|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$38.3M
|
+$553K
|
+11,445
|
+2%
|
|
|
2
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$17.8M
|
+$5.89M
|
+121,924
|
+52%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$820K
|
+16,980
|
+6%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$10.5M
|
+$724K
|
+14,990
|
+8%
|
|
|
5
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.19M
|
-$21.1M
|
-436,376
|
-81%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.74M
|
+$159K
|
+3,287
|
+4%
|
|
|
7
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.47M
|
+$4.29M
|
+88,886
|
New
|
|
|
8
|
FDx Advisors
Chicago,
Illinois
|
$4.44M
|
-$305K
|
-6,309
|
-7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.5M
|
-$2.21M
|
-45,761
|
-39%
|
|
|
10
|
|
$3.02M
|
+$2.93M
|
+60,618
|
+551,073%
|
|
|
11
|
Horizons Wealth Management
Asheville,
North Carolina
|
$2.64M
|
+$94.5K
|
+1,958
|
+4%
|
|
|
12
|
|
$2.29M
|
-$5.77M
|
-119,566
|
-72%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$1.68M
|
+$173K
|
+3,591
|
+12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$136K
|
+2,810
|
+9%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$1.58M
|
+$5.12K
|
+106
|
+0.3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
-$38.9K
|
-805
|
-3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$33.8K
|
+701
|
+3%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$951K
|
-$18.9K
|
-392
|
-2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$899K
|
-$5.94K
|
-123
|
-0.7%
|
|
|
20
|
Silver Oak Securities
Jackson,
Tennessee
|
$886K
|
+$857K
|
+17,743
|
+443,575%
|
|
|
21
|
Lake Street Private Wealth
Chicago,
Illinois
|
$762K
|
–
|
–
|
–
|
|
|
22
|
Hollencrest Capital Management
Newport Beach,
California
|
$639K
|
+$56.4K
|
+1,168
|
+10%
|
|
|
23
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$639K
|
+$56.4K
|
+1,168
|
+10%
|
|
|
24
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$503K
|
-$1.71M
|
-35,402
|
-78%
|
|
|
25
|
Pullen Investment Management
Bradenton,
Florida
|
$470K
|
–
|
–
|
–
|
|
