|
126
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$14M
|
+$1.06M
|
+9,920
|
+8%
|
|
|
127
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$13.6M
|
-$6.16M
|
-57,668
|
-31%
|
|
|
128
|
Fidelity Investments
Boston,
Massachusetts
|
$13.6M
|
+$173K
|
+1,621
|
+1%
|
|
|
129
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.5M
|
+$2.64M
|
+24,693
|
+24%
|
|
|
130
|
Credit Suisse
Zurich,
Switzerland
|
$13.5M
|
+$2.75M
|
+25,789
|
+26%
|
|
|
131
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$13.2M
|
-$694K
|
-6,498
|
-5%
|
|
|
132
|
KCM Investment Advisors
Greenbrae,
California
|
$13.1M
|
+$194K
|
+1,812
|
+2%
|
|
|
133
|
Highmount Capital
New York
|
$12.5M
|
+$697K
|
+6,527
|
+6%
|
|
|
134
|
North Star Asset Management
Neenah,
Wisconsin
|
$12.3M
|
+$173K
|
+1,624
|
+1%
|
|
|
135
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.2M
|
+$139K
|
+1,303
|
+1%
|
|
|
136
|
Elm Advisors
Burlingame,
California
|
$11.9M
|
-$137K
|
-1,285
|
-1%
|
|
|
137
|
BOK Financial
Tulsa,
Oklahoma
|
$11.9M
|
+$833K
|
+7,800
|
+8%
|
|
|
138
|
Energy Opportunities Capital Management
Austin,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
139
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.7M
|
-$1.41M
|
-13,242
|
-11%
|
|
|
140
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$11.6M
|
+$3.41M
|
+31,906
|
+42%
|
|
|
141
|
Verus Financial Partners
Richmond,
Virginia
|
$11.5M
|
-$511K
|
-4,780
|
-4%
|
|
|
142
|
Stifel Financial
St. Louis,
Missouri
|
$11.4M
|
+$2.8M
|
+26,230
|
+33%
|
|
|
143
|
Portland Global Advisors
Portland,
Maine
|
$11.3M
|
-$622K
|
-5,820
|
-5%
|
|
|
144
|
|
$11.2M
|
-$4.77M
|
-44,649
|
-30%
|
|
|
145
|
Jackson Wealth Management
Lake Mary,
Florida
|
$11.2M
|
+$799K
|
+7,484
|
+8%
|
|
|
146
|
Rezny Wealth Management
Fort Myers,
Florida
|
$11.1M
|
+$11M
|
+103,433
|
New
|
|
|
147
|
FAS Wealth Partners
Leawood,
Kansas
|
$11M
|
-$343K
|
-3,208
|
-3%
|
|
|
148
|
SII Investments
Appleton,
Wisconsin
|
$10.9M
|
-$1.9M
|
-17,819
|
-15%
|
|
|
149
|
William Blair & Company
Chicago,
Illinois
|
$10.6M
|
+$285K
|
+2,672
|
+3%
|
|
|
150
|
Cobblestone Capital Advisors
Rochester,
New York
|
$10.4M
|
+$1.84M
|
+17,213
|
+22%
|
|
