|
1
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$36.2M
|
+$8.11M
|
+301,278
|
+29%
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$26.9M
|
–
|
–
|
–
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$21.7M
|
+$14.7M
|
+546,064
|
+211%
|
|
|
4
|
Guardian Financial Partners
Orange,
California
|
$19M
|
+$1.01M
|
+37,493
|
+6%
|
|
|
5
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$18.4M
|
+$18.4M
|
+684,170
|
New
|
|
|
6
|
Black Swift Group
Boulder,
Colorado
|
$16.5M
|
+$660K
|
+24,510
|
+4%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$12.3M
|
+$767K
|
+28,512
|
+7%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.7M
|
+$7.24M
|
+268,881
|
+161%
|
|
|
9
|
Empowered Funds
Havertown,
Pennsylvania
|
$11.3M
|
+$11.3M
|
+418,933
|
New
|
|
|
10
|
Ocean Park Asset Management
Santa Monica,
California
|
$8.04M
|
+$8.03M
|
+298,300
|
New
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$7.54M
|
+$596K
|
+22,133
|
+9%
|
|
|
12
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$6.95M
|
+$1.96M
|
+72,997
|
+39%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$6.78M
|
+$469K
|
+17,437
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
+$547K
|
+20,329
|
+10%
|
|
|
15
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$5.32M
|
+$3.86M
|
+143,439
|
+265%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.12M
|
-$1.66M
|
-61,691
|
-25%
|
|
|
17
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.62M
|
-$777K
|
-28,877
|
-15%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.81M
|
+$3.8M
|
+141,255
|
New
|
|
|
19
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.34M
|
-$108K
|
-4,000
|
-3%
|
|
|
20
|
Natixis Advisors
Boston,
Massachusetts
|
$3.27M
|
+$689K
|
+25,584
|
+27%
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$1.98M
|
+$1.97M
|
+73,015
|
New
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$1.49M
|
+$1.48M
|
+55,143
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$1.46M
|
-$13.8M
|
-513,364
|
-90%
|
|
|
24
|
Founders Financial Securities
Towson,
Maryland
|
$1.38M
|
+$1.38M
|
+51,280
|
New
|
|
|
25
|
|
$1.29M
|
-$13.3M
|
-495,061
|
-91%
|
|
