|
1
|
|
$73.2M
|
-$1.38M
|
-17,258
|
-2%
|
|
|
2
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$52.3M
|
+$40.6M
|
+509,222
|
+435%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$43.5M
|
-$1.3M
|
-16,328
|
-3%
|
|
|
4
|
Global Endowment Management
Charlotte,
North Carolina
|
$10.4M
|
+$9.97M
|
+125,000
|
New
|
|
|
5
|
Lourd Capital
Beverly Hills,
California
|
$4.67M
|
+$2.76M
|
+34,577
|
+162%
|
|
|
6
|
|
$2.84M
|
+$2.71M
|
+33,974
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.46M
|
+$544K
|
+6,828
|
+30%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.05M
|
+$1.95M
|
+24,481
|
New
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.38M
|
+$1.31M
|
+16,463
|
New
|
|
|
10
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.22M
|
+$1.16M
|
+14,542
|
New
|
|
|
12
|
|
$341K
|
+$325K
|
+4,075
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$292K
|
+$279K
|
+3,496
|
New
|
|
|
14
|
|
$10K
|
+$9.25K
|
+116
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.58M
|
-21,937
|
Closed
|
|
