|
1201
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$42.3M
|
-$126K
|
-486
|
-0.3%
|
|
|
1202
|
Koshinski Asset Management
Decatur,
Illinois
|
$42.3M
|
+$445K
|
+1,711
|
+1%
|
|
|
1203
|
Howe & Rusling
Rochester,
New York
|
$42.3M
|
-$257K
|
-988
|
-0.6%
|
|
|
1204
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$42.1M
|
-$754K
|
-2,896
|
-2%
|
|
|
1205
|
Edge Wealth Management
New York
|
$42.1M
|
-$4.18M
|
-16,058
|
-9%
|
|
|
1206
|
Oxford Financial Group
Carmel,
Indiana
|
$42M
|
+$1.67M
|
+6,426
|
+4%
|
|
|
1207
|
E.S. Barr & Co
Lexington,
Kentucky
|
$41.9M
|
-$670K
|
-2,574
|
-2%
|
|
|
1208
|
Purpose Unlimited Inc
Toronto,
|
$41.9M
|
+$3.17M
|
+12,197
|
+8%
|
|
|
1209
|
DDD Partners
Bellevue,
Washington
|
$41.9M
|
+$209K
|
+803
|
+0.5%
|
|
|
1210
|
CoreCap Advisors
Southfield,
Michigan
|
$41.8M
|
-$412K
|
-1,585
|
-1%
|
|
|
1211
|
Cypress Wealth Services
Palm Desert,
California
|
$41.8M
|
-$908K
|
-3,488
|
-2%
|
|
|
1212
|
Suncoast Equity Management
Tampa,
Florida
|
$41.7M
|
-$1.27M
|
-4,871
|
-3%
|
|
|
1213
|
DNCA Finance
Paris,
France
|
$41.7M
|
–
|
–
|
–
|
|
|
1214
|
Continuum Advisory
Eagle,
Idaho
|
$41.7M
|
+$4.35M
|
+16,713
|
+11%
|
|
|
1215
|
Kentucky Retirement Systems
Frankfort,
Kentucky
|
$41.7M
|
-$219M
|
-840,815
|
-92%
|
|
|
1216
|
Sand Hill Global Advisors
Palo Alto,
California
|
$41.7M
|
+$5.33M
|
+20,491
|
+14%
|
|
|
1217
|
Bank of Hawaii
Honolulu,
Hawaii
|
$41.5M
|
-$749K
|
-2,877
|
-2%
|
|
|
1218
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$41.4M
|
+$496K
|
+1,907
|
+1%
|
|
|
1219
|
TD Private Client Wealth
New York
|
$41.3M
|
+$9.64M
|
+37,043
|
+29%
|
|
|
1220
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$41.3M
|
+$4M
|
+15,362
|
+10%
|
|
|
1221
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$41.3M
|
-$9.73M
|
-37,380
|
-19%
|
|
|
1222
|
Liontrust Investment Partners
London,
United Kingdom
|
$41.2M
|
+$7.87M
|
+30,239
|
+23%
|
|
|
1223
|
Douglas Lane & Associates
New York
|
$41.2M
|
-$697K
|
-2,678
|
-2%
|
|
|
1224
|
GHP Investment Advisors
Denver,
Colorado
|
$41.2M
|
-$202K
|
-775
|
-0.5%
|
|
|
1225
|
Goelzer Investment Management
Carmel,
Indiana
|
$41.1M
|
+$1.61M
|
+6,192
|
+4%
|
|
