|
1
|
|
$112M
|
+$17.7M
|
+1,087,914
|
+19%
|
|
|
2
|
Q3 Asset Management
Birmingham,
Michigan
|
$73.4M
|
+$71.7M
|
+4,400,000
|
New
|
|
|
3
|
|
$38.9M
|
+$36.7M
|
+2,254,720
|
+2,827%
|
|
|
4
|
Empowered Funds
Havertown,
Pennsylvania
|
$18.3M
|
+$4.23M
|
+259,569
|
+31%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$13.1M
|
+802,174
|
+488%
|
|
|
6
|
Synergy Asset Management
Vancouver,
Washington
|
$13.6M
|
+$13.3M
|
+816,766
|
New
|
|
|
7
|
Pachira Investments
Dana Point,
California
|
$12.3M
|
-$122K
|
-7,473
|
-1%
|
|
|
8
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$10.4M
|
+$19.5K
|
+1,199
|
+0.2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.82M
|
+$3.11M
|
+190,878
|
+69%
|
|
|
10
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$7.75M
|
+$498K
|
+30,561
|
+7%
|
|
|
11
|
Osborne Partners Capital Management
San Francisco,
California
|
$7.68M
|
+$892K
|
+54,780
|
+14%
|
|
|
12
|
SSI Investment Management
Los Angeles,
California
|
$7.06M
|
–
|
–
|
–
|
|
|
13
|
HCR Wealth Advisors
Los Angeles,
California
|
$6.75M
|
-$19.8K
|
-1,214
|
-0.3%
|
|
|
14
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.76M
|
+$1.14M
|
+69,714
|
+25%
|
|
|
15
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$5.75M
|
+$2.06M
|
+126,576
|
+58%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.89M
|
+$1.94M
|
+119,366
|
+69%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$4.45M
|
-$73.7K
|
-4,525
|
-2%
|
|
|
18
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$3.92M
|
+$380K
|
+23,300
|
+11%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.16M
|
+$3.09M
|
+189,666
|
New
|
|
|
20
|
Montag & Associates
Atlanta,
Georgia
|
$3.15M
|
+$496K
|
+30,425
|
+19%
|
|
|
21
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$3.05M
|
-$3.26K
|
-200
|
-0.1%
|
|
|
22
|
|
$2.98M
|
–
|
–
|
–
|
|
|
23
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$2.33M
|
-$753K
|
-46,228
|
-25%
|
|
|
24
|
ING Group
Amsterdam,
Netherlands
|
$2.22M
|
+$2.17M
|
+133,333
|
New
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$2M
|
-$516K
|
-31,700
|
-21%
|
|
