|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$39.5M
|
-$2.08M
|
-37,358
|
-5%
|
|
|
2
|
|
$25.2M
|
-$1.11M
|
-19,880
|
-4%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.54M
|
+$869K
|
+15,600
|
+11%
|
|
|
4
|
Disciplina Capital Management
Nashville,
Tennessee
|
$8.29M
|
+$7.91M
|
+141,910
|
New
|
|
|
5
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.85M
|
+$473K
|
+8,497
|
+7%
|
|
|
6
|
UBP Investment Advisors
Geneva,
Switzerland
|
$7.04M
|
+$1.19M
|
+21,408
|
+22%
|
|
|
7
|
Smith Anglin Financial
Dallas,
Texas
|
$6.92M
|
+$6.6M
|
+118,479
|
New
|
|
|
8
|
Little House Capital
Braintree,
Massachusetts
|
$3.27M
|
-$101K
|
-1,807
|
-3%
|
|
|
9
|
|
$3.01M
|
-$182K
|
-3,260
|
-6%
|
|
|
10
|
Calton & Associates
Tampa,
Florida
|
$2.35M
|
+$2.24M
|
+40,154
|
New
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$1.88M
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.45M
|
+$602K
|
+10,799
|
+77%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$1.29M
|
+$1.23M
|
+22,036
|
New
|
|
|
14
|
Townsend & Associates
Westminster,
Colorado
|
$1.24M
|
+$1.16M
|
+20,757
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
-$13.1K
|
-235
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
+$999K
|
+17,922
|
New
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.01M
|
+$962K
|
+17,260
|
New
|
|
|
18
|
First National Corp
Rockland,
Massachusetts
|
$906K
|
+$864K
|
+15,512
|
New
|
|
|
19
|
Lake Street Private Wealth
Chicago,
Illinois
|
$853K
|
–
|
–
|
–
|
|
|
20
|
Flow Traders U.S.
New York
|
$808K
|
+$770K
|
+13,828
|
New
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$675K
|
+$27.5K
|
+494
|
+4%
|
|
|
22
|
Spearhead Capital Advisors
Wellington,
Florida
|
$549K
|
+$524K
|
+9,397
|
New
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$445K
|
+$425K
|
+7,624
|
New
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$382K
|
+$358K
|
+6,434
|
+6,434%
|
|
|
25
|
Koshinski Asset Management
Decatur,
Illinois
|
$374K
|
+$357K
|
+6,409
|
New
|
|
