|
601
|
Altium Wealth Management
Purchase,
New York
|
$13.6M
|
+$500K
|
+2,443
|
+4%
|
|
|
602
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$13.6M
|
-$385K
|
-1,880
|
-3%
|
|
|
603
|
Wealthfront Advisers
Palo Alto,
California
|
$13.5M
|
+$2.01M
|
+9,835
|
+18%
|
|
|
604
|
D'Orazio & Associates
Falls Church,
Virginia
|
$13.4M
|
-$8.35M
|
-40,812
|
-39%
|
|
|
605
|
Granite Investment Advisors
Concord,
New Hampshire
|
$13.4M
|
-$165K
|
-807
|
-1%
|
|
|
606
|
Account Management
Boxford,
Massachusetts
|
$13.4M
|
-$40.9K
|
-200
|
-0.3%
|
|
|
607
|
HoyleCohen
San Diego,
California
|
$13.4M
|
-$360K
|
-1,761
|
-3%
|
|
|
608
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$13.3M
|
+$84.1K
|
+411
|
+0.7%
|
|
|
609
|
Synovus Financial
Columbus,
Georgia
|
$13.3M
|
-$64K
|
-313
|
-0.5%
|
|
|
610
|
DPM Capital
Coral Gables,
Florida
|
$13.2M
|
-$12.7M
|
-62,083
|
-50%
|
|
|
611
|
Carret Asset Management
New York
|
$13.2M
|
-$923K
|
-4,513
|
-7%
|
|
|
612
|
Cigna Investments
Bloomfield,
Connecticut
|
$13.2M
|
-$1.11M
|
-5,423
|
-8%
|
|
|
613
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$13.2M
|
-$243K
|
-1,189
|
-2%
|
|
|
614
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$13.2M
|
-$428K
|
-2,094
|
-3%
|
|
|
615
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$13.2M
|
-$1.24M
|
-6,076
|
-9%
|
|
|
616
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$13.1M
|
-$179K
|
-877
|
-1%
|
|
|
617
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$13.1M
|
-$909K
|
-4,443
|
-7%
|
|
|
618
|
CWA Asset Management Group
Naples,
Florida
|
$13M
|
+$11.1M
|
+54,429
|
+811%
|
|
|
619
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$13M
|
-$6.77M
|
-33,093
|
-35%
|
|
|
620
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$12.9M
|
+$5.09M
|
+24,873
|
+70%
|
|
|
621
|
Pacific Global Investment Management
Glendale,
California
|
$12.8M
|
-$449K
|
-2,193
|
-4%
|
|
|
622
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$12.8M
|
–
|
–
|
–
|
|
|
623
|
Harspring Capital Management
New York
|
$12.8M
|
+$12.3M
|
+60,000
|
New
|
|
|
624
|
Vantage Wealth
Pasadena,
California
|
$12.8M
|
+$651K
|
+3,183
|
+6%
|
|
|
625
|
Advisor Partners
Walnut Creek,
California
|
$12.8M
|
+$1.3M
|
+6,338
|
+12%
|
|
