|
26
|
Great Diamond Partners
Portland,
Maine
|
$7M
|
+$33K
|
+635
|
+0.5%
|
|
|
27
|
Sentinel Trust
Houston,
Texas
|
$6.97M
|
–
|
–
|
–
|
|
|
28
|
Money Design
Tokyo,
Japan
|
$6.92M
|
+$5.48M
|
+105,261
|
+356%
|
|
|
29
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$6.61M
|
-$14M
|
-268,677
|
-68%
|
|
|
30
|
Prairiewood Capital
Fargo,
North Dakota
|
$6.22M
|
+$125K
|
+2,397
|
+2%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$6.07M
|
-$216K
|
-4,143
|
-3%
|
|
|
32
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.63M
|
+$71.6K
|
+1,376
|
+1%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.58M
|
-$13.5M
|
-258,900
|
-70%
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.47M
|
-$3.7M
|
-71,086
|
-40%
|
|
|
35
|
Donoghue Forlines
Boston,
Massachusetts
|
$5.13M
|
+$5.2M
|
+99,859
|
New
|
|
|
36
|
Valmark Advisers
Akron,
Ohio
|
$5.01M
|
+$37.7K
|
+724
|
+0.7%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$4.83M
|
+$3.79M
|
+72,923
|
+344%
|
|
|
38
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$4.65M
|
-$22.9K
|
-441
|
-0.5%
|
|
|
39
|
SOL Capital Management
Rockville,
Maryland
|
$4.36M
|
-$128K
|
-2,463
|
-3%
|
|
|
40
|
Versant Capital Management
Phoenix,
Arizona
|
$4.31M
|
-$470K
|
-9,025
|
-10%
|
|
|
41
|
VPR Management
Houston,
Texas
|
$4.12M
|
–
|
–
|
–
|
|
|
42
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$3.88M
|
+$3.93M
|
+75,578
|
New
|
|
|
43
|
Oxford Financial Group
Carmel,
Indiana
|
$3.86M
|
-$198K
|
-3,797
|
-5%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
-$132K
|
-2,529
|
-3%
|
|
|
45
|
WESCAP Management Group
Glendale,
California
|
$3.47M
|
+$3.52M
|
+67,568
|
New
|
|
|
46
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.39M
|
+$84.7K
|
+1,627
|
+3%
|
|
|
47
|
|
$3.3M
|
+$270K
|
+5,196
|
+9%
|
|
|
48
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.25M
|
+$203K
|
+3,909
|
+7%
|
|
|
49
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.09M
|
+$689K
|
+13,247
|
+28%
|
|
|
50
|
|
$3.06M
|
-$782K
|
-15,028
|
-20%
|
|
