|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$30.8M
|
-$4.9M
|
-104,865
|
-14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$993K
|
+21,265
|
+9%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$11.5M
|
-$3.69M
|
-79,092
|
-25%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$7.78M
|
+$1.11M
|
+23,716
|
+17%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$6.89M
|
-$138K
|
-2,955
|
-2%
|
|
|
6
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.53M
|
+$458K
|
+9,798
|
+9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.28M
|
-$9.64M
|
-206,431
|
-65%
|
|
|
8
|
FDx Advisors
Chicago,
Illinois
|
$4.71M
|
+$5.37K
|
+115
|
+0.1%
|
|
|
9
|
|
$4.65M
|
+$2.75M
|
+58,843
|
+154%
|
|
|
10
|
Horizons Wealth Management
Asheville,
North Carolina
|
$4.32M
|
–
|
–
|
–
|
|
|
11
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$2.85M
|
-$139K
|
-2,980
|
-5%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.28M
|
+$2.22M
|
+47,473
|
New
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.94M
|
+$1.89M
|
+40,425
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$22.7K
|
-486
|
-1%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$1.47M
|
+$223K
|
+4,770
|
+18%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.46M
|
+$1.42M
|
+30,356
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
+$89.1K
|
+1,909
|
+9%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$40.3K
|
+864
|
+4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$998K
|
+$352K
|
+7,545
|
+57%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$826K
|
+$545K
|
+11,680
|
+211%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$790K
|
-$16K
|
-342
|
-2%
|
|
|
22
|
Lake Street Private Wealth
Chicago,
Illinois
|
$759K
|
–
|
–
|
–
|
|
|
23
|
Hollencrest Capital Management
Newport Beach,
California
|
$634K
|
+$7.24K
|
+155
|
+1%
|
|
|
24
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$634K
|
+$7.24K
|
+155
|
+1%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$504K
|
-$10.8K
|
-231
|
-2%
|
|
