|
201
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$6.2M
|
–
|
–
|
–
|
|
|
202
|
Lynch & Associates
Newburgh,
Indiana
|
$6.12M
|
+$265K
|
+9,280
|
+4%
|
|
|
203
|
NTV Asset Management
Charleston,
West Virginia
|
$6.12M
|
-$1.26M
|
-44,120
|
-17%
|
|
|
204
|
Capital Fund Management (CFM)
Paris,
France
|
$6.11M
|
+$5.83M
|
+204,000
|
+1,360%
|
|
|
205
|
Financial Partners Capital Management
New York
|
$6.06M
|
+$363K
|
+12,715
|
+6%
|
|
|
206
|
FDx Advisors
Chicago,
Illinois
|
$6.05M
|
-$29.1K
|
-1,020
|
-0.5%
|
|
|
207
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.99M
|
–
|
–
|
–
|
|
|
208
|
Brinker Capital
Berwyn,
Pennsylvania
|
$5.98M
|
-$166K
|
-5,825
|
-3%
|
|
|
209
|
Rezny Wealth Management
Fort Myers,
Florida
|
$5.91M
|
-$1.45M
|
-50,645
|
-19%
|
|
|
210
|
Torch Wealth Management
Cincinnati,
Ohio
|
$5.87M
|
+$333K
|
+11,650
|
+6%
|
|
|
211
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.85M
|
+$98.6K
|
+3,450
|
+2%
|
|
|
212
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.81M
|
-$669K
|
-23,425
|
-10%
|
|
|
213
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.8M
|
+$3.04M
|
+106,565
|
+105%
|
|
|
214
|
Oppenheimer & Co
New York
|
$5.72M
|
+$616K
|
+21,575
|
+12%
|
|
|
215
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.61M
|
+$188K
|
+6,580
|
+3%
|
|
|
216
|
Capital Planning Advisors
Roseville,
California
|
$5.57M
|
+$666K
|
+23,305
|
+13%
|
|
|
217
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$5.53M
|
+$74.6K
|
+2,610
|
+1%
|
|
|
218
|
Capstone Asset Management
Houston,
Texas
|
$5.49M
|
-$177K
|
-6,195
|
-3%
|
|
|
219
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.34M
|
+$5.48M
|
+191,680
|
New
|
|
|
220
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$5.33M
|
+$376K
|
+13,170
|
+7%
|
|
|
221
|
Davidson & Garrard
Lynchburg,
Virginia
|
$5.27M
|
+$187K
|
+6,555
|
+4%
|
|
|
222
|
Fidelity Investments
Boston,
Massachusetts
|
$5.17M
|
-$142K
|
-4,955
|
-3%
|
|
|
223
|
WrapManager Inc
Mill Valley,
California
|
$5.04M
|
+$5.16M
|
+180,730
|
New
|
|
|
224
|
Evercore Wealth Management
New York
|
$5.03M
|
+$74.3K
|
+2,600
|
+1%
|
|
|
225
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4.99M
|
+$115K
|
+4,035
|
+2%
|
|
