|
26
|
Old Mission Capital
Chicago,
Illinois
|
$11.2M
|
+$4.56M
|
+78,555
|
+64%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
-$564K
|
-9,729
|
-5%
|
|
|
28
|
Prairiewood Capital
Fargo,
North Dakota
|
$9.75M
|
-$173K
|
-2,986
|
-2%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$9.26M
|
-$2.07M
|
-35,656
|
-18%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$8.91M
|
+$7.67M
|
+132,129
|
+481%
|
|
|
31
|
Principal Financial Group
Des Moines,
Iowa
|
$8.04M
|
-$8.4M
|
-144,800
|
-50%
|
|
|
32
|
Satovsky Asset Management
New York
|
$7.53M
|
+$153K
|
+2,634
|
+2%
|
|
|
33
|
Sachetta
Lynnfield,
Massachusetts
|
$7.39M
|
+$6.74M
|
+116,250
|
+733%
|
|
|
34
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$7.34M
|
+$249K
|
+4,297
|
+3%
|
|
|
35
|
PACK Private Wealth
Wayzata,
Minnesota
|
$7.11M
|
+$180K
|
+3,102
|
+2%
|
|
|
36
|
M&T Bank
Buffalo,
New York
|
$6.88M
|
–
|
–
|
–
|
|
|
37
|
Versant Capital Management
Phoenix,
Arizona
|
$6.86M
|
+$1.57M
|
+27,047
|
+28%
|
|
|
38
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.7M
|
-$10.5K
|
-181
|
-0.2%
|
|
|
39
|
|
$5.58M
|
+$5.8M
|
+100,000
|
New
|
|
|
40
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.48M
|
-$71.1K
|
-1,225
|
-1%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$5.4M
|
-$442K
|
-7,620
|
-7%
|
|
|
42
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.4M
|
-$34.4K
|
-593
|
-0.6%
|
|
|
43
|
Longview Financial Advisors
Huntsville,
Alabama
|
$5.26M
|
+$52.4K
|
+904
|
+1%
|
|
|
44
|
Valmark Advisers
Akron,
Ohio
|
$5.22M
|
-$47.5K
|
-818
|
-0.9%
|
|
|
45
|
Steph & Co
Marinette,
Wisconsin
|
$5.19M
|
+$183K
|
+3,156
|
+4%
|
|
|
46
|
Natixis Advisors
Boston,
Massachusetts
|
$4.65M
|
+$17.3K
|
+299
|
+0.4%
|
|
|
47
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4.63M
|
-$294K
|
-5,067
|
-6%
|
|
|
48
|
Oxford Financial Group
Carmel,
Indiana
|
$4.43M
|
+$161K
|
+2,777
|
+4%
|
|
|
49
|
VPR Management
Houston,
Texas
|
$4.33M
|
–
|
–
|
–
|
|
|
50
|
Fiduciary Financial Group
San Rafael,
California
|
$4.28M
|
+$4.33M
|
+74,680
|
New
|
|
