|
1
|
|
$164M
|
+$4.89M
|
+161,244
|
+3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.9M
|
+$752K
|
+24,795
|
+2%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.9M
|
+$30.1M
|
+992,262
|
New
|
|
|
4
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$26.8M
|
-$81.8K
|
-2,697
|
-0.3%
|
|
|
5
|
Pitcairn
Conshohocken,
Pennsylvania
|
$26.7M
|
-$772K
|
-25,450
|
-3%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$21.9M
|
+$382K
|
+12,584
|
+2%
|
|
|
7
|
HTLF Bank
Denver,
Colorado
|
$20.8M
|
+$21M
|
+692,685
|
New
|
|
|
8
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$17.8M
|
+$6.84M
|
+225,679
|
+62%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$16.7M
|
+$1.86M
|
+61,230
|
+12%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.3M
|
-$698K
|
-23,021
|
-4%
|
|
|
11
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$9.02M
|
+$255K
|
+8,420
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.97M
|
-$371K
|
-12,244
|
-4%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$8.68M
|
-$1.11M
|
-36,737
|
-11%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.29M
|
-$359K
|
-11,841
|
-4%
|
|
|
15
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$7.5M
|
+$72.2K
|
+2,381
|
+1%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$7.13M
|
-$667K
|
-22,007
|
-9%
|
|
|
17
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.79M
|
-$8.34K
|
-275
|
-0.1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.55M
|
-$36.6K
|
-1,207
|
-0.8%
|
|
|
19
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.33M
|
-$184K
|
-6,056
|
-4%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$4.3M
|
-$37.1K
|
-1,224
|
-0.8%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$4.03M
|
-$140K
|
-4,631
|
-3%
|
|
|
22
|
Q3 Asset Management
Birmingham,
Michigan
|
$3.72M
|
+$2.11M
|
+69,608
|
+128%
|
|
|
23
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.57M
|
+$206K
|
+6,809
|
+6%
|
|
|
24
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.25M
|
+$723K
|
+23,859
|
+28%
|
|
|
25
|
Live Oak Investment Partners
Austin,
Texas
|
$3.13M
|
–
|
–
|
–
|
|
