|
1
|
|
$188M
|
+$2.24M
|
+75,699
|
+1%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$32.4M
|
-$2.13M
|
-71,958
|
-6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
+$324K
|
+10,940
|
+1%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$26.6M
|
-$813K
|
-27,480
|
-3%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$24.5M
|
+$15.4M
|
+520,468
|
+156%
|
|
|
6
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$19.1M
|
-$3.38M
|
-114,359
|
-15%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$18.3M
|
+$12.9M
|
+436,280
|
+212%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$596K
|
+20,150
|
+3%
|
|
|
9
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$15M
|
+$498K
|
+16,827
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$124K
|
+4,192
|
+0.8%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14.1M
|
+$135K
|
+4,567
|
+0.9%
|
|
|
12
|
UBP Investment Advisors
Geneva,
Switzerland
|
$13.7M
|
+$14.2M
|
+478,736
|
New
|
|
|
13
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$13M
|
+$19.1K
|
+644
|
+0.1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$2.84M
|
+95,794
|
+30%
|
|
|
15
|
Darwin Wealth Management
Tampa,
Florida
|
$11.7M
|
+$4.41M
|
+149,048
|
+59%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
+$4.74M
|
+160,249
|
+74%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.29M
|
-$6.59M
|
-222,755
|
-44%
|
|
|
18
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$6.98M
|
+$220K
|
+7,424
|
+3%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$6.76M
|
+$3.16M
|
+106,811
|
+83%
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.44M
|
+$429K
|
+14,505
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6.18M
|
+$51K
|
+1,722
|
+0.8%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$6.07M
|
+$4.75M
|
+160,615
|
+316%
|
|
|
23
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.81M
|
+$67K
|
+2,264
|
+1%
|
|
|
24
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$5.35M
|
+$16.5K
|
+559
|
+0.3%
|
|
|
25
|
Bank of the West
Monterey Park,
California
|
$5.11M
|
+$68.5K
|
+2,315
|
+1%
|
|
