|
76
|
Whalerock Point Partners
Providence,
Rhode Island
|
$3.19M
|
+$2.97M
|
+2,667
|
New
|
|
|
77
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$3.14M
|
–
|
–
|
–
|
|
|
78
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.1M
|
+$8.91K
|
+8
|
+0.3%
|
|
|
79
|
Calamos Advisors
Naperville,
Illinois
|
$3.08M
|
-$6.23M
|
-5,588
|
-68%
|
|
|
80
|
Summitry LLC
Foster City,
California
|
$2.81M
|
-$26.7K
|
-24
|
-1%
|
|
|
81
|
Corient Private Wealth
Miami,
Florida
|
$2.43M
|
-$56.8K
|
-51
|
-2%
|
|
|
82
|
First Foundation Advisors
Irvine,
California
|
$2.42M
|
-$557K
|
-500
|
-20%
|
|
|
83
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.38M
|
+$22.3K
|
+20
|
+1%
|
|
|
84
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
-$450K
|
-404
|
-17%
|
|
|
85
|
American Century Companies
Kansas City,
Missouri
|
$2.13M
|
+$742K
|
+666
|
+60%
|
|
|
86
|
CSM Advisors
Warrendale,
Pennsylvania
|
$2.09M
|
–
|
–
|
–
|
|
|
87
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.05M
|
+$753K
|
+676
|
+65%
|
|
|
88
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.01M
|
+$165K
|
+148
|
+10%
|
|
|
89
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$1.92M
|
-$407K
|
-365
|
-19%
|
|
|
90
|
Bowie Capital Management
Richardson,
Texas
|
$1.91M
|
–
|
–
|
–
|
|
|
91
|
Schnieders Capital Management
Pasadena,
California
|
$1.78M
|
-$145K
|
-130
|
-8%
|
|
|
92
|
Everett Harris & Co
Los Angeles,
California
|
$1.72M
|
-$300K
|
-269
|
-16%
|
|
|
93
|
Graypoint LLC
Albany,
New York
|
$1.7M
|
-$1.23M
|
-1,100
|
-44%
|
|
|
94
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.62M
|
-$26.7K
|
-24
|
-2%
|
|
|
95
|
Magnus Financial Group
New York
|
$1.49M
|
+$1.39M
|
+1,249
|
New
|
|
|
96
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.49M
|
-$253K
|
-227
|
-15%
|
|
|
97
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.49M
|
+$22.3K
|
+20
|
+2%
|
|
|
98
|
SEI Investments
Oaks,
Pennsylvania
|
$1.41M
|
-$275K
|
-247
|
-17%
|
|
|
99
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.4M
|
+$1.3M
|
+1,169
|
New
|
|
|
100
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$1.39M
|
+$29K
|
+26
|
+2%
|
|
