|
201
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$12.8M
|
-$287K
|
-2,019
|
-2%
|
|
|
202
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$12.7M
|
+$981K
|
+6,893
|
+9%
|
|
|
203
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.7M
|
-$1.19M
|
-8,372
|
-9%
|
|
|
204
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$12.6M
|
-$474K
|
-3,333
|
-4%
|
|
|
205
|
Karp Capital Management
Sausalito,
California
|
$12.6M
|
+$1.01M
|
+7,083
|
+9%
|
|
|
206
|
Eaton Vance Management
Boston,
Massachusetts
|
$12.6M
|
-$3.75M
|
-26,364
|
-24%
|
|
|
207
|
Scotia Capital
Toronto,
Ontario, Canada
|
$12.6M
|
-$222K
|
-1,559
|
-2%
|
|
|
208
|
Johanson Financial Advisors
Campbell,
California
|
$12.5M
|
+$220K
|
+1,546
|
+2%
|
|
|
209
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$12.5M
|
+$478K
|
+3,363
|
+4%
|
|
|
210
|
Northern Trust
Chicago,
Illinois
|
$12.3M
|
-$971K
|
-6,825
|
-8%
|
|
|
211
|
Hamilton Wealth
Encino,
California
|
$12.3M
|
+$29.3K
|
+206
|
+0.2%
|
|
|
212
|
Allred Capital Management
Dallas,
Texas
|
$12.3M
|
+$199K
|
+1,400
|
+2%
|
|
|
213
|
Cozad Asset Management
Champaign,
Illinois
|
$12.2M
|
+$239K
|
+1,677
|
+2%
|
|
|
214
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12.2M
|
+$774K
|
+5,438
|
+7%
|
|
|
215
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$12.1M
|
-$1.29M
|
-9,063
|
-10%
|
|
|
216
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$12.1M
|
-$550K
|
-3,864
|
-4%
|
|
|
217
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$12.1M
|
+$2.9M
|
+20,392
|
+33%
|
|
|
218
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$12.1M
|
+$8.23M
|
+57,866
|
+237%
|
|
|
219
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.1M
|
+$1.21M
|
+8,475
|
+12%
|
|
|
220
|
Whittier Trust
South Pasadena,
California
|
$11.7M
|
-$46.1K
|
-324
|
-0.4%
|
|
|
221
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.7M
|
+$2.49M
|
+17,492
|
+28%
|
|
|
222
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11.7M
|
+$96K
|
+675
|
+0.9%
|
|
|
223
|
Rovin Capital
Mesa,
Arizona
|
$11.6M
|
-$17.6M
|
-123,763
|
-61%
|
|
|
224
|
MJP Associates
Farmington,
Connecticut
|
$11.4M
|
-$11.9M
|
-83,831
|
-52%
|
|
|
225
|
Ashfield Capital Partners
San Francisco,
California
|
$11.4M
|
-$71.1K
|
-500
|
-0.6%
|
|
