|
1
|
Artemis Wealth Advisors
New York
|
$20.3M
|
-$90.7K
|
-64
|
-0.4%
|
|
|
2
|
Oxbow Advisors
Austin,
Texas
|
$15M
|
+$4.18M
|
+2,947
|
+38%
|
|
|
3
|
Menlo Advisors
Menlo Park,
California
|
$4.72M
|
+$1.67M
|
+1,178
|
+55%
|
|
|
4
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$4.68M
|
-$487K
|
-344
|
-9%
|
|
|
5
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$4.31M
|
+$4.31M
|
+3,042
|
New
|
|
|
6
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.07M
|
+$273K
|
+193
|
+10%
|
|
|
7
|
Whalerock Point Partners
Providence,
Rhode Island
|
$1.99M
|
+$1.99M
|
+1,407
|
New
|
|
|
8
|
Knightsbridge Asset Management
Newport Beach,
California
|
$1.8M
|
+$167K
|
+118
|
+10%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.63M
|
+$77.9K
|
+55
|
+5%
|
|
|
10
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$332K
|
–
|
–
|
–
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$76K
|
+$73.7K
|
+52
|
+2,600%
|
|
|
12
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$41.1K
|
–
|
–
|
–
|
|
|
13
|
Old North State Trust
Greensboro,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
14
|
Cribstone Capital Management
Augusta,
Maine
|
$13K
|
–
|
–
|
–
|
|
|
15
|
TD Private Client Wealth
New York
|
$12.7K
|
+$12.8K
|
+9
|
New
|
|
|
16
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$5.66K
|
–
|
–
|
–
|
|
|
17
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
+$4.25K
|
+3
|
New
|
|
|
18
|
Rational Advisors
Huntington,
New York
|
–
|
-$1.97M
|
-1,408
|
Closed
|
|
|
19
|
R.M. Davis Inc
Portland,
Maine
|
–
|
-$433K
|
-310
|
Closed
|
|
|
20
|
Bank of Marin
Novato,
California
|
–
|
-$322K
|
-230
|
Closed
|
|
|
21
|
|
–
|
-$280K
|
-201
|
Closed
|
|
