|
1
|
|
$610M
|
-$58.6M
|
-801,085
|
-9%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$39.4M
|
+$5.3M
|
+72,400
|
+15%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$34.9M
|
-$1.72M
|
-23,516
|
-5%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$11.3M
|
+$646K
|
+8,833
|
+6%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
+$1.81M
|
+24,731
|
+20%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$6.34M
|
+$6.44M
|
+88,054
|
+2,935,133%
|
|
|
7
|
|
$6.05M
|
+$5.49M
|
+75,031
|
+833%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.27M
|
+$2.65M
|
+36,226
|
+98%
|
|
|
9
|
|
$4.34M
|
-$257K
|
-3,512
|
-6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1M
|
+13,683
|
+192%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$935K
|
+$950K
|
+12,985
|
New
|
|
|
12
|
Rockland Trust
Hanover,
Massachusetts
|
$877K
|
-$268K
|
-3,656
|
-23%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$877K
|
+$891K
|
+12,169
|
+67,606%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$728K
|
+$741K
|
+10,123
|
New
|
|
|
15
|
|
$322K
|
-$532K
|
-7,272
|
-62%
|
|
|
16
|
Bank of New York Mellon
New York
|
$266K
|
+$270K
|
+3,694
|
New
|
|
|
17
|
Cobblestone Capital Advisors
Rochester,
New York
|
$230K
|
–
|
–
|
–
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$229K
|
+$232K
|
+3,171
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$143K
|
+$100K
|
+1,367
|
+223%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$46K
|
+$46.3K
|
+633
|
New
|
|
|
21
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$25K
|
+$25.9K
|
+354
|
New
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$20K
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$9K
|
+$10K
|
+137
|
New
|
|
|
24
|
RiverFront Investment Group
Richmond,
Virginia
|
–
|
-$20.9M
|
-293,335
|
Closed
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$10.1M
|
-141,790
|
Closed
|
|
