|
1001
|
|
$1.87M
|
-$484K
|
-1,837
|
-23%
|
|
|
1002
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.86M
|
-$22.7K
|
-86
|
-1%
|
|
|
1003
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.86M
|
-$522K
|
-1,983
|
-24%
|
|
|
1004
|
ING Group
Amsterdam,
Netherlands
|
$1.86M
|
+$386K
|
+1,464
|
+30%
|
|
|
1005
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.84M
|
+$147K
|
+559
|
+10%
|
|
|
1006
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.83M
|
+$693K
|
+2,629
|
+73%
|
|
|
1007
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.82M
|
-$168K
|
-639
|
-9%
|
|
|
1008
|
Lumina Fund Management
New York
|
$1.82M
|
–
|
–
|
–
|
|
|
1009
|
Grace Capital
Quincy,
Massachusetts
|
$1.82M
|
-$448K
|
-1,700
|
-22%
|
|
|
1010
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.82M
|
+$124K
|
+470
|
+8%
|
|
|
1011
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$1.81M
|
+$1.07M
|
+4,066
|
+196%
|
|
|
1012
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.8M
|
-$663K
|
-2,517
|
-29%
|
|
|
1013
|
Focused Wealth Management
Newburgh,
New York
|
$1.78M
|
-$42.9K
|
-163
|
-3%
|
|
|
1014
|
Lido Advisors
Los Angeles,
California
|
$1.78M
|
+$336K
|
+1,277
|
+27%
|
|
|
1015
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.77M
|
+$94.8K
|
+360
|
+6%
|
|
|
1016
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.77M
|
-$31.6K
|
-120
|
-2%
|
|
|
1017
|
IEQ Capital
Foster City,
California
|
$1.75M
|
+$239K
|
+907
|
+18%
|
|
|
1018
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.74M
|
+$1.55M
|
+5,901
|
New
|
|
|
1019
|
Moors & Cabot
Boston,
Massachusetts
|
$1.73M
|
+$8.17K
|
+31
|
+0.5%
|
|
|
1020
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$1.73M
|
-$5.72M
|
-21,723
|
-31%
|
|
|
1021
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.73M
|
+$53.7K
|
+204
|
+4%
|
|
|
1022
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.72M
|
-$55.3K
|
-210
|
-3%
|
|
|
1023
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.71M
|
+$26.3K
|
+100
|
+2%
|
|
|
1024
|
Private Trust Company
Cleveland,
Ohio
|
$1.71M
|
-$68.5K
|
-260
|
-4%
|
|
|
1025
|
|
$1.71M
|
+$424K
|
+1,608
|
+38%
|
|
