|
1
|
|
$170M
|
-$2.56M
|
-87,046
|
-2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.4M
|
+$44.1K
|
+1,501
|
+0.2%
|
|
|
3
|
Colony Group
Boston,
Massachusetts
|
$28.3M
|
+$22M
|
+747,614
|
+375%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$27M
|
+$135K
|
+4,576
|
+0.5%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$20.9M
|
+$438K
|
+14,878
|
+2%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$17.5M
|
+$99.6K
|
+3,387
|
+0.6%
|
|
|
7
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$17.2M
|
+$739K
|
+25,132
|
+5%
|
|
|
8
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$16.8M
|
+$263K
|
+8,953
|
+2%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.9M
|
+$14.7M
|
+500,486
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
+$339K
|
+11,514
|
+2%
|
|
|
11
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$10.5M
|
+$10.4M
|
+352,076
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.53M
|
-$330K
|
-11,218
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.45M
|
-$40.4K
|
-1,372
|
-0.4%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$9.2M
|
+$343K
|
+11,663
|
+4%
|
|
|
15
|
Darwin Wealth Management
Tampa,
Florida
|
$8.25M
|
-$376K
|
-12,780
|
-4%
|
|
|
16
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.2M
|
-$330K
|
-11,225
|
-4%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$6.91M
|
+$5.46M
|
+185,731
|
+406%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.74M
|
-$386K
|
-13,110
|
-5%
|
|
|
19
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.72M
|
-$70.1K
|
-2,383
|
-1%
|
|
|
20
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.72M
|
+$1.43M
|
+48,631
|
+34%
|
|
|
21
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.61M
|
-$284K
|
-9,643
|
-5%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.57M
|
+$155K
|
+5,266
|
+4%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.25M
|
-$76.3K
|
-2,593
|
-2%
|
|
|
24
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.32M
|
+$356K
|
+12,091
|
+12%
|
|
|
25
|
Live Oak Investment Partners
Austin,
Texas
|
$3.05M
|
–
|
–
|
–
|
|
