|
26
|
VisionPoint Advisory Group
Dallas,
Texas
|
$3.41M
|
+$2.24M
|
+46,543
|
+206%
|
|
|
27
|
|
$2.91M
|
-$3.41M
|
-70,965
|
-55%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$2.81M
|
-$199K
|
-4,150
|
-7%
|
|
|
29
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.46M
|
–
|
–
|
–
|
|
|
30
|
Asset Management Resources
Hyannis,
Massachusetts
|
$2.4M
|
+$138K
|
+2,865
|
+6%
|
|
|
31
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.35M
|
-$1.07M
|
-22,296
|
-32%
|
|
|
32
|
IMPACTfolio
Denver,
Colorado
|
$2.31M
|
+$179K
|
+3,731
|
+9%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$2.18M
|
+$586K
|
+12,196
|
+38%
|
|
|
34
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.17M
|
-$481K
|
-10,018
|
-19%
|
|
|
35
|
Worth Asset Management
Dallas,
Texas
|
$2.12M
|
+$1.94M
|
+40,411
|
+1,510%
|
|
|
36
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$2.1M
|
+$1.14M
|
+23,632
|
+125%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
+$290K
|
+6,046
|
+18%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.69M
|
-$105K
|
-2,195
|
-6%
|
|
|
39
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.69M
|
+$1.34M
|
+27,864
|
+431%
|
|
|
40
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$1.64M
|
+$1.6M
|
+33,267
|
New
|
|
|
41
|
L.J. Altfest & Co
New York
|
$1.44M
|
+$1.41M
|
+29,332
|
New
|
|
|
42
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.44M
|
-$21.6K
|
-450
|
-2%
|
|
|
43
|
Graham Capital Management
Rowayton,
Connecticut
|
$1.3M
|
+$1.27M
|
+26,500
|
New
|
|
|
44
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.29M
|
-$258K
|
-5,370
|
-17%
|
|
|
45
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$1.24M
|
+$422K
|
+8,786
|
+53%
|
|
|
46
|
|
$1.23M
|
-$247K
|
-5,136
|
-17%
|
|
|
47
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
48
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.15M
|
+$72.9K
|
+1,518
|
+7%
|
|
|
49
|
3EDGE Asset Management
Naples,
Florida
|
$1.11M
|
-$1.39M
|
-29,014
|
-56%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$1.09M
|
+$1.07M
|
+22,195
|
New
|
|
