|
1001
|
Claret Asset Management
Montreal,
Quebec, Canada
|
US$ 253 mil
|
+US$ 152 mil
|
+1.614
|
+84%
|
|
|
1002
|
AlphaCore Capital
La Jolla,
California
|
US$ 253 mil
|
+US$ 129 mil
|
+1.369
|
+64%
|
|
|
1003
|
Martel Wealth Advisors
Vancouver,
Washington
|
US$ 252 mil
|
+US$ 48,2 mil
|
+512
|
+17%
|
|
|
1004
|
Rothschild Investment LLC
Chicago,
Illinois
|
US$ 252 mil
|
+US$ 124 mil
|
+1.320
|
+60%
|
|
|
1005
|
TownSquare Capital
Provo,
Utah
|
US$ 252 mil
|
-US$ 112 mil
|
-1.193
|
-25%
|
|
|
1006
|
180 Wealth Advisors
Federal Way,
Washington
|
US$ 250 mil
|
+US$ 90,7 mil
|
+963
|
+38%
|
|
|
1007
|
Empirical Wealth Management
Seattle,
Washington
|
US$ 250 mil
|
+US$ 11,2 mil
|
+119
|
+4%
|
|
|
1008
|
|
US$ 250 mil
|
-US$ 1,29 mi
|
-13.735
|
-80%
|
|
|
1009
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
US$ 245 mil
|
-US$ 13,8 mi
|
-146.487
|
-98%
|
|
|
1010
|
Pine Valley Investments
Marlton,
New Jersey
|
US$ 244 mil
|
-US$ 240 mil
|
-2.554
|
-43%
|
|
|
1011
|
Boothbay Fund Management
New York
|
US$ 244 mil
|
+US$ 320 mil
|
+3.402
|
Nova
|
|
|
1012
|
Sun Financial
Midvale,
Utah
|
US$ 244 mil
|
+US$ 307 mil
|
+3.265
|
Nova
|
|
|
1013
|
Beese Fulmer Investment Management
Canton,
Ohio
|
US$ 244 mil
|
-US$ 46,4 mil
|
-493
|
-13%
|
|
|
1014
|
YANKCOM Partnership
Yankton,
South Dakota
|
US$ 243 mil
|
+US$ 53,9 mil
|
+573
|
+20%
|
|
|
1015
|
Arlington Partners
Birmingham,
Alabama
|
US$ 242 mil
|
+US$ 127 mil
|
+1.347
|
+66%
|
|
|
1016
|
|
US$ 241 mil
|
+US$ 315 mil
|
+3.349
|
Nova
|
|
|
1017
|
|
US$ 239 mil
|
+US$ 313 mil
|
+3.326
|
Nova
|
|
|
1018
|
S.A. Mason
Holland,
Michigan
|
US$ 239 mil
|
–
|
–
|
–
|
|
|
1019
|
Forza Wealth Management
Sarasota,
Florida
|
US$ 238 mil
|
+US$ 104 mil
|
+1.100
|
+50%
|
|
|
1020
|
SS&H Financial Advisors
Troy,
Michigan
|
US$ 237 mil
|
+US$ 311 mil
|
+3.300
|
Nova
|
|
|
1021
|
Great Lakes Advisors
Chicago,
Illinois
|
US$ 236 mil
|
-US$ 1,22 mi
|
-12.959
|
-80%
|
|
|
1022
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
US$ 235 mil
|
-US$ 6,12 mil
|
-65
|
-2%
|
|
|
1023
|
AGF Management
Toronto,
Ontario, Canada
|
US$ 235 mil
|
–
|
–
|
–
|
|
|
1024
|
Searle & Co
Greenwich,
Connecticut
|
US$ 234 mil
|
–
|
–
|
–
|
|
|
1025
|
Corsicana & Co
Corsicana,
Texas
|
US$ 233 mil
|
-US$ 64,5 mil
|
-685
|
-17%
|
|
