|
126
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$14.7M
|
+$198K
|
+1,811
|
+1%
|
|
|
127
|
Fidelity Investments
Boston,
Massachusetts
|
$14.4M
|
+$1.07M
|
+9,833
|
+8%
|
|
|
128
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$14M
|
+$806K
|
+7,383
|
+6%
|
|
|
129
|
New York Life Investment Management
New York
|
$13.6M
|
-$338K
|
-3,100
|
-2%
|
|
|
130
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$13.6M
|
+$5.46K
|
+50
|
+0%
|
|
|
131
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.5M
|
+$39.8K
|
+365
|
+0.3%
|
|
|
132
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$13.1M
|
-$16.5M
|
-150,978
|
-55%
|
|
|
133
|
KCM Investment Advisors
Greenbrae,
California
|
$13M
|
-$19.4K
|
-178
|
-0.1%
|
|
|
134
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.9M
|
+$1.23M
|
+11,289
|
+10%
|
|
|
135
|
Highmount Capital
New York
|
$12.7M
|
+$240K
|
+2,200
|
+2%
|
|
|
136
|
Evanson Asset Management
Carmel,
California
|
$12.4M
|
-$1.8M
|
-16,513
|
-12%
|
|
|
137
|
BOK Financial
Tulsa,
Oklahoma
|
$12.3M
|
+$474K
|
+4,340
|
+4%
|
|
|
138
|
North Star Asset Management
Neenah,
Wisconsin
|
$12.1M
|
-$130K
|
-1,195
|
-1%
|
|
|
139
|
Jackson Wealth Management
Lake Mary,
Florida
|
$12.1M
|
+$929K
|
+8,510
|
+8%
|
|
|
140
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12M
|
+$12.2M
|
+111,948
|
New
|
|
|
141
|
Elm Advisors
Burlingame,
California
|
$11.9M
|
+$42K
|
+385
|
+0.3%
|
|
|
142
|
Energy Opportunities Capital Management
Austin,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
143
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.7M
|
-$421K
|
-3,857
|
-3%
|
|
|
144
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$11.5M
|
-$118K
|
-1,082
|
-1%
|
|
|
145
|
Portland Global Advisors
Portland,
Maine
|
$11.3M
|
+$12.5K
|
+115
|
+0.1%
|
|
|
146
|
Verus Financial Partners
Richmond,
Virginia
|
$11.3M
|
-$250K
|
-2,291
|
-2%
|
|
|
147
|
Rezny Wealth Management
Fort Myers,
Florida
|
$10.7M
|
-$331K
|
-3,037
|
-3%
|
|
|
148
|
LVW Advisors
Pittsford,
New York
|
$10.6M
|
+$10.8M
|
+99,420
|
New
|
|
|
149
|
WBH Advisory
Baltimore,
Maryland
|
$10.5M
|
+$578K
|
+5,300
|
+6%
|
|
|
150
|
SCS Capital Management
Boston,
Massachusetts
|
$10.4M
|
+$1.15M
|
+10,520
|
+12%
|
|
