|
1
|
|
$840M
|
+$462M
|
+5,171,822
|
+120%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$151M
|
+$121M
|
+1,356,055
|
+389%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$47.6M
|
+$2.54M
|
+28,432
|
+6%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$20.2M
|
-$25M
|
-279,696
|
-55%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$9.21M
|
+$2.46M
|
+27,511
|
+36%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.63M
|
+$1.65M
|
+18,399
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.5M
|
-$1.06M
|
-11,811
|
-41%
|
|
|
8
|
|
$305K
|
+$307K
|
+3,432
|
New
|
|
|
9
|
Rockland Trust
Hanover,
Massachusetts
|
$256K
|
+$258K
|
+2,880
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$240K
|
-$421K
|
-4,713
|
-63%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$214K
|
+$216K
|
+2,414
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$164K
|
+$165K
|
+1,849
|
New
|
|
|
13
|
|
$10K
|
–
|
–
|
–
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2K
|
-$782K
|
-8,744
|
-100%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$5.99K
|
-67
|
-79%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1K
|
-$5.31M
|
-59,358
|
-100%
|
|
|
17
|
|
–
|
-$1.41M
|
-15,691
|
Closed
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$984K
|
-10,916
|
Closed
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$851K
|
-9,449
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$551K
|
-6,114
|
Closed
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
–
|
-$204K
|
-2,263
|
Closed
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$154K
|
-1,707
|
Closed
|
|
