|
126
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$16.8M
|
-$1.37M
|
-31,011
|
-8%
|
|
|
127
|
Cambridge Associates
Boston,
Massachusetts
|
$16.7M
|
-$685K
|
-15,495
|
-4%
|
|
|
128
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.6M
|
-$374K
|
-8,463
|
-2%
|
|
|
129
|
Atria Wealth Solutions
New York
|
$16.5M
|
-$604K
|
-13,669
|
-4%
|
|
|
130
|
Parcion Private Wealth
Bellevue,
Washington
|
$16.4M
|
-$1.17M
|
-26,484
|
-7%
|
|
|
131
|
Vision Capital Management
Portland,
Oregon
|
$16.1M
|
-$228K
|
-5,163
|
-1%
|
|
|
132
|
James Investment Research
Alpha,
Ohio
|
$15.9M
|
-$24.9K
|
-564
|
-0.2%
|
|
|
133
|
M&T Bank
Buffalo,
New York
|
$15.8M
|
-$2.04M
|
-46,195
|
-11%
|
|
|
134
|
BFSG LLC
Irvine,
California
|
$15.2M
|
+$1.42M
|
+32,215
|
+10%
|
|
|
135
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$15.1M
|
–
|
–
|
–
|
|
|
136
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.9M
|
+$353K
|
+7,992
|
+2%
|
|
|
137
|
Sage Rhino Capital
Menlo Park,
California
|
$14.8M
|
+$66.7K
|
+1,510
|
+0.5%
|
|
|
138
|
|
$14.7M
|
+$179K
|
+4,053
|
+1%
|
|
|
139
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$14.6M
|
-$1.68M
|
-38,057
|
-10%
|
|
|
140
|
Fielder Capital Group
Nashville,
Tennessee
|
$14.5M
|
-$1.45M
|
-32,741
|
-9%
|
|
|
141
|
Sterling Financial Planning
Sparta,
New Jersey
|
$14.5M
|
-$828K
|
-18,742
|
-5%
|
|
|
142
|
Modus Advisors
Excelsior,
Minnesota
|
$14.3M
|
+$1.37K
|
+31
|
+0%
|
|
|
143
|
Oppenheimer Asset Management
New York
|
$14.2M
|
+$1.15M
|
+26,089
|
+9%
|
|
|
144
|
William Blair & Company
Chicago,
Illinois
|
$14.1M
|
+$550K
|
+12,455
|
+4%
|
|
|
145
|
Gimbal Financial
Carmel,
Indiana
|
$14.1M
|
+$13.6M
|
+308,614
|
New
|
|
|
146
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$14M
|
-$162K
|
-3,656
|
-1%
|
|
|
147
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14M
|
+$4.13M
|
+93,525
|
+48%
|
|
|
148
|
First Foundation Advisors
Irvine,
California
|
$14M
|
+$298K
|
+6,736
|
+2%
|
|
|
149
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13.9M
|
-$495K
|
-11,194
|
-3%
|
|
|
150
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$13.9M
|
-$492K
|
-11,137
|
-3%
|
|
