|
1001
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$70M
|
+$2.05M
|
2
|
3.96%
|
Increased
|
|
|
1002
|
Aureus Asset Management
Boston,
Massachusetts
|
$69.9M
|
+$759K
|
1
|
4.25%
|
Increased
|
|
|
1003
|
RFG Advisory
Birmingham,
Alabama
|
$69.9M
|
+$10.1M
|
1
|
1.09%
|
Increased
|
|
|
1004
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$69.8M
|
-$795K
|
2
|
2.4%
|
Reduced
|
|
|
1005
|
Cache Advisors
San Francisco,
California
|
$69.7M
|
+$2.03M
|
1
|
5.91%
|
Increased
|
|
|
1006
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$69.6M
|
-$692K
|
1
|
4.92%
|
Reduced
|
|
|
1007
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$69.6M
|
-$12.9M
|
1
|
6.46%
|
Reduced
|
|
|
1008
|
|
$69.4M
|
+$701K
|
1
|
33.62%
|
Increased
|
|
|
1009
|
Osterweis Capital Management
San Francisco,
California
|
$69.4M
|
+$55.6M
|
1
|
3.27%
|
Increased
|
|
|
1010
|
North Star Investment Management
Chicago,
Illinois
|
$69.3M
|
+$1.25M
|
5
|
3.77%
|
Increased
|
|
|
1011
|
Osborne Partners Capital Management
San Francisco,
California
|
$69.3M
|
-$12.5M
|
1
|
3.85%
|
Reduced
|
|
|
1012
|
Segment Wealth Management
Houston,
Texas
|
$69.2M
|
+$496K
|
2
|
3.59%
|
Increased
|
|
|
1013
|
Clare Market Investments
Dallas,
Texas
|
$69.2M
|
+$100K
|
1
|
12.63%
|
Increased
|
|
|
1014
|
Apriem Advisors
Irvine,
California
|
$69M
|
+$1.18M
|
1
|
5.97%
|
Increased
|
|
|
1015
|
Integrated Advisors Network
Dallas,
Texas
|
$68.9M
|
+$11.4M
|
1
|
3.17%
|
Increased
|
|
|
1016
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$68.9M
|
+$3.35M
|
1
|
3.21%
|
Increased
|
|
|
1017
|
Martingale Asset Management
Boston,
Massachusetts
|
$68.6M
|
+$2.24M
|
3
|
1.62%
|
Increased
|
|
|
1018
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$68.5M
|
-$752K
|
1
|
2.56%
|
Reduced
|
|
|
1019
|
Nilsine Partners
Greenwood Village,
Colorado
|
$68.4M
|
+$2.88M
|
2
|
4.73%
|
Increased
|
|
|
1020
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$68.2M
|
-$519K
|
1
|
6.95%
|
Reduced
|
|
|
1021
|
Fideuram Asset Management (Ireland)
Dublin 1,
|
$68.1M
|
+$58.1M
|
3
|
1.29%
|
Increased
|
|
|
1022
|
Jacobs & Co
San Francisco,
California
|
$67.7M
|
-$1.76M
|
1
|
5.81%
|
Reduced
|
|
|
1023
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$67.6M
|
-$3.19M
|
1
|
3.77%
|
Reduced
|
|
|
1024
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$67.5M
|
+$2.16M
|
1
|
3.18%
|
Increased
|
|
|
1025
|
Integrity Alliance
Urbandale,
Iowa
|
$67.4M
|
+$1.63M
|
2
|
2.11%
|
Increased
|
|
