|
501
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.29M
|
+$1.2M
|
+10,865
|
New
|
|
|
502
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.29M
|
+$842K
|
+7,647
|
+239%
|
|
|
503
|
HB Wealth Management
Atlanta,
Georgia
|
$1.24M
|
+$71.3K
|
+647
|
+7%
|
|
|
504
|
Panagora Asset Management
Boston,
Massachusetts
|
$1.23M
|
-$11.5M
|
-104,379
|
-91%
|
|
|
505
|
United Services Automobile Association
San Antonio,
Texas
|
$1.23M
|
-$248K
|
-2,251
|
-18%
|
|
|
506
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.23M
|
-$257K
|
-2,329
|
-18%
|
|
|
507
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.21M
|
+$425K
|
+3,863
|
+61%
|
|
|
508
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.21M
|
+$41.5K
|
+377
|
+4%
|
|
|
509
|
Man Group
London,
United Kingdom
|
$1.21M
|
-$103K
|
-937
|
-8%
|
|
|
510
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$1.2M
|
-$117K
|
-1,064
|
-10%
|
|
|
511
|
Bard Financial Services
Branford,
Connecticut
|
$1.2M
|
+$68.3K
|
+620
|
+7%
|
|
|
512
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.19M
|
+$67.2K
|
+610
|
+6%
|
|
|
513
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.19M
|
+$63.6K
|
+577
|
+6%
|
|
|
514
|
SouthState Corp
Winter Haven,
Florida
|
$1.19M
|
-$69.4K
|
-630
|
-6%
|
|
|
515
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.18M
|
–
|
–
|
–
|
|
|
516
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.17M
|
+$105K
|
+956
|
+11%
|
|
|
517
|
Premier Fund Managers
Guildford,
United Kingdom
|
$1.17M
|
-$110K
|
-1,000
|
-9%
|
|
|
518
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.13M
|
–
|
–
|
–
|
|
|
519
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.12M
|
–
|
–
|
–
|
|
|
520
|
V-Square Quantitative Management
Chicago,
Illinois
|
$1.12M
|
+$82.4K
|
+748
|
+9%
|
|
|
521
|
Trust Company of Toledo
Holland,
Ohio
|
$1.11M
|
+$68.4K
|
+621
|
+7%
|
|
|
522
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.1M
|
+$252K
|
+2,292
|
+33%
|
|
|
523
|
GeoWealth Management
Chicago,
Illinois
|
$1.1M
|
+$106K
|
+961
|
+12%
|
|
|
524
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.09M
|
+$57.5K
|
+522
|
+6%
|
|
|
525
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.09M
|
-$18.9K
|
-172
|
-2%
|
|
