2.42M
|
+78,099
|
+6%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$37M
|
-$1.69M
|
-54,615
|
-4%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$29.4M
|
-$14.2M
|
-459,139
|
-33%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.3M
|
+$1.6M
|
+51,518
|
+6%
|
|
|
6
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$24.1M
|
+$8.03M
|
+259,036
|
+50%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
-$19.6M
|
-633,442
|
-51%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
+$1.26M
|
+40,768
|
+9%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.8M
|
+$15.4M
|
+497,427
|
+3,479%
|
|
|
10
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$15.6M
|
+$174K
|
+5,631
|
+1%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$15M
|
+$650K
|
+20,978
|
+4%
|
|
|
12
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$13.9M
|
+$2.01M
|
+64,913
|
+17%
|
|
|
13
|
Central Bank & Trust
Lexington,
Kentucky
|
$13.4M
|
+$9.61M
|
+309,996
|
+246%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$10.3M
|
-$2.39M
|
-77,210
|
-19%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$9.86M
|
+$1.4M
|
+45,343
|
+17%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$7.82M
|
+$1.43M
|
+46,199
|
+22%
|
|
|
17
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.28M
|
+$86.9K
|
+2,806
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.89M
|
+$178K
|
+5,741
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$6.59M
|
+$1.63M
|
+52,598
|
+33%
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.48M
|
-$367K
|
-11,846
|
-5%
|
|
|
21
|
Brio Consultants
San Francisco,
California
|
$6.33M
|
+$2.05M
|
+66,296
|
+48%
|
|
|
22
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$6.17M
|
-$238K
|
-7,674
|
-4%
|
|
|
23
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$5.73M
|
+$138K
|
+4,440
|
+2%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$5.72M
|
+$5.75M
|
+185,571
|
New
|
|
|
25
|
Bank of the West
Monterey Park,
California
|
$5.42M
|
+$87.5K
|
+2,824
|
+2%
|
|
