|
1
|
Pendal Group
Sydney,
Australia
|
$115M
|
-$30.5M
|
-530,158
|
-21%
|
|
|
2
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$26.9M
|
-$5.64K
|
-98
|
-0%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.5M
|
+$7.43M
|
+128,876
|
+67%
|
|
|
4
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$16.5M
|
+$3.29M
|
+57,258
|
+25%
|
|
|
5
|
Vantage Wealth
Pasadena,
California
|
$9.93M
|
+$1.29M
|
+22,414
|
+15%
|
|
|
6
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$4.7M
|
+$344K
|
+5,982
|
+8%
|
|
|
7
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$3.94M
|
+$32.7K
|
+568
|
+0.8%
|
|
|
8
|
Resources Management Corp
West Hartford,
Connecticut
|
$3.77M
|
+$28.8K
|
+500
|
+0.8%
|
|
|
9
|
Penobscot Investment Management
Boston,
Massachusetts
|
$3.5M
|
-$1.18M
|
-20,554
|
-25%
|
|
|
10
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$3.49M
|
-$7.1K
|
-125
|
-0.2%
|
|
|
11
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.25M
|
-$49K
|
-851
|
-1%
|
|
|
12
|
Poehling Capital Management
Madison,
Wisconsin
|
$2.56M
|
+$73.5K
|
+1,278
|
+3%
|
|
|
13
|
Davis Rea
Toronto,
Ontario, Canada
|
$2.13M
|
+$43K
|
+748
|
+2%
|
|
|
14
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.96M
|
+$1.12M
|
+19,406
|
+133%
|
|
|
15
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.71M
|
+$121K
|
+1,474
|
+8%
|
|
|
16
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$1.7M
|
-$68.9K
|
-1,197
|
-4%
|
|
|
17
|
Bray Capital Advisors
Naples,
Florida
|
$1.6M
|
+$254K
|
+4,420
|
+19%
|
|
|
18
|
Harbour Investment Management
Edmonds,
Washington
|
$1.03M
|
+$77.6K
|
+1,350
|
+8%
|
|
|
19
|
Physicians Financial Services
Raleigh,
North Carolina
|
$905K
|
-$64.3K
|
-1,118
|
-7%
|
|
|
20
|
Jacobs & Co
San Francisco,
California
|
$878K
|
-$8.86K
|
-154
|
-1%
|
|
|
21
|
Platform Technology Partners
New York
|
$834K
|
+$834K
|
+14,486
|
New
|
|
|
22
|
Brandes Investment Partners
La Jolla,
California
|
$688K
|
+$688K
|
+11,964
|
New
|
|
|
23
|
Financial Advisory Group
Houston,
Texas
|
$514K
|
–
|
–
|
–
|
|
|
24
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$415K
|
–
|
–
|
–
|
|
|
25
|
Wedgewood Investors
Erie,
Pennsylvania
|
$405K
|
-$33.6K
|
-583
|
-8%
|
|