|
1
|
Smith Anglin Financial
Dallas,
Texas
|
$39.8M
|
-$3.94M
|
-69,831
|
-10%
|
|
|
2
|
|
$38.9M
|
+$6.74M
|
+119,528
|
+23%
|
|
|
3
|
Destiny Wealth Partners
Tavares,
Florida
|
$22.7M
|
+$13.2M
|
+234,083
|
+172%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$20.6M
|
+$19M
|
+336,125
|
New
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$20.4M
|
+$5.23M
|
+92,787
|
+39%
|
|
|
6
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$18.3M
|
-$22.9M
|
-405,321
|
-58%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.3M
|
+$2.14M
|
+37,902
|
+26%
|
|
|
8
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11.2M
|
-$1.25M
|
-22,110
|
-11%
|
|
|
9
|
UBP Investment Advisors
Geneva,
Switzerland
|
$10.9M
|
+$5.71M
|
+101,193
|
+85%
|
|
|
10
|
55I LLC
Boston,
Massachusetts
|
$8.4M
|
-$4.75M
|
-84,193
|
-38%
|
|
|
11
|
New York State Common Retirement Fund
Albany,
New York
|
$7.21M
|
+$6.63M
|
+117,608
|
New
|
|
|
12
|
|
$4.77M
|
+$4.38M
|
+77,627
|
+88,213%
|
|
|
13
|
|
$4.44M
|
-$2.69M
|
-47,780
|
-40%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$4.37M
|
-$1.32M
|
-23,402
|
-25%
|
|
|
15
|
Telemus Capital
Southfield,
Michigan
|
$3.95M
|
+$3.63M
|
+64,334
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.85M
|
-$538K
|
-9,538
|
-13%
|
|
|
17
|
Little House Capital
Braintree,
Massachusetts
|
$2.27M
|
-$1.16M
|
-20,636
|
-36%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.13M
|
-$849K
|
-15,056
|
-30%
|
|
|
19
|
NWAM LLC
Mercer Island,
Washington
|
$1.9M
|
+$1.45M
|
+25,790
|
+506%
|
|
|
20
|
Townsend & Associates
Westminster,
Colorado
|
$1.83M
|
+$248K
|
+4,392
|
+18%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$1.33M
|
+$1.22M
|
+21,662
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$1.3M
|
+$1.19M
|
+21,141
|
New
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.26M
|
-$171K
|
-3,037
|
-13%
|
|
|
24
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.22M
|
-$2.97M
|
-52,753
|
-73%
|
|
|
25
|
First National Corp
Rockland,
Massachusetts
|
$1.07M
|
+$104K
|
+1,849
|
+12%
|
|
