|
1876
|
Shamrock Asset Management
Dallas,
Texas
|
US$ 18 mil
|
US$ 0
|
1
|
0,03%
|
Mantida
|
|
|
1877
|
Credential Qtrade Securities
Vancouver,
|
US$ 17,3 mil
|
-US$ 45,1 mil
|
1
|
0%
|
Reduzida
|
|
|
1878
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
US$ 17 mil
|
-US$ 6,24 mil
|
1
|
0,02%
|
Reduzida
|
|
|
1879
|
Crosspoint Capital Strategies
Orinda,
California
|
US$ 17 mil
|
+US$ 18,8 mil
|
1
|
1,25%
|
Nova
|
|
|
1880
|
Horrell Capital Management
Little Rock,
Arkansas
|
US$ 16 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1881
|
Next Capital Management
New York
|
US$ 16 mil
|
+US$ 17,9 mil
|
1
|
0,01%
|
Nova
|
|
|
1882
|
NewDay Solutions
Hampton,
New Hampshire
|
US$ 15 mil
|
+US$ 16,8 mil
|
1
|
0,01%
|
Nova
|
|
|
1883
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
US$ 14 mil
|
+US$ 15,2 mil
|
1
|
0%
|
Nova
|
|
|
1884
|
Bray Capital Advisors
Naples,
Florida
|
US$ 13 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1885
|
Lee Financial
Dallas,
Texas
|
US$ 12 mil
|
-US$ 13,2 mil
|
1
|
0%
|
Reduzida
|
|
|
1886
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
US$ 11 mil
|
-US$ 65,1 mil
|
1
|
0,01%
|
Reduzida
|
|
|
1887
|
Skylands Capital
Milwaukee,
Wisconsin
|
US$ 11 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1888
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$ 10 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1889
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
US$ 7 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1890
|
Stumpf Capital Management
Scottsdale,
Arizona
|
US$ 7 mil
|
US$ 0
|
1
|
0,01%
|
Mantida
|
|
|
1891
|
Crewe Advisors
Salt Lake City,
Utah
|
US$ 6 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1892
|
Ironwood Financial
Tucson,
Arizona
|
US$ 6 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1893
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$ 6 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1894
|
1 North Wealth Services
Annapolis,
Maryland
|
US$ 5 mil
|
+US$ 6 mil
|
1
|
0%
|
Nova
|
|
|
1895
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$ 5 mil
|
+US$ 1,44 mil
|
1
|
0%
|
Aumentada
|
|
|
1896
|
LifePlan Financial Group
Dayton,
Ohio
|
US$ 3 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
1897
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
US$ 2 mil
|
+US$ 2,16 mil
|
1
|
0,01%
|
Nova
|
|
|
1898
|
Lake Point Wealth Management
Rockwall,
Texas
|
US$ 2 mil
|
+US$ 2,16 mil
|
1
|
0%
|
Nova
|
|
|
1899
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$ 1 mil
|
+US$ 1,2 mil
|
1
|
0%
|
Nova
|
|
|
1900
|
Global Trust Asset Management
West Palm Beach,
Florida
|
US$ 1 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|