|
101
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$16.9M
|
+$16.3M
|
+496,343
|
New
|
|
|
102
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$16.5M
|
+$5.15M
|
+157,056
|
+48%
|
|
|
103
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$16.4M
|
-$20.6M
|
-629,558
|
-57%
|
|
|
104
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$16.3M
|
+$15.7M
|
+479,316
|
New
|
|
|
105
|
NKCFO LLC
Geneva,
Illinois
|
$15.9M
|
+$14M
|
+426,500
|
+1,022%
|
|
|
106
|
Oxbow Advisors
Austin,
Texas
|
$15.6M
|
+$3.93M
|
+120,055
|
+36%
|
|
|
107
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$15.5M
|
+$298K
|
+9,088
|
+2%
|
|
|
108
|
Quest Investment Management
Lake Oswego,
Oregon
|
$15.3M
|
–
|
–
|
–
|
|
|
109
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$15.3M
|
-$1.83M
|
-55,826
|
-11%
|
|
|
110
|
Transform Wealth
Greenwood Village,
Colorado
|
$15.2M
|
+$12.3M
|
+374,299
|
+509%
|
|
|
111
|
Bourgeon Capital Management
Darien,
Connecticut
|
$15.1M
|
+$1.75M
|
+53,380
|
+14%
|
|
|
112
|
Norris Financial Group
Greenville,
South Carolina
|
$15.1M
|
+$4.15M
|
+126,533
|
+40%
|
|
|
113
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.1M
|
+$131K
|
+4,003
|
+0.9%
|
|
|
114
|
Narwhal Capital Management
Marietta,
Georgia
|
$15.1M
|
+$92.2K
|
+2,815
|
+0.6%
|
|
|
115
|
American Investment Services
Great Barrington,
Massachusetts
|
$14.6M
|
-$2.06M
|
-62,924
|
-13%
|
|
|
116
|
American Research & Management Company
Marion,
Massachusetts
|
$14.5M
|
+$14M
|
+427,850
|
New
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$14.4M
|
+$7.98M
|
+243,425
|
+135%
|
|
|
118
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$13.9M
|
-$7.7K
|
-235
|
-0.1%
|
|
|
119
|
|
$13.9M
|
-$993K
|
-30,317
|
-7%
|
|
|
120
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$13.6M
|
+$792K
|
+24,167
|
+6%
|
|
|
121
|
Capital Bank & Trust
Irvine,
California
|
$13.3M
|
+$4.29M
|
+130,972
|
+50%
|
|
|
122
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$13.3M
|
+$6.55M
|
+200,036
|
+105%
|
|
|
123
|
Titan Managers
Scottsdale,
Arizona
|
$13.1M
|
+$142K
|
+4,332
|
+1%
|
|
|
124
|
WESPAC Advisors SoCal
Pasadena,
California
|
$12.7M
|
-$406K
|
-12,400
|
-3%
|
|
|
125
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$12.6M
|
-$273K
|
-8,333
|
-2%
|
|
