|
1876
|
Catamount Wealth Management
Westport,
Connecticut
|
US$ 58 mil
|
-US$ 29,3 mil
|
1
|
0,03%
|
Reduzida
|
|
|
1877
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
US$ 57 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1878
|
Sharkey, Howes & Javer
Denver,
Colorado
|
US$ 57 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1879
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$ 56 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1880
|
Polaris Wealth Advisory Group
San Rafael,
California
|
US$ 54 mil
|
-US$ 27,5 mil
|
1
|
0%
|
Reduzida
|
|
|
1881
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
US$ 52 mil
|
-US$ 17,9 mil
|
1
|
0,03%
|
Reduzida
|
|
|
1882
|
Lucia Wealth Services
San Diego,
California
|
US$ 52 mil
|
-US$ 6,56 mil
|
1
|
0,02%
|
Reduzida
|
|
|
1883
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
US$ 51 mil
|
+US$ 14,6 mil
|
1
|
0,04%
|
Aumentada
|
|
|
1884
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
US$ 50 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1885
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$ 47 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1886
|
Townsend & Associates
Westminster,
Colorado
|
US$ 47 mil
|
+US$ 697
|
1
|
0,05%
|
Aumentada
|
|
|
1887
|
Strategic Wealth Partners
Independence,
Ohio
|
US$ 46 mil
|
+US$ 16,6 mil
|
1
|
0,03%
|
Aumentada
|
|
|
1888
|
Lenox Wealth Management
Cincinnati,
Ohio
|
US$ 45 mil
|
-US$ 2,37 mil
|
1
|
0,01%
|
Reduzida
|
|
|
1889
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
US$ 45 mil
|
+US$ 139
|
1
|
0,04%
|
Aumentada
|
|
|
1890
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$ 45 mil
|
-US$ 11,7 mil
|
1
|
0,03%
|
Reduzida
|
|
|
1891
|
TLP Group
Evanston,
Illinois
|
US$ 44 mil
|
-US$ 8,93 mil
|
1
|
0,07%
|
Reduzida
|
|
|
1892
|
Exane Asset Management
Paris,
France
|
US$ 42,2 mil
|
+US$ 44,1 mil
|
1
|
0,02%
|
Nova
|
|
|
1893
|
America First Investment Advisors
Omaha,
Nebraska
|
US$ 42 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1894
|
Norway Savings Bank
Portland,
Maine
|
US$ 42 mil
|
-US$ 6 mil
|
1
|
0,04%
|
Reduzida
|
|
|
1895
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
US$ 42 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1896
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
US$ 40 mil
|
-US$ 13,9 mil
|
1
|
0,03%
|
Reduzida
|
|
|
1897
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
US$ 38 mil
|
-US$ 16,9 mil
|
1
|
0,04%
|
Reduzida
|
|
|
1898
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
US$ 38 mil
|
-US$ 324 mil
|
1
|
0,14%
|
Reduzida
|
|
|
1899
|
Watermark Asset Management
San Ramon,
California
|
US$ 36 mil
|
+US$ 3,07 mil
|
1
|
0,02%
|
Aumentada
|
|
|
1900
|
Ballew Advisors
Jackson,
Mississippi
|
US$ 35 mil
|
+US$ 1,53 mil
|
1
|
0,04%
|
Aumentada
|
|
