|
101
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$14.4M
|
+$14.5M
|
+178,382
|
New
|
|
|
102
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.3M
|
+$1.91M
|
+23,523
|
+15%
|
|
|
103
|
Mercer Investments
Boston,
Massachusetts
|
$14.3M
|
+$128K
|
+1,574
|
+0.9%
|
|
|
104
|
TIAA CREF Trust
St Louis,
Missouri
|
$14.3M
|
-$930K
|
-11,428
|
-6%
|
|
|
105
|
Filament
Seattle,
Washington
|
$14.1M
|
-$599K
|
-7,355
|
-4%
|
|
|
106
|
Karpus Investment Management
Pittsford,
New York
|
$13.9M
|
+$8.59M
|
+105,590
|
+157%
|
|
|
107
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.5M
|
+$4.93M
|
+60,589
|
+57%
|
|
|
108
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$13.4M
|
+$13.5M
|
+166,011
|
New
|
|
|
109
|
Global Endowment Management
Charlotte,
North Carolina
|
$12.9M
|
-$2.03M
|
-25,000
|
-14%
|
|
|
110
|
Friedenthal Financial
Marlton,
New Jersey
|
$12.7M
|
-$6.45M
|
-79,245
|
-33%
|
|
|
111
|
AFAM Capital
Austin,
Texas
|
$12.4M
|
-$1.59M
|
-19,521
|
-11%
|
|
|
112
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$12.1M
|
+$12.2M
|
+150,000
|
New
|
|
|
113
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.8M
|
-$4.28M
|
-52,594
|
-26%
|
|
|
114
|
The Family Firm
Bethesda,
Maryland
|
$11.7M
|
+$1.26M
|
+15,482
|
+12%
|
|
|
115
|
Cambridge Advisors
Omaha,
Nebraska
|
$11.5M
|
+$2.77K
|
+34
|
+0%
|
|
|
116
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.3M
|
+$177K
|
+2,170
|
+2%
|
|
|
117
|
Higher Moment Capital
Boston,
Massachusetts
|
$11.1M
|
-$9.13M
|
-112,139
|
-45%
|
|
|
118
|
Fiduciary Group
Savannah,
Georgia
|
$10.7M
|
+$9.02M
|
+110,809
|
+514%
|
|
|
119
|
Mission Wealth Management
Santa Barbara,
California
|
$10.6M
|
+$1.47M
|
+18,058
|
+16%
|
|
|
120
|
American International Group
New York
|
$10.6M
|
+$2.81M
|
+34,505
|
+36%
|
|
|
121
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$10.4M
|
+$855K
|
+10,506
|
+9%
|
|
|
122
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$10.3M
|
+$1.2M
|
+14,742
|
+13%
|
|
|
123
|
McCutchen Group
Seattle,
Washington
|
$10M
|
-$331K
|
-4,073
|
-3%
|
|
|
124
|
Capital Investment Advisors
Atlanta,
Georgia
|
$9.79M
|
+$471K
|
+5,786
|
+5%
|
|
|
125
|
Miles Capital
West Des Moines,
Iowa
|
$9.43M
|
-$137K
|
-1,678
|
-1%
|
|
