|
301
|
Baker Avenue Asset Management
San Francisco,
California
|
$9.95M
|
-$7.97M
|
-198,687
|
-40%
|
|
|
302
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$9.91M
|
+$2.38M
|
+59,302
|
+25%
|
|
|
303
|
St Louis Trust
Saint Louis,
Missouri
|
$9.9M
|
+$821K
|
+20,457
|
+7%
|
|
|
304
|
Welch & Forbes
Boston,
Massachusetts
|
$9.75M
|
+$2.37M
|
+58,945
|
+25%
|
|
|
305
|
Windham Capital Management
Boston,
Massachusetts
|
$9.71M
|
-$1.92M
|
-47,947
|
-14%
|
|
|
306
|
Chai Trust Company
Chicago,
Illinois
|
$9.65M
|
+$1.85M
|
+46,099
|
+19%
|
|
|
307
|
Manchester Capital Management
Manchester,
Vermont
|
$9.64M
|
-$18.8M
|
-468,941
|
-62%
|
|
|
308
|
Relative Value Partners Group
|
$9.51M
|
+$1.33M
|
+33,115
|
+13%
|
|
|
309
|
|
$9.48M
|
+$1.08M
|
+26,798
|
+10%
|
|
|
310
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.47M
|
+$1.71M
|
+42,672
|
+18%
|
|
|
311
|
Private Capital Group
West Hartford,
Connecticut
|
$9.46M
|
-$344K
|
-8,563
|
-3%
|
|
|
312
|
PrairieView Partners
St. Paul,
Minnesota
|
$9.36M
|
+$1.04M
|
+25,919
|
+10%
|
|
|
313
|
Franklin Resources
San Mateo,
California
|
$9.36M
|
-$1.12M
|
-28,028
|
-9%
|
|
|
314
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$9.34M
|
+$2.61M
|
+65,000
|
+30%
|
|
|
315
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$9.27M
|
-$415K
|
-10,351
|
-4%
|
|
|
316
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$9.26M
|
+$908K
|
+22,630
|
+9%
|
|
|
317
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.23M
|
-$527K
|
-13,139
|
-5%
|
|
|
318
|
AllSquare Wealth Management
Albany,
New York
|
$9.21M
|
-$165K
|
-4,103
|
-1%
|
|
|
319
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$9.17M
|
+$48.2K
|
+1,202
|
+0.4%
|
|
|
320
|
Cetera Advisor Networks
El Segundo,
California
|
$9.13M
|
+$1.05M
|
+26,178
|
+11%
|
|
|
321
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.13M
|
+$8.73M
|
+217,498
|
+386%
|
|
|
322
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$9.07M
|
+$353K
|
+8,804
|
+3%
|
|
|
323
|
MA Private Wealth
San Carlos,
California
|
$9.06M
|
-$106K
|
-2,653
|
-1%
|
|
|
324
|
Norris Perne & French
Grand Rapids,
Michigan
|
$8.89M
|
+$754K
|
+18,792
|
+8%
|
|
|
325
|
Tompkins Financial
Ithaca,
New York
|
$8.77M
|
+$170K
|
+4,228
|
+2%
|
|
