|
26
|
Sand Hill Global Advisors
Palo Alto,
California
|
$15.8M
|
-$1.25M
|
-24,996
|
-7%
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$14.9M
|
+$596K
|
+11,872
|
+4%
|
|
|
28
|
Columbia Trust
Portland,
Oregon
|
$13.3M
|
+$30.3K
|
+604
|
+0.2%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.5M
|
+$8.51M
|
+169,608
|
+211%
|
|
|
30
|
UBP Investment Advisors
Geneva,
Switzerland
|
$12.3M
|
-$33.1K
|
-660
|
-0.3%
|
|
|
31
|
Bramshill Investments
Naples,
Florida
|
$12.1M
|
+$8.66M
|
+172,608
|
+249%
|
|
|
32
|
Pinnacle Associates
New York
|
$11.9M
|
+$1.54M
|
+30,773
|
+15%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.7M
|
-$1.74M
|
-34,641
|
-13%
|
|
|
34
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.4M
|
+$480K
|
+9,561
|
+4%
|
|
|
35
|
MA Private Wealth
San Carlos,
California
|
$10.9M
|
-$769K
|
-15,325
|
-7%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$10.8M
|
+$4.96M
|
+98,925
|
+85%
|
|
|
37
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$10.8M
|
-$1.92M
|
-38,278
|
-15%
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$10.6M
|
+$2.89M
|
+57,562
|
+37%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$18.5M
|
-369,021
|
-64%
|
|
|
40
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$10.3M
|
-$1.48M
|
-29,500
|
-13%
|
|
|
41
|
Mattern Wealth Management
Lawrence,
Kansas
|
$10.2M
|
+$4.12M
|
+82,100
|
+68%
|
|
|
42
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10.1M
|
+$48.9K
|
+975
|
+0.5%
|
|
|
43
|
|
$10.1M
|
+$10.1M
|
+200,893
|
New
|
|
|
44
|
KWMG LLC
Overland Park,
Kansas
|
$9.92M
|
+$220K
|
+4,386
|
+2%
|
|
|
45
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$9.68M
|
+$445K
|
+8,878
|
+5%
|
|
|
46
|
Equitable Holdings
New York
|
$9.61M
|
-$1.02M
|
-20,386
|
-10%
|
|
|
47
|
Cornerstone Management
Duluth,
Georgia
|
$9.23M
|
–
|
–
|
–
|
|
|
48
|
Meridian Wealth Management
Lexington,
Kentucky
|
$8.82M
|
+$8.17M
|
+162,751
|
+1,250%
|
|
|
49
|
|
$8.8M
|
-$3.24M
|
-64,511
|
-27%
|
|
|
50
|
Financial Life Advisors
San Antonio,
Texas
|
$8.67M
|
+$621K
|
+12,386
|
+8%
|
|
