|
201
|
Summit Trail Advisors
New York
|
$18.2M
|
-$598K
|
-8,233
|
-3%
|
|
|
202
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$18M
|
+$165K
|
+2,273
|
+0.9%
|
|
|
203
|
NorthRock Partners
Minneapolis,
Minnesota
|
$18M
|
-$5.06M
|
-69,726
|
-22%
|
|
|
204
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$17.7M
|
+$218
|
+3
|
+0%
|
|
|
205
|
Allie Family Office
Miami,
Florida
|
$17.5M
|
-$566K
|
-7,796
|
-3%
|
|
|
206
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$17.5M
|
+$66K
|
+909
|
+0.4%
|
|
|
207
|
Minot Capital
Broomfield,
Colorado
|
$17.4M
|
–
|
–
|
–
|
|
|
208
|
Dupont Capital Management
Wilmington,
Delaware
|
$17.2M
|
-$33.1M
|
-455,193
|
-66%
|
|
|
209
|
Brighton Jones LLC
Seattle,
Washington
|
$17.2M
|
+$755K
|
+10,392
|
+5%
|
|
|
210
|
Raymond James Trust
St. Petersburg,
Florida
|
$17.1M
|
+$6.39M
|
+88,024
|
+59%
|
|
|
211
|
Ocean Park Asset Management
Santa Monica,
California
|
$17.1M
|
+$17.1M
|
+236,098
|
New
|
|
|
212
|
Private Advisor Group
Morristown,
New Jersey
|
$16.7M
|
+$2.28M
|
+31,458
|
+16%
|
|
|
213
|
Regis Management Company
Menlo Park,
California
|
$16.5M
|
-$617K
|
-8,500
|
-4%
|
|
|
214
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.3M
|
-$83.7K
|
-1,153
|
-0.5%
|
|
|
215
|
|
$16.2M
|
-$1.95M
|
-26,848
|
-11%
|
|
|
216
|
Patton Fund Management
Dallas,
Texas
|
$16.1M
|
-$424K
|
-5,837
|
-3%
|
|
|
217
|
Main Management
San Francisco,
California
|
$15.8M
|
-$29K
|
-400
|
-0.2%
|
|
|
218
|
Vestor Capital
Chicago,
Illinois
|
$15.6M
|
+$381K
|
+5,248
|
+3%
|
|
|
219
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.6M
|
+$54.5K
|
+751
|
+0.4%
|
|
|
220
|
Alera Investment Advisors
Deerfield,
Illinois
|
$15.5M
|
-$478K
|
-6,579
|
-3%
|
|
|
221
|
Cornerstone Management
Duluth,
Georgia
|
$15.4M
|
-$1.06M
|
-14,576
|
-6%
|
|
|
222
|
Brookstone Capital Management
Wheaton,
Illinois
|
$15.3M
|
+$3.93M
|
+54,135
|
+33%
|
|
|
223
|
|
$15.2M
|
+$1.1M
|
+15,133
|
+8%
|
|
|
224
|
Natixis Advisors
Boston,
Massachusetts
|
$15.2M
|
-$41K
|
-564
|
-0.3%
|
|
|
225
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$15.1M
|
-$543K
|
-7,479
|
-4%
|
|
