|
101
|
Osborne Partners Capital Management
San Francisco,
California
|
$673K
|
-$45.7K
|
-855
|
-7%
|
|
|
102
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$664K
|
-$90.9K
|
-1,700
|
-13%
|
|
|
103
|
NTV Asset Management
Charleston,
West Virginia
|
$629K
|
+$96.2K
|
+1,800
|
+19%
|
|
|
104
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$625K
|
-$2.41K
|
-45
|
-0.4%
|
|
|
105
|
Fidelity Investments
Boston,
Massachusetts
|
$617K
|
+$133K
|
+2,482
|
+29%
|
|
|
106
|
Corient Private Wealth
Miami,
Florida
|
$608K
|
+$64.9K
|
+1,214
|
+13%
|
|
|
107
|
Brown Advisory
Baltimore,
Maryland
|
$603K
|
–
|
–
|
–
|
|
|
108
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$586K
|
+$7.38K
|
+138
|
+1%
|
|
|
109
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$576K
|
-$2.51K
|
-47
|
-0.5%
|
|
|
110
|
Americana Partners
Houston,
Texas
|
$564K
|
–
|
–
|
–
|
|
|
111
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$553K
|
–
|
–
|
–
|
|
|
112
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$549K
|
-$21.8K
|
-408
|
-4%
|
|
|
113
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$547K
|
+$37.5K
|
+702
|
+8%
|
|
|
114
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$527K
|
-$2.67K
|
-50
|
-0.5%
|
|
|
115
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$511K
|
–
|
–
|
–
|
|
|
116
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$495K
|
–
|
–
|
–
|
|
|
117
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$468K
|
+$84.3K
|
+1,576
|
+23%
|
|
|
118
|
Freedom Investment Management
Hartford,
Connecticut
|
$463K
|
-$24.3K
|
-455
|
-5%
|
|
|
119
|
Cresset Asset Management
Chicago,
Illinois
|
$462K
|
+$438K
|
+8,201
|
New
|
|
|
120
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$460K
|
–
|
–
|
–
|
|
|
121
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$458K
|
+$49.8K
|
+932
|
+13%
|
|
|
122
|
Citadel Advisors
Miami,
Florida
|
$446K
|
+$258K
|
+4,828
|
+156%
|
|
|
123
|
IHT Wealth Management
Chicago,
Illinois
|
$444K
|
+$17.5K
|
+327
|
+4%
|
|
|
124
|
Wealthspan Partners
Davenport,
Iowa
|
$444K
|
-$81.2K
|
-1,519
|
-16%
|
|
|
125
|
SageView Advisory Group
Newport Beach,
California
|
$443K
|
+$420K
|
+7,850
|
New
|
|
