|
101
|
First American Trust
Santa Ana,
California
|
$5.42M
|
+$840K
|
+7,867
|
+18%
|
|
|
102
|
Credit Suisse
Zurich,
Switzerland
|
$5.17M
|
-$11M
|
-102,927
|
-68%
|
|
|
103
|
LifePlan Financial Group
Dayton,
Ohio
|
$4.95M
|
+$2.02M
|
+18,921
|
+69%
|
|
|
104
|
Rafferty Asset Management
New York
|
$4.58M
|
+$2.46M
|
+23,000
|
+115%
|
|
|
105
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.5M
|
-$1.71M
|
-16,022
|
-28%
|
|
|
106
|
IndexIQ Advisors
New York
|
$4.5M
|
+$44.2K
|
+414
|
+1%
|
|
|
107
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.42M
|
-$206K
|
-1,930
|
-4%
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$4.3M
|
-$1.35M
|
-12,619
|
-24%
|
|
|
109
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.24M
|
-$353K
|
-3,305
|
-8%
|
|
|
110
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.17M
|
+$207K
|
+1,934
|
+5%
|
|
|
111
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.11M
|
-$23.1M
|
-216,475
|
-85%
|
|
|
112
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$4.04M
|
+$360K
|
+3,372
|
+10%
|
|
|
113
|
Millennium Management
New York
|
$3.97M
|
+$1.69M
|
+15,862
|
+74%
|
|
|
114
|
Oppenheimer Asset Management
New York
|
$3.94M
|
-$466K
|
-4,367
|
-11%
|
|
|
115
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.86M
|
+$120K
|
+1,120
|
+3%
|
|
|
116
|
HL Financial Services
Louisville,
Kentucky
|
$3.8M
|
+$1.65M
|
+15,423
|
+76%
|
|
|
117
|
Mariner Investment Group
Harrison,
New York
|
$3.79M
|
-$2.46M
|
-23,000
|
-39%
|
|
|
118
|
AFAM Capital
Austin,
Texas
|
$3.78M
|
+$1.37M
|
+12,783
|
+56%
|
|
|
119
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$3.76M
|
–
|
–
|
–
|
|
|
120
|
Litman Gregory Wealth Management
Larkspur,
California
|
$3.64M
|
+$101K
|
+947
|
+3%
|
|
|
121
|
US Bancorp
Minneapolis,
Minnesota
|
$3.61M
|
-$94.9K
|
-889
|
-3%
|
|
|
122
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.54M
|
+$737K
|
+6,898
|
+26%
|
|
|
123
|
GW & Wade
Wellesley,
Massachusetts
|
$3.43M
|
+$62.5K
|
+585
|
+2%
|
|
|
124
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.42M
|
-$993K
|
-9,300
|
-22%
|
|
|
125
|
Weatherstone Capital Management
Denver,
Colorado
|
$3.42M
|
-$256K
|
-2,400
|
-7%
|
|
