|
26
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.72M
|
-$472K
|
-27,883
|
-22%
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$1.7M
|
-$4.66K
|
-275
|
-0.3%
|
|
|
28
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.66M
|
–
|
–
|
–
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.59M
|
+$1.57M
|
+92,942
|
New
|
|
|
30
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.57M
|
-$1.71M
|
-101,075
|
-52%
|
|
|
31
|
IMPACTfolio
Denver,
Colorado
|
$1.56M
|
+$1.54M
|
+91,018
|
New
|
|
|
32
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.47M
|
-$48.6K
|
-2,871
|
-3%
|
|
|
33
|
Willis Johnson & Associates
Houston,
Texas
|
$1.46M
|
+$1.19M
|
+70,347
|
+476%
|
|
|
34
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.43M
|
-$336K
|
-19,861
|
-19%
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.43M
|
+$147K
|
+8,668
|
+12%
|
|
|
36
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.43M
|
–
|
–
|
–
|
|
|
37
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.41M
|
-$171K
|
-10,089
|
-11%
|
|
|
38
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.4M
|
–
|
–
|
–
|
|
|
39
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.27M
|
+$342K
|
+20,205
|
+37%
|
|
|
40
|
Cerity Partners OCIO
New York
|
$1.25M
|
+$99.1K
|
+5,852
|
+9%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
-$222K
|
-13,088
|
-15%
|
|
|
42
|
Davenport & Co
Richmond,
Virginia
|
$1.19M
|
+$3.13K
|
+185
|
+0.3%
|
|
|
43
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$942K
|
-$2.38M
|
-140,221
|
-72%
|
|
|
44
|
Advisors Preferred
Rockville,
Maryland
|
$926K
|
-$147K
|
-8,690
|
-14%
|
|
|
45
|
One Capital Management
Westlake Village,
California
|
$855K
|
+$847K
|
+50,000
|
New
|
|
|
46
|
Karpus Investment Management
Pittsford,
New York
|
$853K
|
+$247K
|
+14,557
|
+41%
|
|
|
47
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$840K
|
+$268K
|
+15,804
|
+47%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$788K
|
-$71K
|
-4,191
|
-8%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$699K
|
-$40K
|
-2,361
|
-5%
|
|
|
50
|
Hill Island Financial
Grand Rapids,
Michigan
|
$613K
|
+$1.85K
|
+109
|
+0.3%
|
|
