|
26
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.01M
|
+$143K
|
+4,047
|
+4%
|
|
|
27
|
United Bank (Georgia)
Zebulon,
Georgia
|
$3.91M
|
+$326K
|
+9,210
|
+10%
|
|
|
28
|
SOL Capital Management
Rockville,
Maryland
|
$3.85M
|
+$292K
|
+8,249
|
+9%
|
|
|
29
|
SVB Wealth
Boston,
Massachusetts
|
$3.67M
|
+$1.72M
|
+48,528
|
+95%
|
|
|
30
|
Versant Capital Management
Phoenix,
Arizona
|
$3.64M
|
+$1.24M
|
+35,104
|
+55%
|
|
|
31
|
Oxford Financial Group
Carmel,
Indiana
|
$3.64M
|
-$598K
|
-16,889
|
-15%
|
|
|
32
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3.58M
|
+$105K
|
+2,960
|
+3%
|
|
|
33
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.49M
|
-$459K
|
-12,950
|
-12%
|
|
|
34
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$3.43M
|
+$3.29M
|
+92,927
|
New
|
|
|
35
|
VPR Management
Houston,
Texas
|
$2.96M
|
–
|
–
|
–
|
|
|
36
|
Summit Financial
Parsippany,
New Jersey
|
$2.42M
|
-$11.5M
|
-324,364
|
-83%
|
|
|
37
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.26M
|
+$127K
|
+3,597
|
+6%
|
|
|
38
|
Old Port Advisors
Portland,
Maine
|
$2.12M
|
+$29.5K
|
+834
|
+1%
|
|
|
39
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.94M
|
+$227K
|
+6,420
|
+14%
|
|
|
40
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.74M
|
-$283K
|
-8,000
|
-15%
|
|
|
41
|
Money Design
Tokyo,
Japan
|
$1.52M
|
-$1.56M
|
-44,155
|
-52%
|
|
|
42
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.49M
|
+$1.42M
|
+40,206
|
New
|
|
|
43
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.45M
|
-$1.14M
|
-32,286
|
-45%
|
|
|
44
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.26M
|
-$1.28M
|
-36,142
|
-51%
|
|
|
45
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.22M
|
+$181K
|
+5,110
|
+18%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.15M
|
-$644K
|
-18,173
|
-37%
|
|
|
47
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.14M
|
-$5.53K
|
-156
|
-0.5%
|
|
|
48
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.07M
|
+$429K
|
+12,119
|
+71%
|
|
|
49
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.01M
|
-$382K
|
-10,795
|
-28%
|
|
|
50
|
Mason Investment Advisory Services
Reston,
Virginia
|
$897K
|
-$2.54M
|
-71,699
|
-75%
|
|
