|
676
|
Capital Group Private Client Services
Los Angeles,
California
|
$11M
|
-$7.82M
|
-16,152
|
-45%
|
|
|
677
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$11M
|
+$9.56M
|
+19,740
|
New
|
|
|
678
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$11M
|
+$460K
|
+951
|
+5%
|
|
|
679
|
Lyell Wealth Management
Menlo Park,
California
|
$11M
|
-$760K
|
-1,570
|
-7%
|
|
|
680
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$10.8M
|
+$41.6K
|
+86
|
+0.4%
|
|
|
681
|
Sonora Investment Management Group
Tucson,
Arizona
|
$10.7M
|
–
|
–
|
–
|
|
|
682
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.7M
|
+$967K
|
+1,996
|
+12%
|
|
|
683
|
Sand Hill Global Advisors
Palo Alto,
California
|
$10.6M
|
+$120K
|
+248
|
+1%
|
|
|
684
|
Harvest Fund Management
Beijing,
China
|
$10.6M
|
+$799K
|
+1,650
|
+9%
|
|
|
685
|
BTC Capital Management
Des Moines,
Iowa
|
$10.6M
|
+$261K
|
+540
|
+3%
|
|
|
686
|
Capitolis Liquid Global Markets
New York
|
$10.6M
|
-$15.9M
|
-32,900
|
-63%
|
|
|
687
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$10.5M
|
+$1.71M
|
+3,540
|
+23%
|
|
|
688
|
Institute for Wealth Management
Denver,
Colorado
|
$10.4M
|
+$74.1K
|
+153
|
+0.8%
|
|
|
689
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$10.4M
|
-$208K
|
-430
|
-2%
|
|
|
690
|
Eagle Global Advisors
Houston,
Texas
|
$10.4M
|
-$286K
|
-591
|
-3%
|
|
|
691
|
Vinva Investment Management
Sydney,
Australia
|
$10.4M
|
+$1.11M
|
+2,295
|
+14%
|
|
|
692
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$10.3M
|
+$1.21M
|
+2,497
|
+16%
|
|
|
693
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$10.3M
|
-$18M
|
-37,159
|
-67%
|
|
|
694
|
Wedbush Securities
Los Angeles,
California
|
$10.3M
|
-$2.9K
|
-6
|
-0%
|
|
|
695
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.3M
|
+$669K
|
+1,381
|
+8%
|
|
|
696
|
Boston Financial Management
Boston,
Massachusetts
|
$10.3M
|
+$57.1K
|
+118
|
+0.6%
|
|
|
697
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.2M
|
+$1.29M
|
+2,670
|
+17%
|
|
|
698
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$10.1M
|
-$1.46M
|
-3,016
|
-14%
|
|
|
699
|
Ritholtz Wealth Management
New York
|
$10.1M
|
-$118K
|
-244
|
-1%
|
|
|
700
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$10.1M
|
+$295K
|
+610
|
+3%
|
|
