|
1
|
|
$746M
|
+$71.2M
|
+930,022
|
+11%
|
|
|
2
|
Global Endowment Management
Charlotte,
North Carolina
|
$38.4M
|
-$4.82M
|
-63,000
|
-11%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$38.2M
|
-$249K
|
-3,246
|
-0.7%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$15.7M
|
+$3.64M
|
+47,515
|
+32%
|
|
|
5
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$12.9M
|
+$439K
|
+5,730
|
+4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$12.2M
|
+$5.04M
|
+65,842
|
+75%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$5.28M
|
+69,008
|
+94%
|
|
|
8
|
|
$6.32M
|
+$1.5M
|
+19,538
|
+32%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.69M
|
+$697K
|
+9,103
|
+75%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.62M
|
+$569K
|
+7,432
|
+57%
|
|
|
11
|
|
$920K
|
-$5.55M
|
-72,423
|
-86%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$702K
|
-$914K
|
-11,942
|
-57%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$636K
|
+$616K
|
+8,041
|
New
|
|
|
14
|
Rockland Trust
Hanover,
Massachusetts
|
$596K
|
-$356K
|
-4,654
|
-38%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$539K
|
+$522K
|
+6,816
|
New
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$491K
|
+$232K
|
+3,033
|
+96%
|
|
|
17
|
Bank of New York Mellon
New York
|
$396K
|
+$100K
|
+1,306
|
+35%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$311K
|
+$148K
|
+1,937
|
+98%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$50K
|
–
|
–
|
–
|
|
|
20
|
Rockefeller Capital Management
New York
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$9K
|
+$8.42K
|
+110
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$1.61K
|
+21
|
New
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
+$995
|
+13
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$728K
|
-10,123
|
Closed
|
|
|
25
|
|
–
|
-$322K
|
-4,474
|
Closed
|
|
