|
101
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$22.4M
|
+$3.61M
|
+59,405
|
+19%
|
|
|
102
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$22.4M
|
+$7.07M
|
+116,268
|
+46%
|
|
|
103
|
Main Management
San Francisco,
California
|
$22.1M
|
+$148K
|
+2,426
|
+0.7%
|
|
|
104
|
MilWealth Group
Milwaukee,
Wisconsin
|
$21.9M
|
-$1.79M
|
-29,353
|
-8%
|
|
|
105
|
|
$21.9M
|
+$2.03M
|
+33,437
|
+10%
|
|
|
106
|
Rockefeller Capital Management
New York
|
$21.7M
|
+$4.72M
|
+77,675
|
+28%
|
|
|
107
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$21.3M
|
+$1.39M
|
+22,859
|
+7%
|
|
|
108
|
Chesley Taft & Associates
Chicago,
Illinois
|
$21.2M
|
+$272K
|
+4,470
|
+1%
|
|
|
109
|
Karpus Investment Management
Pittsford,
New York
|
$21.1M
|
-$17.2K
|
-282
|
-0.1%
|
|
|
110
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$21M
|
+$1.73M
|
+28,402
|
+9%
|
|
|
111
|
TD Private Client Wealth
New York
|
$20.4M
|
-$95.6K
|
-1,571
|
-0.5%
|
|
|
112
|
Brown Advisory
Baltimore,
Maryland
|
$20.3M
|
-$1.7M
|
-27,894
|
-8%
|
|
|
113
|
Aspiriant LLC
Los Angeles,
California
|
$20.2M
|
+$317K
|
+5,205
|
+2%
|
|
|
114
|
FC Advisory
West Chester,
Pennsylvania
|
$20.1M
|
-$139K
|
-2,281
|
-0.7%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$19.3M
|
-$7.69M
|
-126,467
|
-28%
|
|
|
116
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$19M
|
-$12.2M
|
-199,800
|
-39%
|
|
|
117
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$17.6M
|
-$1.54M
|
-25,365
|
-8%
|
|
|
118
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.5M
|
+$323K
|
+5,306
|
+2%
|
|
|
119
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$17.2M
|
–
|
–
|
–
|
|
|
120
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$16.7M
|
+$4.51M
|
+74,186
|
+37%
|
|
|
121
|
City of London Investment Management
London,
United Kingdom
|
$16.3M
|
-$3.92M
|
-64,514
|
-19%
|
|
|
122
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$16.2M
|
-$402K
|
-6,601
|
-2%
|
|
|
123
|
Firestone Capital Management
Coral Gables,
Florida
|
$16.1M
|
+$1.45M
|
+23,792
|
+10%
|
|
|
124
|
Elm Advisors
Burlingame,
California
|
$16.1M
|
-$321K
|
-5,274
|
-2%
|
|
|
125
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$15.9M
|
+$2.6M
|
+42,768
|
+19%
|
|
