|
1
|
|
$101M
|
-$8.37M
|
-489,308
|
-8%
|
|
|
2
|
|
$86.4M
|
+$82.6M
|
+4,829,340
|
+9,031%
|
|
|
3
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$10.8M
|
+$10.4M
|
+608,646
|
New
|
|
|
4
|
Osborne Partners Capital Management
San Francisco,
California
|
$9.25M
|
+$339K
|
+19,845
|
+4%
|
|
|
5
|
Pachira Investments
Dana Point,
California
|
$8.78M
|
-$92.6K
|
-5,416
|
-1%
|
|
|
6
|
Synergy Asset Management
Vancouver,
Washington
|
$7.61M
|
+$7.36M
|
+430,255
|
New
|
|
|
7
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.87M
|
-$9.41M
|
-550,315
|
-59%
|
|
|
8
|
|
$6.21M
|
+$2.31M
|
+134,835
|
+62%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$4.78M
|
-$431K
|
-25,190
|
-9%
|
|
|
10
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$4.35M
|
+$4.2M
|
+245,838
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.28M
|
-$751K
|
-43,925
|
-15%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.22M
|
+$2.71M
|
+158,707
|
+199%
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4.13M
|
-$2.62M
|
-153,001
|
-40%
|
|
|
14
|
Robinson Value Management
San Antonio,
Texas
|
$3.31M
|
-$46.3K
|
-2,707
|
-1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.27M
|
-$13.1M
|
-764,069
|
-81%
|
|
|
16
|
Renaissance Technologies
New York
|
$3.17M
|
+$3.07M
|
+179,400
|
New
|
|
|
17
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$3.06M
|
+$380K
|
+22,200
|
+15%
|
|
|
18
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.26M
|
+$1.98M
|
+115,553
|
New
|
|
|
19
|
Sepio Capital
Salt Lake City,
Utah
|
$2.12M
|
+$269K
|
+15,700
|
+15%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.1M
|
+$2.04M
|
+119,007
|
New
|
|
|
21
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$2.01M
|
+$121K
|
+7,077
|
+7%
|
|
|
22
|
Vontobel Holding
Zurich,
Switzerland
|
$1.98M
|
+$1.03M
|
+60,000
|
+115%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.78M
|
+$189K
|
+11,060
|
+12%
|
|
|
24
|
Oppenheimer & Co
New York
|
$1.76M
|
+$1.7M
|
+99,598
|
New
|
|
|
25
|
SSI Investment Management
Los Angeles,
California
|
$1.42M
|
–
|
–
|
–
|
|
