|
1
|
|
$169M
|
-$32.5M
|
-1,120,424
|
-16%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.7M
|
+$754K
|
+25,970
|
+3%
|
|
|
3
|
Pitcairn
Conshohocken,
Pennsylvania
|
$26.3M
|
+$25.7M
|
+884,333
|
+5,511%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$20M
|
+$880K
|
+30,311
|
+5%
|
|
|
5
|
CX Institutional
Auburn,
Indiana
|
$17M
|
+$16.2M
|
+558,326
|
+2,359%
|
|
|
6
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$16.2M
|
+$14.6M
|
+502,022
|
+961%
|
|
|
7
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$16.1M
|
-$386K
|
-13,283
|
-2%
|
|
|
8
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14.6M
|
+$532K
|
+18,327
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$14.1M
|
-$9.83M
|
-338,730
|
-41%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$10.3M
|
+$9.04M
|
+311,323
|
+248%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.66M
|
-$287K
|
-9,884
|
-3%
|
|
|
12
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$9.57M
|
+$19.5M
|
+673,079
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.29M
|
-$309K
|
-10,633
|
-3%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$8.67M
|
-$4.93M
|
-169,825
|
-36%
|
|
|
15
|
Darwin Wealth Management
Tampa,
Florida
|
$8.44M
|
-$1.92M
|
-66,188
|
-19%
|
|
|
16
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.37M
|
-$308K
|
-10,613
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.98M
|
-$2.05M
|
-70,560
|
-23%
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$5.83M
|
-$14M
|
-482,092
|
-71%
|
|
|
19
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.77M
|
-$271K
|
-9,338
|
-5%
|
|
|
20
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.58M
|
-$104K
|
-3,597
|
-2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.32M
|
-$68.5K
|
-2,359
|
-2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.23M
|
-$39.2K
|
-1,351
|
-0.9%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.18M
|
-$3.09M
|
-106,395
|
-43%
|
|
|
24
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.95M
|
-$504K
|
-17,375
|
-15%
|
|
|
25
|
Moran Wealth Management
Naples,
Florida
|
$2.9M
|
-$1.33M
|
-45,673
|
-32%
|
|
