|
1001
|
Perigon Wealth Management
San Francisco,
California
|
$2.08M
|
+$104K
|
+1,670
|
+5%
|
|
|
1002
|
Lido Advisors
Los Angeles,
California
|
$2.08M
|
-$269K
|
-4,327
|
-12%
|
|
|
1003
|
Capital Bank & Trust
Irvine,
California
|
$2.07M
|
+$11.1K
|
+178
|
+0.5%
|
|
|
1004
|
Karpas Strategies
Litchfield,
Connecticut
|
$2.07M
|
–
|
–
|
–
|
|
|
1005
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.07M
|
–
|
–
|
–
|
|
|
1006
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.07M
|
-$352K
|
-5,664
|
-15%
|
|
|
1007
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$2.06M
|
+$88.1K
|
+1,416
|
+5%
|
|
|
1008
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.06M
|
–
|
–
|
–
|
|
|
1009
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.06M
|
+$147K
|
+2,366
|
+8%
|
|
|
1010
|
Hilltop Holdings
Dallas,
Texas
|
$2.06M
|
+$795K
|
+12,782
|
+64%
|
|
|
1011
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.05M
|
+$57.9K
|
+931
|
+3%
|
|
|
1012
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.05M
|
+$695K
|
+11,172
|
+53%
|
|
|
1013
|
BBVA USA Bancshares
Houston,
Texas
|
$2.04M
|
-$115K
|
-1,847
|
-5%
|
|
|
1014
|
Origin Asset Management
London,
United Kingdom
|
$2.04M
|
-$56K
|
-900
|
-3%
|
|
|
1015
|
Fred Alger Management
New York
|
$2.03M
|
-$1.3M
|
-20,924
|
-39%
|
|
|
1016
|
Leelyn Smith
Geneva,
Illinois
|
$2.03M
|
+$54.6K
|
+878
|
+3%
|
|
|
1017
|
Bluefin Capital Management
New York
|
$2.02M
|
-$2.36M
|
-37,995
|
-54%
|
|
|
1018
|
Intellectus Partners
San Francisco,
California
|
$2.01M
|
+$46.3K
|
+744
|
+2%
|
|
|
1019
|
Canton Hathaway
Providence,
Rhode Island
|
$2.01M
|
+$410K
|
+6,582
|
+26%
|
|
|
1020
|
ExodusPoint Capital Management
New York
|
$2.01M
|
-$2.35M
|
-37,719
|
-54%
|
|
|
1021
|
44 Wealth Management
Eugene,
Oregon
|
$2M
|
+$18.6K
|
+299
|
+1%
|
|
|
1022
|
Independent Investors Inc
Nesconset,
New York
|
$2M
|
+$6.22K
|
+100
|
+0.3%
|
|
|
1023
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$2M
|
+$73.7K
|
+1,185
|
+4%
|
|
|
1024
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2M
|
-$119K
|
-1,910
|
-6%
|
|
|
1025
|
Auxier Asset Management
Aurora,
Oregon
|
$2M
|
-$25K
|
-402
|
-1%
|
|
