|
226
|
D. Scott Neal
Lexington,
Kentucky
|
$13.3M
|
+$12.9M
|
+73,722
|
New
|
|
|
227
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$13.3M
|
+$12.2M
|
+69,766
|
+1,938%
|
|
|
228
|
United Asset Strategies
Garden City,
New York
|
$13.2M
|
+$8.01M
|
+45,654
|
+165%
|
|
|
229
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$13.2M
|
+$1.56M
|
+8,913
|
+14%
|
|
|
230
|
Alerus Financial
Grand Forks,
North Dakota
|
$13.1M
|
-$175
|
-1
|
-0%
|
|
|
231
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$13M
|
-$1.25M
|
-7,146
|
-9%
|
|
|
232
|
Rothschild Capital Partners
New York
|
$12.9M
|
+$2.59M
|
+14,789
|
+26%
|
|
|
233
|
Pine Ridge Advisers
New York
|
$12.9M
|
+$2.51M
|
+14,282
|
+25%
|
|
|
234
|
Westover Capital Advisors
Wilmington,
Delaware
|
$12.8M
|
+$5.73M
|
+32,668
|
+85%
|
|
|
235
|
Intrua Financial
Houston,
Texas
|
$12.8M
|
-$891K
|
-5,080
|
-7%
|
|
|
236
|
Strategic Financial Services
Utica,
New York
|
$12.8M
|
-$421K
|
-2,400
|
-3%
|
|
|
237
|
Tatro Capital
Lexington,
Kentucky
|
$12.7M
|
-$97.9K
|
-558
|
-0.8%
|
|
|
238
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$12.6M
|
+$514K
|
+2,932
|
+4%
|
|
|
239
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$12.6M
|
+$283K
|
+1,611
|
+2%
|
|
|
240
|
New Millennium Group
Sandy,
Utah
|
$12.4M
|
+$12M
|
+68,498
|
New
|
|
|
241
|
Castleark Management
Chicago,
Illinois
|
$12.4M
|
–
|
–
|
–
|
|
|
242
|
Strategic Wealth Partners
Independence,
Ohio
|
$12.3M
|
+$1.48M
|
+8,459
|
+14%
|
|
|
243
|
Atria Investments
Charlotte,
North Carolina
|
$12.2M
|
+$2.77M
|
+15,776
|
+30%
|
|
|
244
|
Ellsworth Advisors
Hudson,
Ohio
|
$12.1M
|
+$100K
|
+571
|
+0.9%
|
|
|
245
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$12M
|
+$247K
|
+1,407
|
+2%
|
|
|
246
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12M
|
+$956K
|
+5,452
|
+9%
|
|
|
247
|
RS Crum Inc
Newport Beach,
California
|
$11.9M
|
+$3.48M
|
+19,834
|
+43%
|
|
|
248
|
Sarasin & Partners
London,
United Kingdom
|
$11.8M
|
+$55.3K
|
+315
|
+0.5%
|
|
|
249
|
Goldstein Munger & Associates
San Ramon,
California
|
$11.8M
|
+$16.7K
|
+95
|
+0.1%
|
|
|
250
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$11.8M
|
+$751K
|
+4,278
|
+7%
|
|
