|
26
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
-$3.36M
|
-85,222
|
-45%
|
|
|
27
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.23M
|
+$528K
|
+13,402
|
+15%
|
|
|
28
|
United Bank (Georgia)
Zebulon,
Georgia
|
$3M
|
-$223K
|
-5,669
|
-6%
|
|
|
29
|
Mason Investment Advisory Services
Reston,
Virginia
|
$2.97M
|
-$19M
|
-481,526
|
-83%
|
|
|
30
|
SOL Capital Management
Rockville,
Maryland
|
$2.97M
|
-$310K
|
-7,865
|
-8%
|
|
|
31
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.91M
|
-$474K
|
-12,026
|
-11%
|
|
|
32
|
|
$2.71M
|
+$3.43M
|
+87,108
|
+24,747%
|
|
|
33
|
Money Design
Tokyo,
Japan
|
$2.64M
|
+$3.36M
|
+85,353
|
New
|
|
|
34
|
Principal Financial Group
Des Moines,
Iowa
|
$2.5M
|
-$8.09M
|
-205,319
|
-72%
|
|
|
35
|
VPR Management
Houston,
Texas
|
$2.48M
|
–
|
–
|
–
|
|
|
36
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.17M
|
-$3.42M
|
-86,728
|
-55%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$2.02M
|
-$41.4M
|
-1,051,478
|
-94%
|
|
|
38
|
Versant Capital Management
Phoenix,
Arizona
|
$1.96M
|
+$687K
|
+17,441
|
+38%
|
|
|
39
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.78M
|
+$116K
|
+2,947
|
+5%
|
|
|
40
|
Old Port Advisors
Portland,
Maine
|
$1.75M
|
+$42.3K
|
+1,075
|
+2%
|
|
|
41
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.7M
|
+$2.17M
|
+55,000
|
New
|
|
|
42
|
SVB Wealth
Boston,
Massachusetts
|
$1.57M
|
-$421K
|
-10,680
|
-17%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.52M
|
-$468K
|
-11,878
|
-19%
|
|
|
44
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.42M
|
+$1.43M
|
+36,365
|
+378%
|
|
|
45
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.18M
|
-$189K
|
-4,795
|
-11%
|
|
|
46
|
Allen Capital Group
Grand Island,
Nebraska
|
$963K
|
-$96.5K
|
-2,450
|
-7%
|
|
|
47
|
Regal Investment Advisors
Kentwood,
Michigan
|
$866K
|
+$19.4K
|
+493
|
+2%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$702K
|
-$74.2K
|
-1,884
|
-8%
|
|
|
49
|
Kanawha Capital Management
Richmond,
Virginia
|
$668K
|
-$24.6K
|
-625
|
-3%
|
|
|
50
|
Sage Rhino Capital
Menlo Park,
California
|
$647K
|
+$46.3K
|
+1,175
|
+6%
|
|
