|
301
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$12.8M
|
+$159K
|
+3,719
|
+1%
|
|
|
302
|
Northeast Investment Management
Boston,
Massachusetts
|
$12.8M
|
-$455K
|
-10,678
|
-4%
|
|
|
303
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$12.7M
|
+$1.21M
|
+28,387
|
+11%
|
|
|
304
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.7M
|
-$539K
|
-12,631
|
-4%
|
|
|
305
|
Wellington Management Group
Boston,
Massachusetts
|
$12.5M
|
+$9.02M
|
+211,580
|
+298%
|
|
|
306
|
AllSquare Wealth Management
Albany,
New York
|
$12.3M
|
+$110K
|
+2,588
|
+0.9%
|
|
|
307
|
St Louis Trust
Saint Louis,
Missouri
|
$12.2M
|
+$4.01M
|
+93,940
|
+51%
|
|
|
308
|
BT Wealth Management
Atlanta,
Georgia
|
$12.2M
|
-$25.7K
|
-602
|
-0.2%
|
|
|
309
|
MA Private Wealth
San Carlos,
California
|
$12.1M
|
-$388K
|
-9,088
|
-3%
|
|
|
310
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$12.1M
|
+$398K
|
+9,334
|
+4%
|
|
|
311
|
Cordant Inc
Portland,
Oregon
|
$12M
|
+$11.7M
|
+273,277
|
New
|
|
|
312
|
Strategic Investment Management
Arlington,
Virginia
|
$12M
|
+$11.6M
|
+272,859
|
New
|
|
|
313
|
PHH Investments
Addison,
Texas
|
$12M
|
-$333K
|
-7,799
|
-3%
|
|
|
314
|
Smith, Moore & Co
Clayton,
Missouri
|
$12M
|
+$37.7K
|
+883
|
+0.3%
|
|
|
315
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.8M
|
+$2.08M
|
+48,770
|
+22%
|
|
|
316
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.8M
|
-$2.99M
|
-70,164
|
-21%
|
|
|
317
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.8M
|
+$633K
|
+14,846
|
+6%
|
|
|
318
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.8M
|
+$60K
|
+1,407
|
+0.5%
|
|
|
319
|
Garde Capital
Seattle,
Washington
|
$11.8M
|
-$426K
|
-9,999
|
-4%
|
|
|
320
|
Manning & Napier Group
Fairport,
New York
|
$11.8M
|
–
|
–
|
–
|
|
|
321
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.6M
|
+$11.2M
|
+263,225
|
New
|
|
|
322
|
Estate Counselors
Thiensville,
Wisconsin
|
$11.5M
|
+$4.1M
|
+96,100
|
+58%
|
|
|
323
|
Tompkins Financial
Ithaca,
New York
|
$11.4M
|
+$858K
|
+20,129
|
+8%
|
|
|
324
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.4M
|
+$437K
|
+10,241
|
+4%
|
|
|
325
|
|
$11.4M
|
+$495K
|
+11,610
|
+5%
|
|
