|
1
|
|
$159M
|
-$12.3M
|
-407,376
|
-7%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.1M
|
+$488K
|
+16,192
|
+2%
|
|
|
3
|
Pitcairn
Conshohocken,
Pennsylvania
|
$27.4M
|
+$237K
|
+7,862
|
+0.9%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$27M
|
-$1.42M
|
-46,944
|
-5%
|
|
|
5
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$26.8M
|
+$9.93M
|
+329,268
|
+58%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$21.5M
|
+$444K
|
+14,738
|
+2%
|
|
|
7
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$17.5M
|
+$181K
|
+5,999
|
+1%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16M
|
+$950K
|
+31,508
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
+$52K
|
+1,726
|
+0.3%
|
|
|
10
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$11M
|
+$402K
|
+13,334
|
+4%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$9.76M
|
+$498K
|
+16,526
|
+5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.31M
|
-$282K
|
-9,351
|
-3%
|
|
|
13
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.74M
|
+$8.78M
|
+291,142
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.62M
|
-$893K
|
-29,627
|
-9%
|
|
|
15
|
Darwin Wealth Management
Tampa,
Florida
|
$7.77M
|
-$456K
|
-15,132
|
-6%
|
|
|
16
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.41M
|
+$168K
|
+5,562
|
+2%
|
|
|
17
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.78M
|
+$21.8K
|
+722
|
+0.4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.58M
|
-$22.2K
|
-737
|
-0.5%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.5M
|
-$1.26M
|
-41,752
|
-22%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$4.33M
|
+$4.34M
|
+144,034
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$4.16M
|
-$113K
|
-3,738
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.41M
|
-$3.4M
|
-112,596
|
-50%
|
|
|
23
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.39M
|
-$2.02K
|
-67
|
-0.1%
|
|
|
24
|
Live Oak Investment Partners
Austin,
Texas
|
$3.15M
|
–
|
–
|
–
|
|
|
25
|
ABLE Financial Group
Scottsdale,
Arizona
|
$2.71M
|
+$125K
|
+4,144
|
+5%
|
|
