|
51
|
|
$12.5M
|
–
|
–
|
–
|
|
|
52
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.4M
|
+$3.08M
|
+120,621
|
+33%
|
|
|
53
|
Foster & Motley
Cincinnati,
Ohio
|
$12.4M
|
+$38.4K
|
+1,504
|
+0.3%
|
|
|
54
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.4M
|
-$1.72M
|
-67,390
|
-12%
|
|
|
55
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$11.8M
|
-$14.5K
|
-567
|
-0.1%
|
|
|
56
|
Nottingham Advisors
Amherst,
New York
|
$11.6M
|
-$454K
|
-17,791
|
-4%
|
|
|
57
|
Gabalex Capital Management
New York
|
$11.5M
|
+$11.5M
|
+450,000
|
New
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.3M
|
-$86.1K
|
-3,374
|
-0.8%
|
|
|
59
|
Evercore Wealth Management
New York
|
$10.6M
|
+$6.98M
|
+273,557
|
+194%
|
|
|
60
|
GenWealth Group
Maplewood,
New Jersey
|
$9.42M
|
+$934K
|
+36,600
|
+11%
|
|
|
61
|
|
$9.42M
|
+$322K
|
+12,620
|
+4%
|
|
|
62
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.34M
|
-$724K
|
-28,351
|
-7%
|
|
|
63
|
Zhang Financial
Portage,
Michigan
|
$9.33M
|
-$120K
|
-4,714
|
-1%
|
|
|
64
|
Fiduciary Trust
Boston,
Massachusetts
|
$9.17M
|
+$2.61M
|
+102,240
|
+40%
|
|
|
65
|
BCWM LLC
Overland Park,
Kansas
|
$9.05M
|
+$1.92M
|
+75,129
|
+27%
|
|
|
66
|
TIAA FSB
Jacksonville,
Florida
|
$8.24M
|
+$1.93M
|
+75,453
|
+30%
|
|
|
67
|
|
$8.15M
|
+$10.1K
|
+396
|
+0.1%
|
|
|
68
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8.09M
|
+$446K
|
+17,482
|
+6%
|
|
|
69
|
Mackay Shields LLC
New York
|
$7.99M
|
–
|
–
|
–
|
|
|
70
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$7.96M
|
+$1.59M
|
+62,108
|
+25%
|
|
|
71
|
M&T Bank
Buffalo,
New York
|
$7.71M
|
+$180K
|
+7,039
|
+2%
|
|
|
72
|
Narwhal Capital Management
Marietta,
Georgia
|
$7.66M
|
+$456K
|
+17,868
|
+6%
|
|
|
73
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.55M
|
+$3.93M
|
+153,997
|
+108%
|
|
|
74
|
Biltmore Family Office
Charlotte,
North Carolina
|
$7.52M
|
+$46.3K
|
+1,812
|
+0.6%
|
|
|
75
|
Cetera Advisors
Denver,
Colorado
|
$7.39M
|
+$64.2K
|
+2,514
|
+0.9%
|
|
