|
51
|
Karp Capital Management
Sausalito,
California
|
$11.6M
|
+$153K
|
+3,020
|
+1%
|
|
|
52
|
CX Institutional
Auburn,
Indiana
|
$11.4M
|
+$963K
|
+18,992
|
+9%
|
|
|
53
|
Caldwell Trust
Venice,
Florida
|
$11.1M
|
-$3.1M
|
-61,057
|
-22%
|
|
|
54
|
Bank of the West
Monterey Park,
California
|
$10.6M
|
-$336K
|
-6,630
|
-3%
|
|
|
55
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$10.2M
|
+$8.76M
|
+172,645
|
+598%
|
|
|
56
|
Glenview Trust
Louisville,
Kentucky
|
$10.1M
|
+$5.05M
|
+99,680
|
+100%
|
|
|
57
|
Boston Family Office
Boston,
Massachusetts
|
$9.88M
|
+$9.88M
|
+194,870
|
New
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$9.59M
|
-$7.52M
|
-148,256
|
-44%
|
|
|
59
|
EPIQ Partners
Minneapolis,
Minnesota
|
$9.59M
|
-$943K
|
-18,600
|
-9%
|
|
|
60
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$9.37M
|
+$9.37M
|
+184,815
|
New
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$9.36M
|
+$5.92M
|
+116,722
|
+172%
|
|
|
62
|
Alpha Cubed Investments
Irvine,
California
|
$9.26M
|
+$41.8K
|
+825
|
+0.5%
|
|
|
63
|
PFG Private Wealth Management
Lutz,
Florida
|
$9.15M
|
+$658K
|
+12,968
|
+8%
|
|
|
64
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.12M
|
-$480K
|
-9,475
|
-5%
|
|
|
65
|
Alesco Advisors
Pittsford,
New York
|
$9.07M
|
-$154K
|
-3,028
|
-2%
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.83M
|
-$519K
|
-10,242
|
-6%
|
|
|
67
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$7.83M
|
+$7.83M
|
+154,345
|
New
|
|
|
68
|
Bank of Hawaii
Honolulu,
Hawaii
|
$7.82M
|
+$481K
|
+9,491
|
+7%
|
|
|
69
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.67M
|
+$1.71M
|
+33,797
|
+29%
|
|
|
70
|
Oppenheimer & Co
New York
|
$7.54M
|
+$263K
|
+5,177
|
+4%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$7.52M
|
+$274K
|
+5,400
|
+4%
|
|
|
72
|
|
$7.2M
|
-$1.33M
|
-26,200
|
-16%
|
|
|
73
|
Independent Family Office
Albany,
New York
|
$6.9M
|
-$50.3K
|
-992
|
-0.7%
|
|
|
74
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$6.62M
|
-$335K
|
-6,599
|
-5%
|
|
|
75
|
MCF Advisors
Covington,
Kentucky
|
$6.6M
|
+$456K
|
+8,999
|
+7%
|
|
