|
26
|
Principal Securities
Des Moines,
Iowa
|
$10.2M
|
+$10.5M
|
+282,972
|
New
|
|
|
27
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.62M
|
-$404K
|
-10,932
|
-4%
|
|
|
28
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$8.33M
|
+$233K
|
+6,288
|
+3%
|
|
|
29
|
|
$7.83M
|
+$5.59M
|
+151,125
|
+207%
|
|
|
30
|
Madison Asset Management
Madison,
Wisconsin
|
$7.79M
|
-$2.14M
|
-57,824
|
-21%
|
|
|
31
|
Opes Wealth Management
Menlo Park,
California
|
$7.28M
|
+$498K
|
+13,475
|
+7%
|
|
|
32
|
Arvest Investments
Lowell,
Arkansas
|
$7.17M
|
-$32.7K
|
-885
|
-0.4%
|
|
|
33
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.04M
|
+$175K
|
+4,724
|
+2%
|
|
|
34
|
ES4 LLC
Newport Beach,
California
|
$7M
|
–
|
–
|
–
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.99M
|
-$3.97M
|
-107,276
|
-36%
|
|
|
36
|
Trilogy Capital
Irvine,
California
|
$6.92M
|
+$7.07M
|
+191,205
|
New
|
|
|
37
|
Innealta Capital
Austin,
Texas
|
$6.87M
|
+$297K
|
+8,034
|
+4%
|
|
|
38
|
Accordant Advisory Group
Annapolis,
Maryland
|
$6.25M
|
+$854K
|
+23,080
|
+15%
|
|
|
39
|
Zurich Insurance Group
Zurich,
Switzerland
|
$6.15M
|
+$318K
|
+8,600
|
+5%
|
|
|
40
|
Armis Advisers
Atlanta,
Georgia
|
$5.51M
|
+$1.77M
|
+47,762
|
+53%
|
|
|
41
|
Cercano Management
Bellevue,
Washington
|
$5.3M
|
-$9.34M
|
-252,425
|
-63%
|
|
|
42
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$4.85M
|
+$70.4K
|
+1,903
|
+1%
|
|
|
43
|
Leavell Investment Management
Mobile,
Alabama
|
$4.75M
|
+$524K
|
+14,173
|
+12%
|
|
|
44
|
Westview Investment Advisors
Burlington,
Vermont
|
$4.56M
|
-$311K
|
-8,412
|
-6%
|
|
|
45
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.03M
|
-$2M
|
-54,000
|
-33%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$3.88M
|
+$798K
|
+21,561
|
+25%
|
|
|
47
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$3.71M
|
+$13.6K
|
+368
|
+0.4%
|
|
|
48
|
|
$3.19M
|
-$8.57M
|
-231,652
|
-72%
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.11M
|
+$1.57M
|
+42,313
|
+97%
|
|
|
50
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.11M
|
+$247K
|
+6,669
|
+8%
|
|
