|
151
|
R.M. Davis Inc
Portland,
Maine
|
$12.4M
|
-$2.57M
|
-51,086
|
-17%
|
|
|
152
|
Goelzer Investment Management
Carmel,
Indiana
|
$12.4M
|
+$426K
|
+8,482
|
+4%
|
|
|
153
|
Fortis Capital Management
Bellevue,
Washington
|
$12.3M
|
+$99.9K
|
+1,989
|
+0.8%
|
|
|
154
|
KWMG LLC
Overland Park,
Kansas
|
$12.3M
|
-$27.7K
|
-551
|
-0.2%
|
|
|
155
|
Raymond James Trust
St. Petersburg,
Florida
|
$12.2M
|
+$437K
|
+8,694
|
+4%
|
|
|
156
|
James Investment Research
Alpha,
Ohio
|
$12.1M
|
-$1.84M
|
-36,572
|
-13%
|
|
|
157
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$12.1M
|
+$317K
|
+6,308
|
+3%
|
|
|
158
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$12.1M
|
-$25.3K
|
-504
|
-0.2%
|
|
|
159
|
|
$11.9M
|
+$293K
|
+5,835
|
+3%
|
|
|
160
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$11.9M
|
+$438K
|
+8,730
|
+4%
|
|
|
161
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.7M
|
-$1.39M
|
-27,644
|
-11%
|
|
|
162
|
TD Private Client Wealth
New York
|
$11.4M
|
+$960K
|
+19,116
|
+9%
|
|
|
163
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$11.3M
|
-$1.59M
|
-31,600
|
-13%
|
|
|
164
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
+$1.71M
|
+34,147
|
+19%
|
|
|
165
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.1M
|
-$96.4K
|
-1,920
|
-0.9%
|
|
|
166
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$11.1M
|
-$358K
|
-7,138
|
-3%
|
|
|
167
|
Total Wealth Planning
Cincinnati,
Ohio
|
$11M
|
-$559K
|
-11,139
|
-5%
|
|
|
168
|
Leavell Investment Management
Mobile,
Alabama
|
$10.4M
|
+$4.14M
|
+82,495
|
+69%
|
|
|
169
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$10.3M
|
-$3.91M
|
-77,931
|
-28%
|
|
|
170
|
HSBC Holdings
London,
United Kingdom
|
$10.3M
|
-$5.04M
|
-100,432
|
-33%
|
|
|
171
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$10.3M
|
+$10M
|
+200,000
|
New
|
|
|
172
|
Blue Fin Capital
Warren,
Rhode Island
|
$10.1M
|
+$1.18M
|
+23,431
|
+14%
|
|
|
173
|
|
$10M
|
+$449K
|
+8,932
|
+5%
|
|
|
174
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.92M
|
-$2.14M
|
-42,556
|
-18%
|
|
|
175
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.92M
|
-$895K
|
-17,823
|
-8%
|
|
