|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$266M
|
–
|
–
|
–
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$137M
|
+$11M
|
+103,997
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$66.7M
|
+$772K
|
+7,311
|
+1%
|
|
|
4
|
Kestra Investment Management
Austin,
Texas
|
$27.3M
|
-$17.8M
|
-168,670
|
-40%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$27.2M
|
-$314K
|
-2,975
|
-1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$20.7M
|
-$1.3M
|
-12,270
|
-6%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$20.4M
|
+$1.61M
|
+15,224
|
+9%
|
|
|
8
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$12.3M
|
-$119K
|
-1,129
|
-1%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.13M
|
+$238K
|
+2,257
|
+4%
|
|
|
10
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$6.38M
|
+$37.1K
|
+351
|
+0.6%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.28M
|
-$129K
|
-1,224
|
-2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.26M
|
+$776K
|
+7,349
|
+15%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$5.74M
|
+$240K
|
+2,273
|
+4%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$4.82M
|
-$284K
|
-2,694
|
-6%
|
|
|
15
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$4.07M
|
+$90.6K
|
+858
|
+2%
|
|
|
16
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$4.04M
|
+$140K
|
+1,328
|
+4%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4M
|
+$198K
|
+1,874
|
+5%
|
|
|
18
|
Family Investment Center
Saint Joseph,
Missouri
|
$3.97M
|
+$103K
|
+975
|
+3%
|
|
|
19
|
Equitable Holdings
New York
|
$3.46M
|
+$501K
|
+4,744
|
+17%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.66M
|
-$119K
|
-1,125
|
-4%
|
|
|
21
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.61M
|
+$175K
|
+1,653
|
+7%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
-$4.54K
|
-43
|
-0.2%
|
|
|
23
|
|
$1.94M
|
+$1.89M
|
+17,877
|
New
|
|
|
24
|
Leavell Investment Management
Mobile,
Alabama
|
$1.86M
|
+$15.3K
|
+145
|
+0.9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
+$27.4K
|
+259
|
+2%
|
|
