|
126
|
American Money Management
Rancho Santa Fe,
California
|
$16.2M
|
+$753K
|
+13,060
|
+5%
|
|
|
127
|
Courier Capital
Buffalo,
New York
|
$16.1M
|
-$2.79M
|
-48,358
|
-15%
|
|
|
128
|
D.J. St. Germain
Springfield,
Massachusetts
|
$16M
|
-$2.41M
|
-41,861
|
-13%
|
|
|
129
|
Sterling Investment Management
Tucson,
Arizona
|
$16M
|
-$1.69M
|
-29,356
|
-10%
|
|
|
130
|
Allen Investment Management
New York
|
$15.9M
|
–
|
–
|
–
|
|
|
131
|
Montag & Associates
Atlanta,
Georgia
|
$15.6M
|
-$1.16M
|
-20,128
|
-7%
|
|
|
132
|
Sand Hill Global Advisors
Palo Alto,
California
|
$15M
|
-$3.53M
|
-61,217
|
-19%
|
|
|
133
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14.8M
|
+$510K
|
+8,841
|
+4%
|
|
|
134
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.8M
|
+$72K
|
+1,249
|
+0.5%
|
|
|
135
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$14.7M
|
+$729K
|
+12,651
|
+5%
|
|
|
136
|
Regions Financial Corp
Birmingham,
Alabama
|
$14.6M
|
+$1.36M
|
+23,613
|
+10%
|
|
|
137
|
Corient Private Wealth
Miami,
Florida
|
$14.4M
|
+$6.55M
|
+113,659
|
+84%
|
|
|
138
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$14.3M
|
+$338K
|
+5,868
|
+2%
|
|
|
139
|
WBH Advisory
Baltimore,
Maryland
|
$14.3M
|
+$2.82M
|
+48,845
|
+25%
|
|
|
140
|
Facet Wealth Inc
Baltimore,
Maryland
|
$14.2M
|
+$5.89M
|
+102,215
|
+71%
|
|
|
141
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$14M
|
+$2.72M
|
+47,152
|
+24%
|
|
|
142
|
Shah Capital Management
Raleigh,
North Carolina
|
$13.9M
|
+$2.02M
|
+35,000
|
+17%
|
|
|
143
|
Park Avenue Securities
New York
|
$13.8M
|
+$1.71M
|
+29,680
|
+14%
|
|
|
144
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$13.6M
|
+$733K
|
+12,713
|
+6%
|
|
|
145
|
EPG Wealth Management
Atlanta,
Georgia
|
$13.6M
|
-$134K
|
-2,321
|
-1%
|
|
|
146
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$13.1M
|
-$361K
|
-6,270
|
-3%
|
|
|
147
|
Horizon Kinetics Asset Management
New York
|
$12.8M
|
+$15.4K
|
+267
|
+0.1%
|
|
|
148
|
Inspire Advisors
Meridian,
Idaho
|
$12.4M
|
+$5.85M
|
+101,555
|
+90%
|
|
|
149
|
|
$12.4M
|
+$12M
|
+207,520
|
+2,920%
|
|
|
150
|
Northwest Wealth Management
Spencer,
Iowa
|
$12.4M
|
+$1.94M
|
+33,702
|
+19%
|
|
