|
1026
|
Opes Advisors
Cupertino,
California
|
$11.1M
|
-$3.4M
|
-87,548
|
-23%
|
|
|
1027
|
Cypress Capital Group
Palm Beach,
Florida
|
$11.1M
|
+$281K
|
+7,248
|
+3%
|
|
|
1028
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$11.1M
|
+$2.31M
|
+59,508
|
+26%
|
|
|
1029
|
Matarin Capital Management
New York
|
$11M
|
-$2.02M
|
-52,008
|
-15%
|
|
|
1030
|
Hourglass Capital
Houston,
Texas
|
$11M
|
-$106K
|
-2,740
|
-0.9%
|
|
|
1031
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$11M
|
-$169K
|
-4,364
|
-2%
|
|
|
1032
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$11M
|
-$870K
|
-22,432
|
-7%
|
|
|
1033
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$11M
|
–
|
–
|
–
|
|
|
1034
|
Ballentine Partners
Waltham,
Massachusetts
|
$10.9M
|
+$347K
|
+8,932
|
+3%
|
|
|
1035
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$10.9M
|
-$40.3K
|
-1,040
|
-0.4%
|
|
|
1036
|
Rampart Investment Management
Hartford,
Connecticut
|
$10.9M
|
+$430K
|
+11,080
|
+4%
|
|
|
1037
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.9M
|
-$220K
|
-5,676
|
-2%
|
|
|
1038
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$10.9M
|
+$123K
|
+3,180
|
+1%
|
|
|
1039
|
Belpointe Asset Management
Reno,
Nevada
|
$10.8M
|
+$10.9M
|
+280,872
|
New
|
|
|
1040
|
Clean Yield Group
Norwich,
Vermont
|
$10.8M
|
-$474K
|
-12,216
|
-4%
|
|
|
1041
|
|
$10.8M
|
+$8.37M
|
+215,748
|
+340%
|
|
|
1042
|
Fagan Associates
Troy,
New York
|
$10.7M
|
-$89.4K
|
-2,304
|
-0.8%
|
|
|
1043
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.7M
|
-$2.78M
|
-71,548
|
-21%
|
|
|
1044
|
Bristlecone Advisors
Bellevue,
Washington
|
$10.7M
|
-$76.8K
|
-1,980
|
-0.7%
|
|
|
1045
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$10.7M
|
+$468K
|
+12,052
|
+5%
|
|
|
1046
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$10.6M
|
-$194K
|
-5,004
|
-2%
|
|
|
1047
|
Rock Point Advisors
Burlington,
Vermont
|
$10.6M
|
-$731K
|
-18,832
|
-6%
|
|
|
1048
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$10.6M
|
-$3.28M
|
-84,548
|
-23%
|
|
|
1049
|
Carlson Capital
Dallas,
Texas
|
$10.6M
|
-$2.64M
|
-67,924
|
-20%
|
|
|
1050
|
WealthTrust Fairport
Cleveland,
Ohio
|
$10.6M
|
+$26.8K
|
+692
|
+0.3%
|
|
