|
1
|
|
$196M
|
+$12.8M
|
+446,033
|
+7%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.2M
|
+$735K
|
+25,692
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$23.4M
|
+$7.21M
|
+252,010
|
+44%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$19.4M
|
+$14.5M
|
+506,747
|
+290%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$18.6M
|
+$561K
|
+19,607
|
+3%
|
|
|
6
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$16.1M
|
+$3.07M
|
+107,464
|
+23%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$13.7M
|
+$75.5K
|
+2,640
|
+0.5%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$13.3M
|
-$18.8M
|
-658,058
|
-59%
|
|
|
9
|
Darwin Wealth Management
Tampa,
Florida
|
$10.3M
|
-$613K
|
-21,436
|
-6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.69M
|
-$280K
|
-9,780
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.36M
|
+$3.19M
|
+111,455
|
+51%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.81M
|
-$1.98M
|
-69,089
|
-18%
|
|
|
13
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.49M
|
+$497K
|
+17,377
|
+7%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$7.1M
|
+$5.82M
|
+203,451
|
+443%
|
|
|
15
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.89M
|
-$234K
|
-8,176
|
-4%
|
|
|
16
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.63M
|
-$152K
|
-5,297
|
-3%
|
|
|
17
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$5.28M
|
+$5.3M
|
+185,343
|
New
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
$4.68M
|
-$216K
|
-7,544
|
-4%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$4.56M
|
-$968K
|
-33,831
|
-17%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.28M
|
-$221K
|
-7,714
|
-5%
|
|
|
21
|
Moran Wealth Management
Naples,
Florida
|
$4.12M
|
+$4.14M
|
+144,828
|
New
|
|
|
22
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.97M
|
+$3.75M
|
+130,947
|
+1,542%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.7M
|
-$1.1M
|
-38,493
|
-23%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$3.57M
|
+$1.19M
|
+41,682
|
+50%
|
|
|
25
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.37M
|
-$1.25M
|
-43,700
|
-27%
|
|
