|
1
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$143M
|
+$150M
|
+5,735,731
|
New
|
|
|
2
|
|
$34.3M
|
+$7M
|
+267,766
|
+24%
|
|
|
3
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$25.4M
|
-$8.9M
|
-340,676
|
-25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
+$9.65M
|
+369,253
|
+61%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
+$11.3M
|
+431,645
|
+92%
|
|
|
6
|
|
$6.87M
|
-$684K
|
-26,188
|
-9%
|
|
|
7
|
Summit Asset Management
Memphis,
Tennessee
|
$4.97M
|
+$546K
|
+20,884
|
+12%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.51M
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
-$2.67M
|
-102,337
|
-49%
|
|
|
10
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$2.61M
|
+$976K
|
+37,349
|
+55%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.34M
|
+$2.46M
|
+93,938
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$249K
|
+9,544
|
+12%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.18M
|
-$1.54K
|
-59
|
-0.1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.11M
|
+$615K
|
+23,541
|
+38%
|
|
|
15
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.97M
|
+$144K
|
+5,508
|
+7%
|
|
|
16
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$1.96M
|
+$8.36K
|
+320
|
+0.4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
-$24.4M
|
-932,669
|
-95%
|
|
|
18
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.11M
|
+$1.16M
|
+44,480
|
New
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$947K
|
+$40.3K
|
+1,542
|
+4%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$769K
|
+$310K
|
+11,869
|
+62%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$553K
|
+$581K
|
+22,215
|
New
|
|
|
22
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$394K
|
+$414K
|
+15,822
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$369K
|
-$165K
|
-6,302
|
-30%
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$351K
|
+$106K
|
+4,051
|
+40%
|
|
|
25
|
Concert Wealth Management
San Jose,
California
|
$338K
|
+$355K
|
+13,565
|
New
|
|
