|
1
|
|
$126M
|
-$41.1M
|
-1,357,288
|
-25%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$33.5M
|
+$5.92M
|
+195,531
|
+22%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.4M
|
+$1.72M
|
+56,670
|
+6%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$32.3M
|
+$4.81M
|
+158,727
|
+18%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$28.5M
|
-$2.13M
|
-70,405
|
-7%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$24M
|
+$1.53M
|
+50,392
|
+7%
|
|
|
7
|
HTLF Bank
Denver,
Colorado
|
$21.2M
|
-$146K
|
-4,807
|
-0.7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
+$3.36M
|
+110,998
|
+20%
|
|
|
9
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$19.9M
|
+$1.61M
|
+53,123
|
+9%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.9M
|
+$177K
|
+5,835
|
+1%
|
|
|
11
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$8.62M
|
+$903K
|
+29,802
|
+12%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$8.54M
|
+$8.37M
|
+276,411
|
New
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$7.78M
|
-$1.11M
|
-36,600
|
-13%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.68M
|
-$1.49M
|
-49,239
|
-17%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.36M
|
-$1.13M
|
-37,146
|
-13%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$6.73M
|
-$576K
|
-19,009
|
-8%
|
|
|
17
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$6.2M
|
+$253K
|
+8,356
|
+4%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$5.42M
|
+$4.1M
|
+135,254
|
+337%
|
|
|
19
|
Q3 Asset Management
Birmingham,
Michigan
|
$5.27M
|
+$1.42M
|
+46,801
|
+38%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.6M
|
-$75K
|
-2,477
|
-2%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$4.21M
|
-$193K
|
-6,366
|
-4%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.13M
|
-$4.09K
|
-135
|
-0.1%
|
|
|
23
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.57M
|
–
|
–
|
–
|
|
|
24
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.48M
|
+$148K
|
+4,873
|
+5%
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.44M
|
-$981K
|
-32,377
|
-23%
|
|
