|
201
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.9M
|
-$241K
|
-4,012
|
-2%
|
|
|
202
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13.8M
|
-$448K
|
-7,468
|
-3%
|
|
|
203
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$13.8M
|
+$1.06M
|
+17,700
|
+8%
|
|
|
204
|
CPWM LLC
Seattle,
Washington
|
$13.8M
|
-$15.1M
|
-251,936
|
-50%
|
|
|
205
|
Natixis Advisors
Boston,
Massachusetts
|
$13.7M
|
-$1.01M
|
-16,824
|
-6%
|
|
|
206
|
Franklin Resources
San Mateo,
California
|
$13.7M
|
-$2.24M
|
-37,344
|
-13%
|
|
|
207
|
Raymond James Trust
St. Petersburg,
Florida
|
$13.5M
|
-$14.4K
|
-240
|
-0.1%
|
|
|
208
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$13.4M
|
+$318K
|
+5,300
|
+2%
|
|
|
209
|
Park Avenue Securities
New York
|
$13.2M
|
-$536K
|
-8,928
|
-4%
|
|
|
210
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$13.1M
|
+$7.23M
|
+120,488
|
+101%
|
|
|
211
|
Brickley Wealth Management
San Mateo,
California
|
$13.1M
|
-$1.76M
|
-29,376
|
-11%
|
|
|
212
|
RhumbLine Advisers
Boston,
Massachusetts
|
$13.1M
|
+$9.86M
|
+164,252
|
+219%
|
|
|
213
|
Occidental Asset Management
Burlingame,
California
|
$13M
|
-$436K
|
-7,268
|
-3%
|
|
|
214
|
GHP Investment Advisors
Denver,
Colorado
|
$13M
|
-$14.2K
|
-236
|
-0.1%
|
|
|
215
|
Goldstein Munger & Associates
San Ramon,
California
|
$12.9M
|
-$200K
|
-3,328
|
-1%
|
|
|
216
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$12.8M
|
-$1.94M
|
-32,252
|
-12%
|
|
|
217
|
Southern Wealth Management
Dallas,
Texas
|
$12.8M
|
+$1.12M
|
+18,668
|
+9%
|
|
|
218
|
One Wealth Advisors
San Francisco,
California
|
$12.7M
|
-$5.91M
|
-98,380
|
-30%
|
|
|
219
|
Veritable
Wilmington,
Delaware
|
$12.7M
|
–
|
–
|
–
|
|
|
220
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.6M
|
-$56.1M
|
-935,048
|
-80%
|
|
|
221
|
Edgewood Management
Greenwich,
Connecticut
|
$12.5M
|
+$13.7M
|
+228,032
|
New
|
|
|
222
|
American Century Companies
Kansas City,
Missouri
|
$12.4M
|
+$1.78M
|
+29,572
|
+15%
|
|
|
223
|
CX Institutional
Auburn,
Indiana
|
$12.4M
|
+$835K
|
+13,912
|
+7%
|
|
|
224
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$12.3M
|
+$2.52M
|
+42,036
|
+23%
|
|
|
225
|
Covenant Partners
Nashville,
Tennessee
|
$12.3M
|
+$375K
|
+6,252
|
+3%
|
|
