|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$39.5M
|
+$9.54M
|
+189,374
|
+31%
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$18.6M
|
+$4.59M
|
+91,153
|
+32%
|
|
|
3
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.1M
|
+$1.02M
|
+20,294
|
+8%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$11.8M
|
+$12M
|
+238,451
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.75M
|
+$6.96M
|
+138,236
|
+235%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$9.63M
|
-$3.24M
|
-64,385
|
-25%
|
|
|
7
|
FDx Advisors
Chicago,
Illinois
|
$5.23M
|
+$5.32M
|
+105,681
|
New
|
|
|
8
|
Disciplina Capital Management
Nashville,
Tennessee
|
$4.9M
|
-$124K
|
-2,453
|
-2%
|
|
|
9
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$3.81M
|
-$338K
|
-6,710
|
-8%
|
|
|
10
|
Horizons Wealth Management
Asheville,
North Carolina
|
$3.63M
|
-$159K
|
-3,148
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
-$157K
|
-3,122
|
-5%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.05M
|
+$3M
|
+59,481
|
New
|
|
|
13
|
|
$2.94M
|
-$8.06M
|
-160,125
|
-73%
|
|
|
14
|
Telemus Capital
Southfield,
Michigan
|
$2.54M
|
-$156K
|
-3,089
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.06M
|
+$42.9K
|
+851
|
+2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$2.04M
|
+$167K
|
+3,307
|
+9%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.02M
|
+$91K
|
+1,808
|
+5%
|
|
|
18
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2M
|
-$410K
|
-8,138
|
-17%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.91M
|
-$1.42M
|
-28,295
|
-42%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.28M
|
+$1.31M
|
+25,941
|
New
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.28M
|
+$1.31M
|
+25,941
|
New
|
|
|
22
|
Smith Anglin Financial
Dallas,
Texas
|
$1.16M
|
-$17.4M
|
-345,130
|
-94%
|
|
|
23
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.16M
|
+$88.3K
|
+1,753
|
+8%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$860K
|
-$550K
|
-10,932
|
-39%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$801K
|
+$50.1K
|
+994
|
+7%
|
|
