|
1101
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$16.8M
|
+$634K
|
+4,000
|
+4%
|
|
|
1102
|
First Horizon Corporation
Memphis,
Tennessee
|
$16.8M
|
+$552K
|
+3,480
|
+3%
|
|
|
1103
|
Oxbow Advisors
Austin,
Texas
|
$16.8M
|
+$2.72M
|
+17,160
|
+19%
|
|
|
1104
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$16.8M
|
+$3.65M
|
+23,020
|
+27%
|
|
|
1105
|
|
$16.7M
|
–
|
–
|
–
|
|
|
1106
|
Avalon Global Asset Management
San Francisco,
California
|
$16.7M
|
–
|
–
|
–
|
|
|
1107
|
Capital International Sarl
Los Angeles,
California
|
$16.7M
|
+$203K
|
+1,280
|
+1%
|
|
|
1108
|
Xcel Wealth Management
Holly Hill,
Florida
|
$16.7M
|
+$2.04M
|
+12,840
|
+14%
|
|
|
1109
|
Oxler Private Wealth
Rye Brook,
New York
|
$16.6M
|
+$178K
|
+1,120
|
+1%
|
|
|
1110
|
Fiduciary Group
Savannah,
Georgia
|
$16.6M
|
+$1.35M
|
+8,500
|
+10%
|
|
|
1111
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$16.6M
|
-$22.2K
|
-140
|
-0.1%
|
|
|
1112
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$16.6M
|
+$466K
|
+2,940
|
+3%
|
|
|
1113
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16.5M
|
+$786K
|
+4,960
|
+5%
|
|
|
1114
|
Essex Financial Services
Essex,
Connecticut
|
$16.5M
|
+$257K
|
+1,620
|
+2%
|
|
|
1115
|
Titan Global Capital Management USA
New York
|
$16.5M
|
+$4.57M
|
+28,820
|
+37%
|
|
|
1116
|
Slow Capital
Greenbrae,
California
|
$16.4M
|
+$488K
|
+3,080
|
+3%
|
|
|
1117
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$16.4M
|
+$374K
|
+2,360
|
+2%
|
|
|
1118
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$16.3M
|
-$82.4K
|
-520
|
-0.5%
|
|
|
1119
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$16.3M
|
+$3.46M
|
+21,820
|
+26%
|
|
|
1120
|
Evoke Wealth
Los Angeles,
California
|
$16.3M
|
+$11.8M
|
+74,640
|
+244%
|
|
|
1121
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$16.2M
|
+$143K
|
+900
|
+0.9%
|
|
|
1122
|
Arrow Financial
Glens Falls,
New York
|
$16.2M
|
-$231K
|
-1,460
|
-1%
|
|
|
1123
|
D.J. St. Germain
Springfield,
Massachusetts
|
$16.2M
|
-$25.4K
|
-160
|
-0.2%
|
|
|
1124
|
J.W. Burns & Co
Dewitt,
New York
|
$16.1M
|
+$361K
|
+2,280
|
+2%
|
|
|
1125
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$16.1M
|
+$6.45M
|
+40,700
|
+64%
|
|
