|
76
|
Bluefin Capital Management
New York
|
$15M
|
+$15M
|
+284,762
|
New
|
|
|
77
|
Leonetti & Associates
Buffalo Grove,
Illinois
|
$14.1M
|
-$494K
|
-9,390
|
-3%
|
|
|
78
|
Evensky & Katz
Coral Gables,
Florida
|
$13.9M
|
+$819K
|
+15,556
|
+6%
|
|
|
79
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$13.9M
|
+$4.66M
|
+88,456
|
+51%
|
|
|
80
|
Cerity Partners OCIO
New York
|
$13.6M
|
+$2.47M
|
+46,898
|
+22%
|
|
|
81
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13.6M
|
-$5.19M
|
-98,624
|
-28%
|
|
|
82
|
Palladium Partners
Norfolk,
Virginia
|
$13.6M
|
-$617K
|
-11,720
|
-4%
|
|
|
83
|
Bangor Savings Bank
Bangor,
Maine
|
$13M
|
+$174K
|
+3,308
|
+1%
|
|
|
84
|
Truist Financial
Charlotte,
North Carolina
|
$12.5M
|
+$482K
|
+9,158
|
+4%
|
|
|
85
|
Mariner
Overland Park,
Kansas
|
$12.4M
|
+$1.87M
|
+35,436
|
+18%
|
|
|
86
|
Cornerstone Management
Duluth,
Georgia
|
$12.3M
|
+$1.13M
|
+21,364
|
+10%
|
|
|
87
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$12.2M
|
+$92.3K
|
+1,752
|
+0.8%
|
|
|
88
|
Cypress Capital Group
Palm Beach,
Florida
|
$12M
|
-$1.86M
|
-35,286
|
-13%
|
|
|
89
|
Trutina Financial
Bellevue,
Washington
|
$12M
|
-$1.1M
|
-20,942
|
-8%
|
|
|
90
|
Sabal Trust
St. Petersburg,
Florida
|
$11.9M
|
+$47.2K
|
+896
|
+0.4%
|
|
|
91
|
SouthState Corp
Winter Haven,
Florida
|
$11.8M
|
+$11.8M
|
+224,268
|
New
|
|
|
92
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$11.8M
|
-$26.1K
|
-496
|
-0.2%
|
|
|
93
|
CPWM LLC
Seattle,
Washington
|
$11.4M
|
+$237K
|
+4,500
|
+2%
|
|
|
94
|
Gradient Investments
Arden Hills,
Minnesota
|
$11M
|
-$9.48M
|
-180,024
|
-46%
|
|
|
95
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$10.9M
|
-$1.42M
|
-27,000
|
-12%
|
|
|
96
|
LBA Wealth Management
Jacksonville,
Florida
|
$10.6M
|
-$953K
|
-18,100
|
-8%
|
|
|
97
|
Windsor Capital Management
Phoenix,
Arizona
|
$10.4M
|
+$115K
|
+2,180
|
+1%
|
|
|
98
|
Hilltop Holdings
Dallas,
Texas
|
$10.4M
|
-$1.19M
|
-22,562
|
-10%
|
|
|
99
|
Thomaspartners
Boston,
Massachusetts
|
$10.2M
|
-$83K
|
-1,576
|
-0.8%
|
|
|
100
|
|
$9.75M
|
-$5.21M
|
-98,888
|
-35%
|
|
