|
101
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$549K
|
–
|
–
|
–
|
|
|
102
|
BTR Capital Management
Oakland,
California
|
$515K
|
–
|
–
|
–
|
|
|
103
|
Stratton Management
King Of Prussia,
Pennsylvania
|
$503K
|
+$19.1K
|
+100
|
+4%
|
|
|
104
|
FAS Wealth Partners
Leawood,
Kansas
|
$499K
|
+$11.5K
|
+60
|
+2%
|
|
|
105
|
Coe Capital Management
Highland Park,
Illinois
|
$481K
|
+$478K
|
+2,500
|
New
|
|
|
106
|
Global Endowment Management
Charlotte,
North Carolina
|
$481K
|
+$478K
|
+2,500
|
New
|
|
|
107
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$477K
|
-$191
|
-1
|
-0%
|
|
|
108
|
WESPAC Advisors
Orinda,
California
|
$472K
|
+$234K
|
+1,226
|
+100%
|
|
|
109
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$438K
|
+$23.9K
|
+125
|
+6%
|
|
|
110
|
Concert Wealth Management
San Jose,
California
|
$435K
|
+$382
|
+2
|
+0.1%
|
|
|
111
|
Investment Management of Virginia
Richmond,
Virginia
|
$421K
|
+$2.49K
|
+13
|
+0.6%
|
|
|
112
|
Schnieders Capital Management
Pasadena,
California
|
$414K
|
-$6.69K
|
-35
|
-2%
|
|
|
113
|
CIBC Bank USA
Chicago,
Illinois
|
$359K
|
–
|
–
|
–
|
|
|
114
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$337K
|
–
|
–
|
–
|
|
|
115
|
Brown Advisory
Baltimore,
Maryland
|
$335K
|
+$15.5K
|
+81
|
+5%
|
|
|
116
|
United Capital Financial Advisors
Irving,
Texas
|
$329K
|
-$195K
|
-1,019
|
-37%
|
|
|
117
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$315K
|
-$14.1K
|
-74
|
-4%
|
|
|
118
|
Coldstream Capital Management
Bellevue,
Washington
|
$312K
|
+$25.8K
|
+135
|
+9%
|
|
|
119
|
Great Lakes Advisors
Chicago,
Illinois
|
$275K
|
–
|
–
|
–
|
|
|
120
|
McAdams Wright Ragen
Seattle,
Washington
|
$262K
|
-$22.6K
|
-118
|
-8%
|
|
|
121
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$254K
|
-$7.65K
|
-40
|
-3%
|
|
|
122
|
|
$251K
|
-$9.18K
|
-48
|
-4%
|
|
|
123
|
Gofen & Glossberg
Chicago,
Illinois
|
$250K
|
-$191
|
-1
|
-0.1%
|
|
|
124
|
Perigon Wealth Management
San Francisco,
California
|
$247K
|
+$246K
|
+1,286
|
New
|
|
|
125
|
|
$234K
|
-$9.56K
|
-50
|
-4%
|
|
