|
101
|
Retirement Capital Strategies
San Jose,
California
|
$13M
|
+$1.7M
|
+6,125
|
+15%
|
|
|
102
|
Klingman & Associates
New York
|
$12.9M
|
-$71.4K
|
-257
|
-0.5%
|
|
|
103
|
Daniel Devine & Co
Parkland,
Florida
|
$12.8M
|
–
|
–
|
–
|
|
|
104
|
Bessemer Group
Woodbridge,
New Jersey
|
$12.6M
|
+$161K
|
+580
|
+1%
|
|
|
105
|
Linscomb Wealth
Houston,
Texas
|
$12.4M
|
-$596K
|
-2,145
|
-5%
|
|
|
106
|
Gofen & Glossberg
Chicago,
Illinois
|
$12.3M
|
+$676K
|
+2,432
|
+6%
|
|
|
107
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$12.2M
|
+$294K
|
+1,056
|
+2%
|
|
|
108
|
Chanos & Company
New York
|
$12M
|
-$916K
|
-3,295
|
-7%
|
|
|
109
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$11.9M
|
-$287K
|
-1,034
|
-2%
|
|
|
110
|
WhitTier Trust Company
Reno,
Nevada
|
$11.8M
|
+$153K
|
+550
|
+1%
|
|
|
111
|
Oppenheimer & Co
New York
|
$11.4M
|
-$11.2M
|
-40,194
|
-49%
|
|
|
112
|
First Merchants Corp
Muncie,
Indiana
|
$11.3M
|
-$184K
|
-661
|
-2%
|
|
|
113
|
American International Group
New York
|
$11.3M
|
+$5.41M
|
+19,453
|
+89%
|
|
|
114
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11.2M
|
+$11.1M
|
+39,785
|
+3,369%
|
|
|
115
|
Rothschild Investment LLC
Chicago,
Illinois
|
$11M
|
-$5.56K
|
-20
|
-0%
|
|
|
116
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$10.9M
|
+$249K
|
+897
|
+2%
|
|
|
117
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$10.8M
|
+$998K
|
+3,591
|
+10%
|
|
|
118
|
BNP Paribas Financial Markets
Paris,
France
|
$10.8M
|
-$17.8M
|
-64,078
|
-62%
|
|
|
119
|
RFG Advisory
Birmingham,
Alabama
|
$10.7M
|
+$10.9M
|
+39,242
|
New
|
|
|
120
|
Argentus Capital Management
Dallas,
Texas
|
$10.4M
|
+$10.6M
|
+38,246
|
New
|
|
|
121
|
KCM Investment Advisors
Greenbrae,
California
|
$10.1M
|
+$50.6K
|
+182
|
+0.5%
|
|
|
122
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$9.82M
|
+$16.1K
|
+58
|
+0.2%
|
|
|
123
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$9.74M
|
-$1.08M
|
-3,895
|
-10%
|
|
|
124
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$9.5M
|
-$369K
|
-1,328
|
-4%
|
|
|
125
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$9.4M
|
-$78.7K
|
-283
|
-0.8%
|
|
