|
401
|
Klingenstein Fields & Co
New York
|
$7.19M
|
–
|
–
|
–
|
|
|
402
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$7.19M
|
–
|
–
|
–
|
|
|
403
|
Napatree Capital
Westerly,
Rhode Island
|
$7.19M
|
–
|
–
|
–
|
|
|
404
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$7.19M
|
–
|
–
|
–
|
|
|
405
|
Weil Company
San Diego,
California
|
$7.19M
|
–
|
–
|
–
|
|
|
406
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.19M
|
+$729K
|
+1
|
+13%
|
|
|
407
|
Insigneo Advisory Services
Miami,
Florida
|
$7.19M
|
+$2.19M
|
+3
|
+50%
|
|
|
408
|
Continuum Advisory
Eagle,
Idaho
|
$7.19M
|
+$5.83M
|
+8
|
+800%
|
|
|
409
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$7.19M
|
+$6.56M
|
+9
|
New
|
|
|
410
|
Channel Wealth
Santa Barbara,
California
|
$7.19M
|
+$6.56M
|
+9
|
New
|
|
|
411
|
Clune & Associates
Chicago,
Illinois
|
$7.19M
|
+$6.56M
|
+9
|
New
|
|
|
412
|
SCS Capital Management
Boston,
Massachusetts
|
$7.19M
|
+$6.56M
|
+9
|
New
|
|
|
413
|
Country Club Bank
Kansas City,
Missouri
|
$7.11M
|
–
|
–
|
–
|
|
|
414
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.92M
|
+$5.11M
|
+7
|
+350%
|
|
|
415
|
Beddow Capital Management
Jackson,
Wyoming
|
$6.39M
|
-$729K
|
-1
|
-11%
|
|
|
416
|
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
$6.39M
|
–
|
–
|
–
|
|
|
417
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$6.39M
|
–
|
–
|
–
|
|
|
418
|
Aspiriant LLC
Los Angeles,
California
|
$6.39M
|
-$1.46M
|
-2
|
-20%
|
|
|
419
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$6.39M
|
-$4.38M
|
-6
|
-43%
|
|
|
420
|
Essex Financial Services
Essex,
Connecticut
|
$6.39M
|
-$729K
|
-1
|
-11%
|
|
|
421
|
1900 Wealth Management
San Antonio,
Texas
|
$6.39M
|
–
|
–
|
–
|
|
|
422
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$6.39M
|
–
|
–
|
–
|
|
|
423
|
Ballentine Partners
Waltham,
Massachusetts
|
$6.39M
|
–
|
–
|
–
|
|
|
424
|
Barclays
London,
United Kingdom
|
$6.39M
|
–
|
–
|
–
|
|
|
425
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$6.39M
|
–
|
–
|
–
|
|
