|
26
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.3M
|
-$79.7K
|
-2,120
|
-2%
|
|
|
27
|
Kings Point Capital Management
Great Neck,
New York
|
$3.18M
|
+$74.5K
|
+1,981
|
+2%
|
|
|
28
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$3.03M
|
+$2.35M
|
+62,347
|
+392%
|
|
|
29
|
Whittier Trust
South Pasadena,
California
|
$2.71M
|
-$294K
|
-7,809
|
-10%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$2.63M
|
-$1.41M
|
-37,466
|
-35%
|
|
|
31
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.62M
|
+$2.54M
|
+67,575
|
New
|
|
|
32
|
Neumann Capital Management
Foster City,
California
|
$2.48M
|
+$115K
|
+3,065
|
+5%
|
|
|
33
|
|
$2.48M
|
–
|
–
|
–
|
|
|
34
|
Portland Global Advisors
Portland,
Maine
|
$2.36M
|
+$136K
|
+3,625
|
+6%
|
|
|
35
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.36M
|
+$588K
|
+15,627
|
+34%
|
|
|
36
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.27M
|
+$958K
|
+25,465
|
+77%
|
|
|
37
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.9M
|
+$37.6K
|
+1,000
|
+2%
|
|
|
38
|
Colorado Capital Management
Boulder,
Colorado
|
$1.76M
|
-$22.7K
|
-604
|
-1%
|
|
|
39
|
BOK Financial
Tulsa,
Oklahoma
|
$1.7M
|
-$115K
|
-3,047
|
-7%
|
|
|
40
|
Ancora Advisors
Cleveland,
Ohio
|
$1.67M
|
-$26K
|
-691
|
-2%
|
|
|
41
|
Evanson Asset Management
Carmel,
California
|
$1.62M
|
+$123K
|
+3,276
|
+9%
|
|
|
42
|
Community Financial Services Group
Newport,
Vermont
|
$1.31M
|
+$8.2K
|
+218
|
+0.6%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$1.21M
|
-$3.76K
|
-100
|
-0.3%
|
|
|
44
|
Train Babcock Advisors
New York
|
$1.17M
|
-$15K
|
-400
|
-1%
|
|
|
45
|
3D Asset Management
Hartford,
Connecticut
|
$1.09M
|
-$170K
|
-4,511
|
-14%
|
|
|
46
|
Brown Advisory
Baltimore,
Maryland
|
$1.08M
|
+$1.05M
|
+27,832
|
New
|
|
|
47
|
Boston Family Office
Boston,
Massachusetts
|
$1.06M
|
+$58.5K
|
+1,554
|
+6%
|
|
|
48
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1M
|
-$196K
|
-5,220
|
-17%
|
|
|
49
|
Homrich & Berg
Atlanta,
Georgia
|
$979K
|
+$27.8K
|
+739
|
+3%
|
|
|
50
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$915K
|
-$44.8K
|
-1,190
|
-5%
|
|
