|
1
|
LPL Financial
San Diego,
California
|
$60.9M
|
+$1.61M
|
+33,528
|
+3%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
$52M
|
-$2.5M
|
-51,972
|
-5%
|
|
|
3
|
Adams Wealth Management
Logan,
Utah
|
$50.6M
|
-$3.5M
|
-72,950
|
-6%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$28.3M
|
-$33M
|
-686,664
|
-54%
|
|
|
5
|
|
$25.6M
|
+$21.1M
|
+440,447
|
+484%
|
|
|
6
|
Ocean Park Asset Management
Santa Monica,
California
|
$23.4M
|
–
|
–
|
–
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$22M
|
-$14.4M
|
-300,000
|
-40%
|
|
|
8
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$20.3M
|
+$721K
|
+15,010
|
+4%
|
|
|
9
|
|
$20.3M
|
+$20.2M
|
+420,414
|
New
|
|
|
10
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$20M
|
+$3.61M
|
+75,240
|
+22%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$15.9M
|
-331,308
|
-48%
|
|
|
12
|
|
$17.4M
|
+$17.4M
|
+361,675
|
New
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.1M
|
-$732K
|
-15,239
|
-4%
|
|
|
14
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$13.2M
|
+$1.61M
|
+33,443
|
+14%
|
|
|
15
|
Destiny Wealth Partners
Tavares,
Florida
|
$12.3M
|
+$605K
|
+12,600
|
+5%
|
|
|
16
|
TT Capital Management
Coto De Caza,
California
|
$11.8M
|
+$1.03M
|
+21,362
|
+10%
|
|
|
17
|
WT Wealth Management
Scottsdale,
Arizona
|
$11.4M
|
-$270K
|
-5,627
|
-2%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.8M
|
+$1.39M
|
+29,021
|
+15%
|
|
|
19
|
EPIQ Partners
Minneapolis,
Minnesota
|
$9.96M
|
+$617K
|
+12,850
|
+7%
|
|
|
20
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$9.64M
|
+$1.2M
|
+25,000
|
+14%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.48M
|
-$12.9M
|
-269,333
|
-58%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.94M
|
-$167K
|
-3,479
|
-2%
|
|
|
23
|
Talon Private Wealth
The Villages,
Florida
|
$8.26M
|
-$1.53M
|
-31,963
|
-16%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
$8.05M
|
-$1.27M
|
-26,492
|
-14%
|
|
|
25
|
SSI Investment Management
Los Angeles,
California
|
$7.9M
|
+$7.87M
|
+163,931
|
New
|
|
