|
201
|
North Star Asset Management
Neenah,
Wisconsin
|
$13.9M
|
-$366K
|
-2,733
|
-3%
|
|
|
202
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$13.8M
|
+$348K
|
+2,602
|
+3%
|
|
|
203
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$13.8M
|
-$497K
|
-3,714
|
-4%
|
|
|
204
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.7M
|
-$443K
|
-3,314
|
-3%
|
|
|
205
|
Cobblestone Capital Advisors
Rochester,
New York
|
$13.6M
|
+$877K
|
+6,555
|
+7%
|
|
|
206
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.6M
|
-$128K
|
-955
|
-1%
|
|
|
207
|
Rezny Wealth Management
Fort Myers,
Florida
|
$13.5M
|
+$349K
|
+2,608
|
+3%
|
|
|
208
|
Pacific Center for Financial Services
San Ramon,
California
|
$13.5M
|
+$295K
|
+2,203
|
+2%
|
|
|
209
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$13.2M
|
-$564K
|
-4,214
|
-4%
|
|
|
210
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$13.1M
|
+$12.8M
|
+95,737
|
New
|
|
|
211
|
KeyBank National Association
Cleveland,
Ohio
|
$13.1M
|
-$2.26M
|
-16,902
|
-15%
|
|
|
212
|
Focused Wealth Management
Newburgh,
New York
|
$13.1M
|
-$619K
|
-4,629
|
-5%
|
|
|
213
|
Columbus Macro
New Castle,
Pennsylvania
|
$12.9M
|
+$12.6M
|
+94,332
|
New
|
|
|
214
|
Parallel Advisors
San Francisco,
California
|
$12.9M
|
+$129K
|
+962
|
+1%
|
|
|
215
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$12.8M
|
-$593K
|
-4,433
|
-5%
|
|
|
216
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.7M
|
+$489K
|
+3,651
|
+4%
|
|
|
217
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$12.5M
|
-$48.3K
|
-361
|
-0.4%
|
|
|
218
|
Portland Global Advisors
Portland,
Maine
|
$12.4M
|
-$352K
|
-2,628
|
-3%
|
|
|
219
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$12.4M
|
-$73.5K
|
-549
|
-0.6%
|
|
|
220
|
EFG Asset Management (Americas)
Miami,
Florida
|
$12.4M
|
-$5.42M
|
-40,529
|
-31%
|
|
|
221
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$12.2M
|
+$612K
|
+4,573
|
+6%
|
|
|
222
|
HSBC Holdings
London,
United Kingdom
|
$11.9M
|
-$673K
|
-5,030
|
-5%
|
|
|
223
|
Telos Capital Management
San Diego,
California
|
$11.8M
|
+$945K
|
+7,062
|
+9%
|
|
|
224
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.8M
|
+$2.94M
|
+21,993
|
+34%
|
|
|
225
|
State Street
Boston,
Massachusetts
|
$11.6M
|
-$995K
|
-7,436
|
-8%
|
|
