|
126
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.3M
|
-$304K
|
-2,492
|
-3%
|
|
|
127
|
Allworth Financial
Folsom,
California
|
$12.3M
|
-$31.8K
|
-261
|
-0.3%
|
|
|
128
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$12M
|
+$6.13M
|
+50,263
|
+115%
|
|
|
129
|
American Assets Investment Management
San Diego,
California
|
$12M
|
–
|
–
|
–
|
|
|
130
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$11.8M
|
+$1.61M
|
+13,155
|
+17%
|
|
|
131
|
|
$11.7M
|
+$1.16M
|
+9,507
|
+12%
|
|
|
132
|
Eldred Rock Partners
San Antonio,
Texas
|
$11.6M
|
+$1.2M
|
+9,871
|
+12%
|
|
|
133
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11.5M
|
-$91.8K
|
-752
|
-0.8%
|
|
|
134
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.5M
|
+$832K
|
+6,817
|
+8%
|
|
|
135
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$11.4M
|
-$158K
|
-1,291
|
-1%
|
|
|
136
|
Osterweis Capital Management
San Francisco,
California
|
$11.4M
|
–
|
–
|
–
|
|
|
137
|
Manning & Napier Advisors
Fairport,
New York
|
$11.3M
|
-$907K
|
-7,437
|
-8%
|
|
|
138
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$11.3M
|
-$58.8K
|
-482
|
-0.5%
|
|
|
139
|
Callan Family Office
Radnor,
Pennsylvania
|
$11.3M
|
+$113K
|
+927
|
+1%
|
|
|
140
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$11.2M
|
-$513K
|
-4,208
|
-5%
|
|
|
141
|
Zevin Asset Management
Boston,
Massachusetts
|
$11.2M
|
-$1.48M
|
-12,129
|
-12%
|
|
|
142
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$10.9M
|
+$1.4M
|
+11,500
|
+16%
|
|
|
143
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$10.9M
|
-$136K
|
-1,116
|
-1%
|
|
|
144
|
Investment House LLC
Redondo Beach,
California
|
$10.5M
|
+$24.4K
|
+200
|
+0.2%
|
|
|
145
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$10.5M
|
+$1M
|
+8,214
|
+11%
|
|
|
146
|
United Capital Financial Advisors
Irving,
Texas
|
$10.4M
|
+$550K
|
+4,508
|
+6%
|
|
|
147
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$9.88M
|
+$56.7K
|
+465
|
+0.6%
|
|
|
148
|
Gabelli Funds
Rye,
New York
|
$9.86M
|
-$305K
|
-2,500
|
-3%
|
|
|
149
|
Cohen Capital Management
Corte Madera,
California
|
$9.82M
|
-$79.3K
|
-650
|
-0.8%
|
|
|
150
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$9.75M
|
-$148K
|
-1,215
|
-2%
|
|
