|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$19.6M
|
-$1.2M
|
-45,097
|
-6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$142K
|
-5,355
|
-1%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$11.9M
|
-$36K
|
-1,355
|
-0.3%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.47M
|
+$497K
|
+18,706
|
+7%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.24M
|
-$234K
|
-8,814
|
-4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.1M
|
+$627K
|
+23,607
|
+41%
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.99M
|
-$5.04M
|
-190,019
|
-71%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.7M
|
-$164K
|
-6,170
|
-9%
|
|
|
9
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.7M
|
-$219K
|
-8,261
|
-11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
-$418K
|
-15,757
|
-20%
|
|
|
11
|
Hilltop Holdings
Dallas,
Texas
|
$1.63M
|
-$1.38M
|
-52,118
|
-45%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.06M
|
+$40.1K
|
+1,511
|
+4%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$794K
|
-$1.55M
|
-58,517
|
-65%
|
|
|
14
|
Integrated Advisors Network
Dallas,
Texas
|
$704K
|
+$42.5K
|
+1,601
|
+6%
|
|
|
15
|
&Partners
Nashville,
Tennessee
|
$629K
|
+$659K
|
+24,832
|
New
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$384K
|
-$1.23M
|
-46,505
|
-76%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$267K
|
-$1.1M
|
-41,472
|
-80%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$246K
|
-$53.8K
|
-2,027
|
-17%
|
|
|
19
|
Philip James Wealth Mangement
Milton,
Georgia
|
$245K
|
+$10.2K
|
+384
|
+4%
|
|
|
20
|
Waddell & Associates
Memphis,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
21
|
Cooper Financial Group
Irvine,
California
|
$221K
|
-$9.9K
|
-373
|
-4%
|
|
|
22
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$126K
|
+$664
|
+25
|
+0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$115K
|
+$112K
|
+4,225
|
+1,619%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$74.3K
|
-$5.97K
|
-225
|
-7%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$70.6K
|
-$6.85K
|
-258
|
-9%
|
|
