|
1
|
Oxbow Advisors
Austin,
Texas
|
$16.8M
|
+$1.48M
|
+1,014
|
+10%
|
|
|
2
|
Menlo Advisors
Menlo Park,
California
|
$4.81M
|
–
|
–
|
–
|
|
|
3
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$4.38M
|
-$5.85K
|
-4
|
-0.1%
|
|
|
4
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$3.52M
|
+$3.58M
|
+2,446
|
New
|
|
|
5
|
Artemis Wealth Advisors
New York
|
$3.47M
|
-$15.3M
|
-10,475
|
-73%
|
|
|
6
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.12M
|
–
|
–
|
–
|
|
|
7
|
Knightsbridge Asset Management
Newport Beach,
California
|
$1.82M
|
-$19K
|
-13
|
-1%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$1.59M
|
-$73.1K
|
-50
|
-4%
|
|
|
9
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$339K
|
–
|
–
|
–
|
|
|
10
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$274K
|
+$278K
|
+190
|
New
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$78K
|
–
|
–
|
–
|
|
|
12
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$41.8K
|
–
|
–
|
–
|
|
|
13
|
TD Private Client Wealth
New York
|
$28.8K
|
+$16.1K
|
+11
|
+122%
|
|
|
14
|
Private Capital Group
West Hartford,
Connecticut
|
$15K
|
+$10.2K
|
+7
|
+233%
|
|
|
15
|
Cribstone Capital Management
Augusta,
Maine
|
$13K
|
–
|
–
|
–
|
|
|
16
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$5.77K
|
–
|
–
|
–
|
|
|
17
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
–
|
-$4.68M
|
-3,306
|
Closed
|
|
|
18
|
Whalerock Point Partners
Providence,
Rhode Island
|
–
|
-$1.99M
|
-1,407
|
Closed
|
|
|
19
|
Old North State Trust
Greensboro,
North Carolina
|
–
|
-$14K
|
-10
|
Closed
|
|
