|
1
|
|
$82.7M
|
-$16.9M
|
-528,042
|
-15%
|
|
|
2
|
|
$32.1M
|
-$901K
|
-28,172
|
-2%
|
|
|
3
|
|
$31.5M
|
+$35.2M
|
+1,100,000
|
New
|
|
|
4
|
USA Financial Formulas
Ada,
Michigan
|
$27.3M
|
+$12.1M
|
+378,241
|
+65%
|
|
|
5
|
|
$26.8M
|
+$248K
|
+7,759
|
+0.8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
+$4.2M
|
+131,324
|
+20%
|
|
|
7
|
Strategic Investment Management
Arlington,
Virginia
|
$20.2M
|
–
|
–
|
–
|
|
|
8
|
|
$19.9M
|
+$20.5M
|
+642,203
|
+1,148%
|
|
|
9
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$17.6M
|
-$993K
|
-31,028
|
-5%
|
|
|
10
|
|
$12.3M
|
+$3.31M
|
+103,515
|
+32%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.46M
|
-$23M
|
-717,698
|
-73%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$7.38M
|
-$132K
|
-4,130
|
-2%
|
|
|
13
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$6.16M
|
+$1.46M
|
+45,719
|
+27%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$5.66M
|
+$24.7K
|
+772
|
+0.4%
|
|
|
15
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$4.9M
|
-$43.8K
|
-1,368
|
-0.8%
|
|
|
16
|
Callan Family Office
Radnor,
Pennsylvania
|
$4.81M
|
-$407K
|
-12,710
|
-7%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.35M
|
+$3.9M
|
+121,747
|
+399%
|
|
|
18
|
Sovran Advisors
San Diego,
California
|
$3.97M
|
-$57.5K
|
-1,798
|
-1%
|
|
|
19
|
Accordant Advisory Group
Annapolis,
Maryland
|
$3.57M
|
+$4M
|
+124,943
|
New
|
|
|
20
|
Inscription Capital
Houston,
Texas
|
$3.38M
|
-$548K
|
-17,128
|
-13%
|
|
|
21
|
Rakuten Investment Management
Tokyo,
Japan
|
$3.36M
|
-$3.78M
|
-118,000
|
-50%
|
|
|
22
|
Washington Growth Strategies
Washington,
District of Columbia
|
$3.31M
|
–
|
–
|
–
|
|
|
23
|
Founders Financial Securities
Towson,
Maryland
|
$3.28M
|
+$3.67M
|
+114,649
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.25M
|
+$1.47M
|
+45,818
|
+68%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.53M
|
-$7.56M
|
-236,365
|
-73%
|
|
