|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$35.1M
|
+$79.5K
|
+1,578
|
+0.2%
|
|
|
2
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$15.3M
|
+$1.59M
|
+31,625
|
+11%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$15M
|
+$574K
|
+11,394
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
+$11.8M
|
+233,565
|
+282%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$1.23M
|
+24,425
|
+12%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.92M
|
-$1.98M
|
-39,274
|
-21%
|
|
|
7
|
Principal Securities
Des Moines,
Iowa
|
$6.52M
|
+$6.98M
|
+138,542
|
New
|
|
|
8
|
Disciplina Capital Management
Nashville,
Tennessee
|
$4.96M
|
+$1.34M
|
+26,572
|
+34%
|
|
|
9
|
FDx Advisors
Chicago,
Illinois
|
$4.61M
|
-$263K
|
-5,227
|
-5%
|
|
|
10
|
Horizons Wealth Management
Asheville,
North Carolina
|
$4.32M
|
+$691K
|
+13,730
|
+18%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$3M
|
+$3.21M
|
+63,681
|
New
|
|
|
12
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$2.94M
|
-$554K
|
-10,995
|
-15%
|
|
|
13
|
Telemus Capital
Southfield,
Michigan
|
$2.18M
|
-$116K
|
-2,304
|
-5%
|
|
|
14
|
|
$1.98M
|
+$2.11M
|
+41,930
|
+37,106%
|
|
|
15
|
|
$1.8M
|
-$25.8M
|
-513,276
|
-93%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$206K
|
-4,101
|
-11%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$1.22M
|
+$242K
|
+4,811
|
+23%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$45.7K
|
+908
|
+4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$997K
|
+$138K
|
+2,744
|
+15%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$791K
|
+$4.48K
|
+89
|
+0.5%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$774K
|
+$828K
|
+16,446
|
+411,150%
|
|
|
22
|
Lake Street Private Wealth
Chicago,
Illinois
|
$745K
|
–
|
–
|
–
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$624K
|
+$206K
|
+4,092
|
+45%
|
|
|
24
|
InterOcean Capital Group
Nashville,
Tennessee
|
$616K
|
-$93.9K
|
-1,865
|
-12%
|
|
|
25
|
Hollencrest Capital Management
Newport Beach,
California
|
$615K
|
+$84.1K
|
+1,671
|
+15%
|
|
