|
101
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$5.15M
|
-$537K
|
-6,725
|
-10%
|
|
|
102
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$5.14M
|
-$479
|
-6
|
-0%
|
|
|
103
|
Rathbones Group
Liverpool,
United Kingdom
|
$5.04M
|
-$70K
|
-876
|
-1%
|
|
|
104
|
Omega Financial Group
Santa Barbara,
California
|
$4.97M
|
+$10.1K
|
+127
|
+0.2%
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$4.96M
|
-$341K
|
-4,268
|
-7%
|
|
|
106
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$4.9M
|
-$77.7K
|
-972
|
-2%
|
|
|
107
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.8M
|
+$344K
|
+4,309
|
+8%
|
|
|
108
|
Cerity Partners OCIO
New York
|
$4.72M
|
-$1.87M
|
-23,463
|
-29%
|
|
|
109
|
IFG Advisors
St. Louis,
Missouri
|
$4.59M
|
+$521K
|
+6,523
|
+13%
|
|
|
110
|
First United Bank & Trust
Oakland,
Maryland
|
$4.58M
|
-$1.24M
|
-15,499
|
-21%
|
|
|
111
|
Comerica Securities
Detroit,
Michigan
|
$4.56M
|
-$1.85M
|
-23,169
|
-29%
|
|
|
112
|
Old National Bancorp
Evansville,
Indiana
|
$4.51M
|
-$280K
|
-3,499
|
-6%
|
|
|
113
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.49M
|
-$250K
|
-3,134
|
-5%
|
|
|
114
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.45M
|
+$184K
|
+2,304
|
+4%
|
|
|
115
|
Osborne Partners Capital Management
San Francisco,
California
|
$4.37M
|
-$188K
|
-2,359
|
-4%
|
|
|
116
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$4.24M
|
-$431K
|
-5,401
|
-9%
|
|
|
117
|
Edgewood Management
Greenwich,
Connecticut
|
$4.23M
|
-$42.9K
|
-537
|
-1%
|
|
|
118
|
RFG Advisory
Birmingham,
Alabama
|
$4.22M
|
-$234K
|
-2,931
|
-5%
|
|
|
119
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.18M
|
-$207K
|
-2,593
|
-5%
|
|
|
120
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.13M
|
-$1.9M
|
-23,724
|
-32%
|
|
|
121
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$4.1M
|
-$697K
|
-8,720
|
-15%
|
|
|
122
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.09M
|
+$457K
|
+5,726
|
+13%
|
|
|
123
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.07M
|
+$365K
|
+4,575
|
+10%
|
|
|
124
|
Franklin Resources
San Mateo,
California
|
$4.05M
|
+$932K
|
+11,667
|
+32%
|
|
|
125
|
Homrich & Berg
Atlanta,
Georgia
|
$4.05M
|
+$2.59M
|
+32,443
|
+183%
|
|
