|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.5M
|
-$2.62M
|
-102,745
|
-8%
|
|
|
2
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.8M
|
+$3.1M
|
+121,683
|
New
|
|
|
3
|
|
$2.75M
|
+$1.9M
|
+74,612
|
+166%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$2.78M
|
+109,056
|
New
|
|
|
5
|
Level Four Advisory Services
Dallas,
Texas
|
$2.43M
|
+$24.6K
|
+964
|
+0.9%
|
|
|
6
|
|
$2.4M
|
+$645K
|
+25,346
|
+32%
|
|
|
7
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.79M
|
+$36.9K
|
+1,448
|
+2%
|
|
|
8
|
Private Trust Company
Cleveland,
Ohio
|
$1.43M
|
+$1.59M
|
+62,295
|
New
|
|
|
9
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1.4M
|
+$145K
|
+5,688
|
+11%
|
|
|
10
|
SFI Advisors
Montclair,
New Jersey
|
$1.09M
|
+$1.21M
|
+47,560
|
New
|
|
|
11
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$984K
|
+$1.09M
|
+42,798
|
New
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$778K
|
-$9.98K
|
-392
|
-1%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$759K
|
-$5.13M
|
-201,488
|
-86%
|
|
|
14
|
Evolution Wealth Advisors
Aventura,
Florida
|
$606K
|
+$671K
|
+26,330
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$394K
|
-$225K
|
-8,820
|
-34%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
-$8.4K
|
-330
|
-3%
|
|
|
17
|
Redmond Asset Management
Henrico,
Virginia
|
$251K
|
+$76.2K
|
+2,994
|
+38%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$46K
|
–
|
–
|
–
|
|
|
19
|
Eagle Bay Advisors
New York
|
$34.4K
|
+$37.9K
|
+1,489
|
New
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$9.85K
|
-$5.68K
|
-223
|
-34%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.86K
|
-$11.1K
|
-434
|
-72%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.3K
|
-$12.7K
|
-500
|
-83%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$1.26K
|
+$1.35K
|
+53
|
+2,650%
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$40
|
+$25
|
+1
|
New
|
|
|
25
|
|
$28
|
–
|
–
|
–
|
|
