|
101
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.3M
|
+$17.5M
|
+478,321
|
+425%
|
|
|
102
|
Highland Private Wealth Management
Bellevue,
Washington
|
$20.3M
|
+$401K
|
+10,969
|
+2%
|
|
|
103
|
Evercore Wealth Management
New York
|
$20.1M
|
+$176K
|
+4,814
|
+0.9%
|
|
|
104
|
Goldstein Munger & Associates
San Ramon,
California
|
$19.6M
|
+$17K
|
+466
|
+0.1%
|
|
|
105
|
First American Trust
Santa Ana,
California
|
$19.1M
|
+$705K
|
+19,316
|
+4%
|
|
|
106
|
Chatham Capital Group
Savannah,
Georgia
|
$19.1M
|
+$194K
|
+5,312
|
+1%
|
|
|
107
|
Cadinha & Co
Honolulu,
Hawaii
|
$19M
|
-$13.9M
|
-381,207
|
-42%
|
|
|
108
|
IFP Advisors
Tampa,
Florida
|
$18.9M
|
+$7.49M
|
+205,142
|
+64%
|
|
|
109
|
Voya Financial Advisors
Windsor,
Connecticut
|
$18.9M
|
+$5.75M
|
+157,428
|
+43%
|
|
|
110
|
Ratan Capital Management
Miami Beach,
Florida
|
$18.8M
|
+$19.1M
|
+522,400
|
New
|
|
|
111
|
Equitable Holdings
New York
|
$18.6M
|
+$274K
|
+7,495
|
+1%
|
|
|
112
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$18.4M
|
+$1.18M
|
+32,423
|
+7%
|
|
|
113
|
Steward Partners Investment Advisory
New York
|
$18.4M
|
+$3.16M
|
+86,476
|
+20%
|
|
|
114
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$18.1M
|
+$631K
|
+17,292
|
+4%
|
|
|
115
|
Russell Investments Group
London,
United Kingdom
|
$18.1M
|
–
|
–
|
–
|
|
|
116
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$18.1M
|
+$1.72M
|
+46,972
|
+10%
|
|
|
117
|
Norris Financial Group
Greenville,
South Carolina
|
$18M
|
+$2.03M
|
+55,717
|
+13%
|
|
|
118
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.9M
|
+$1.97M
|
+53,893
|
+12%
|
|
|
119
|
3EDGE Asset Management
Naples,
Florida
|
$17.8M
|
-$504K
|
-13,810
|
-3%
|
|
|
120
|
Brookstone Capital Management
Wheaton,
Illinois
|
$17.2M
|
+$17.5M
|
+479,294
|
New
|
|
|
121
|
Narwhal Capital Management
Marietta,
Georgia
|
$17M
|
+$1.07M
|
+29,354
|
+7%
|
|
|
122
|
KeyBank National Association
Cleveland,
Ohio
|
$16.9M
|
+$10.9M
|
+298,489
|
+174%
|
|
|
123
|
NKCFO LLC
Geneva,
Illinois
|
$16.8M
|
–
|
–
|
–
|
|
|
124
|
Capital Bank & Trust
Irvine,
California
|
$16.7M
|
+$2.63M
|
+72,011
|
+18%
|
|
|
125
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$16.6M
|
+$404K
|
+11,061
|
+2%
|
|
