|
126
|
DecisionPoint Financial
Mesa,
Arizona
|
$16.2M
|
+$1.12M
|
+13,532
|
+8%
|
|
|
127
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16.1M
|
+$746K
|
+9,030
|
+5%
|
|
|
128
|
Blue Trust Inc
Alpharetta,
Georgia
|
$15.9M
|
-$304K
|
-3,678
|
-2%
|
|
|
129
|
PGIM Custom Harvest
Newark,
New Jersey
|
$15.8M
|
-$564K
|
-6,824
|
-3%
|
|
|
130
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$15.6M
|
+$2.27M
|
+27,510
|
+17%
|
|
|
131
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$15.6M
|
-$1.44M
|
-17,378
|
-9%
|
|
|
132
|
Alpha Capital Management
Austin,
Texas
|
$15.5M
|
+$370K
|
+4,478
|
+2%
|
|
|
133
|
Wealthspire Advisors (New York)
New York
|
$15.2M
|
-$593K
|
-7,186
|
-4%
|
|
|
134
|
Commerce Bank
Kansas City,
Missouri
|
$15.2M
|
-$344K
|
-4,165
|
-2%
|
|
|
135
|
William Blair & Company
Chicago,
Illinois
|
$15.1M
|
+$228K
|
+2,758
|
+2%
|
|
|
136
|
Austin Asset Management
Austin,
Texas
|
$15M
|
+$1.65M
|
+19,979
|
+13%
|
|
|
137
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$14.9M
|
+$42.4K
|
+513
|
+0.3%
|
|
|
138
|
Avion Wealth
The Woodlands,
Texas
|
$14.9M
|
+$692K
|
+8,385
|
+5%
|
|
|
139
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.8M
|
-$5.4M
|
-65,378
|
-27%
|
|
|
140
|
L.J. Altfest & Co
New York
|
$14.8M
|
+$212K
|
+2,571
|
+1%
|
|
|
141
|
AWM Capital
Phoenix,
Arizona
|
$14.8M
|
+$1.26M
|
+15,244
|
+9%
|
|
|
142
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.6M
|
+$180K
|
+2,181
|
+1%
|
|
|
143
|
Tectonic Advisors
Frisco,
Texas
|
$14.5M
|
+$678K
|
+8,211
|
+5%
|
|
|
144
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$14.3M
|
+$838K
|
+10,145
|
+6%
|
|
|
145
|
Pacific Center for Financial Services
San Ramon,
California
|
$14.2M
|
+$119K
|
+1,436
|
+0.9%
|
|
|
146
|
Neuberger Berman Group
New York
|
$14M
|
-$729K
|
-8,823
|
-5%
|
|
|
147
|
Global Endowment Management
Charlotte,
North Carolina
|
$13.8M
|
–
|
–
|
–
|
|
|
148
|
|
$13.6M
|
+$13.4M
|
+162,549
|
New
|
|
|
149
|
Capital Fund Management (CFM)
Paris,
France
|
$13.6M
|
-$8.8M
|
-106,600
|
-40%
|
|
|
150
|
Firestone Capital Management
Coral Gables,
Florida
|
$13.5M
|
+$351K
|
+4,255
|
+3%
|
|
