|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$38.4M
|
-$2.78M
|
-53,667
|
-7%
|
|
|
2
|
|
$28.4M
|
+$25.5M
|
+491,997
|
+827%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$15.9M
|
+$3.59M
|
+69,452
|
+29%
|
|
|
4
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$15.1M
|
+$449K
|
+8,674
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$575K
|
+11,112
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$9.59M
|
-$442K
|
-8,534
|
-4%
|
|
|
7
|
FDx Advisors
Chicago,
Illinois
|
$5.32M
|
-$124K
|
-2,404
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.27M
|
+$1.01M
|
+19,455
|
+31%
|
|
|
9
|
Disciplina Capital Management
Nashville,
Tennessee
|
$4.06M
|
-$1.03M
|
-20,006
|
-20%
|
|
|
10
|
Horizons Wealth Management
Asheville,
North Carolina
|
$4.02M
|
+$220K
|
+4,256
|
+6%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.9M
|
+$3.92M
|
+75,725
|
New
|
|
|
12
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$3.79M
|
-$179K
|
-3,456
|
-4%
|
|
|
13
|
Telemus Capital
Southfield,
Michigan
|
$2.51M
|
-$133K
|
-2,567
|
-5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$1.97M
|
-$150K
|
-2,896
|
-7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.91M
|
-$236K
|
-4,566
|
-11%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.55M
|
-$548K
|
-10,592
|
-26%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.36M
|
+$23.5K
|
+455
|
+2%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.36M
|
+$23.5K
|
+455
|
+2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
-$883K
|
-17,059
|
-44%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$1.09M
|
+$195K
|
+3,762
|
+22%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$951K
|
+$146K
|
+2,823
|
+18%
|
|
|
22
|
Smith Anglin Financial
Dallas,
Texas
|
$896K
|
-$317K
|
-6,127
|
-26%
|
|
|
23
|
Strategic Advocates
Logan,
Utah
|
$891K
|
+$895K
|
+17,306
|
New
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$862K
|
+$28.2K
|
+545
|
+3%
|
|
|
25
|
Lake Street Private Wealth
Chicago,
Illinois
|
$825K
|
–
|
–
|
–
|
|
