|
1
|
Disciplina Capital Management
Nashville,
Tennessee
|
$49.6M
|
+$21.2M
|
+425,190
|
+369%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$37.4M
|
+$5.78M
|
+115,806
|
+18%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$1.69M
|
+33,879
|
+13%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$11.6M
|
-$286K
|
-5,725
|
-2%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$9.71M
|
+$1.71M
|
+34,309
|
+21%
|
|
|
6
|
|
$8.18M
|
+$3.42M
|
+68,518
|
+71%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$5.73M
|
-$1.39M
|
-27,918
|
-19%
|
|
|
8
|
FDx Advisors
Chicago,
Illinois
|
$4.71M
|
-$141K
|
-2,828
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.53M
|
-$918K
|
-18,397
|
-17%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.71M
|
+$2.17M
|
+43,544
|
+143%
|
|
|
11
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$2.85M
|
-$91.8K
|
-1,840
|
-3%
|
|
|
12
|
Horizons Wealth Management
Asheville,
North Carolina
|
$2.46M
|
-$2.04M
|
-40,886
|
-45%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.43M
|
+$81.9K
|
+1,642
|
+3%
|
|
|
14
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.25M
|
+$1.77M
|
+35,402
|
+348%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$1.56M
|
+$39.9K
|
+799
|
+3%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
+$468K
|
+9,382
|
+45%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.47M
|
-$129K
|
-2,591
|
-8%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.43M
|
-$576K
|
-11,537
|
-29%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
+$85.3K
|
+1,709
|
+7%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
-$61.3K
|
-1,229
|
-5%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$961K
|
+$149K
|
+2,990
|
+18%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$897K
|
+$46.9K
|
+940
|
+5%
|
|
|
23
|
Lake Street Private Wealth
Chicago,
Illinois
|
$755K
|
-$27.7K
|
-556
|
-4%
|
|
|
24
|
Relative Value Partners Group
|
$755K
|
+$763K
|
+15,281
|
New
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$588K
|
+$594K
|
+11,898
|
New
|
|
