|
251
|
Caption Management
Oklahoma City,
Oklahoma
|
$1.38M
|
+$1.39M
|
+74,700
|
New
|
|
|
252
|
Naples Global Advisors
Naples,
Florida
|
$1.36M
|
-$43.9K
|
-2,350
|
-3%
|
|
|
253
|
Western Wealth Management
Golden,
Colorado
|
$1.36M
|
-$63.1K
|
-3,382
|
-4%
|
|
|
254
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.32M
|
+$163K
|
+8,708
|
+14%
|
|
|
255
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$1.32M
|
+$64.9K
|
+3,475
|
+5%
|
|
|
256
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.3M
|
–
|
–
|
–
|
|
|
257
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.28M
|
+$253K
|
+13,563
|
+24%
|
|
|
258
|
|
$1.27M
|
+$1.28M
|
+68,813
|
New
|
|
|
259
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
-$454K
|
-24,320
|
-26%
|
|
|
260
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.27M
|
-$124K
|
-6,641
|
-9%
|
|
|
261
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.26M
|
+$44.6K
|
+2,388
|
+4%
|
|
|
262
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.25M
|
-$11.2K
|
-598
|
-0.9%
|
|
|
263
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.23M
|
–
|
–
|
–
|
|
|
264
|
HSBC Holdings
London,
United Kingdom
|
$1.22M
|
–
|
–
|
–
|
|
|
265
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.22M
|
+$86.2K
|
+4,620
|
+8%
|
|
|
266
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.22M
|
-$33.6K
|
-1,800
|
-3%
|
|
|
267
|
Wealthfront Advisers
Palo Alto,
California
|
$1.17M
|
-$58.5K
|
-3,136
|
-5%
|
|
|
268
|
VPR Management
Houston,
Texas
|
$1.17M
|
+$11.9K
|
+636
|
+1%
|
|
|
269
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.16M
|
+$1.17M
|
+62,740
|
New
|
|
|
270
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.16M
|
–
|
–
|
–
|
|
|
271
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$1.16M
|
-$16.7K
|
-895
|
-1%
|
|
|
272
|
Engineers Gate Manager
New York
|
$1.15M
|
-$409K
|
-21,884
|
-26%
|
|
|
273
|
Commerce Bank
Kansas City,
Missouri
|
$1.14M
|
+$146K
|
+7,819
|
+14%
|
|
|
274
|
AlphaCore Capital
La Jolla,
California
|
$1.14M
|
+$81.8K
|
+4,384
|
+8%
|
|
|
275
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.12M
|
+$131K
|
+7,004
|
+13%
|
|
