|
1
|
Smith Anglin Financial
Dallas,
Texas
|
$35.5M
|
+$34.1M
|
+599,959
|
+506%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$34.8M
|
+$1.64M
|
+28,900
|
+4%
|
|
|
3
|
|
$25.5M
|
+$4.78M
|
+83,995
|
+20%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11.9M
|
+$13.7M
|
+240,222
|
New
|
|
|
5
|
55I LLC
Boston,
Massachusetts
|
$10.9M
|
+$12.6M
|
+221,091
|
New
|
|
|
6
|
Disciplina Capital Management
Nashville,
Tennessee
|
$10.1M
|
+$3.57M
|
+62,724
|
+44%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.24M
|
-$973K
|
-17,103
|
-10%
|
|
|
8
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.74M
|
+$97.9K
|
+1,720
|
+1%
|
|
|
9
|
|
$5.95M
|
+$3.91M
|
+68,702
|
+133%
|
|
|
10
|
UBP Investment Advisors
Geneva,
Switzerland
|
$5.87M
|
-$102K
|
-1,787
|
-1%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$4.68M
|
+$5.38M
|
+94,567
|
New
|
|
|
12
|
Intelligence Driven Advisers
Carlsbad,
California
|
$3.79M
|
+$4.11M
|
+72,328
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.73M
|
+$3.2M
|
+56,206
|
+300%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
+$3.09M
|
+54,382
|
+303%
|
|
|
15
|
Little House Capital
Braintree,
Massachusetts
|
$2.85M
|
+$90.3K
|
+1,588
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
+$2.83M
|
+49,753
|
New
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.45M
|
+$690K
|
+12,131
|
+70%
|
|
|
18
|
Townsend & Associates
Westminster,
Colorado
|
$1.28M
|
+$231K
|
+4,055
|
+20%
|
|
|
19
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.17M
|
+$1.34M
|
+23,559
|
New
|
|
|
20
|
One Advisory Partners
Overland Park,
Kansas
|
$870K
|
+$1M
|
+17,591
|
New
|
|
|
21
|
First National Corp
Rockland,
Massachusetts
|
$772K
|
+$5.46K
|
+96
|
+0.6%
|
|
|
22
|
InterOcean Capital Group
Nashville,
Tennessee
|
$772K
|
+$887K
|
+15,598
|
New
|
|
|
23
|
Lake Street Private Wealth
Chicago,
Illinois
|
$722K
|
–
|
–
|
–
|
|
|
24
|
One Wealth Advisors
San Francisco,
California
|
$634K
|
+$729K
|
+12,814
|
New
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$571K
|
-$910
|
-16
|
-0.1%
|
|
