|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$17.8M
|
+$1.92M
|
+38,157
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
+$1.02M
|
+20,386
|
+6%
|
|
|
3
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$14.2M
|
-$2.62M
|
-52,224
|
-16%
|
|
|
4
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$13.5M
|
+$2.51M
|
+49,982
|
+23%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$12.8M
|
+$1.39M
|
+27,615
|
+12%
|
|
|
6
|
Disciplina Capital Management
Nashville,
Tennessee
|
$8.25M
|
+$2.65M
|
+52,800
|
+48%
|
|
|
7
|
|
$6.29M
|
-$38.1K
|
-758
|
-0.6%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.47M
|
+$5.45M
|
+108,421
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.24M
|
-$1.65M
|
-32,804
|
-24%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.27M
|
+$1.16M
|
+23,006
|
+37%
|
|
|
11
|
FDx Advisors
Chicago,
Illinois
|
$3.68M
|
-$109K
|
-2,167
|
-3%
|
|
|
12
|
Horizons Wealth Management
Asheville,
North Carolina
|
$3.46M
|
+$6.38K
|
+127
|
+0.2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.8M
|
+$2.78M
|
+55,443
|
New
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$2.3M
|
+$242K
|
+4,818
|
+12%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$1.7M
|
-$13.7K
|
-273
|
-0.8%
|
|
|
16
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.56M
|
-$31.4M
|
-625,434
|
-95%
|
|
|
17
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.51M
|
+$1.51M
|
+30,000
|
New
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$1.28M
|
+$51.7K
|
+1,029
|
+4%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.15M
|
-$149K
|
-2,967
|
-12%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.08M
|
+$113K
|
+2,241
|
+12%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.03M
|
+$70.7K
|
+1,407
|
+7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$915K
|
-$186K
|
-3,702
|
-17%
|
|
|
23
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$864K
|
+$861K
|
+17,134
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$845K
|
-$61.4K
|
-1,223
|
-7%
|
|
|
25
|
Lake Street Private Wealth
Chicago,
Illinois
|
$743K
|
-$50
|
-1
|
-0%
|
|
