|
351
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$2.1M
|
+$2.16M
|
+60,000
|
New
|
|
|
352
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2.1M
|
+$38.9K
|
+1,079
|
+2%
|
|
|
353
|
Roundview Capital
Princeton,
New Jersey
|
$2.07M
|
+$426K
|
+11,805
|
+25%
|
|
|
354
|
BKS Advisors
Southfield,
Michigan
|
$2.05M
|
-$786K
|
-21,790
|
-27%
|
|
|
355
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$2.05M
|
+$2.11M
|
+58,537
|
New
|
|
|
356
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.04M
|
+$1.91M
|
+52,833
|
New
|
|
|
357
|
LPL Financial
San Diego,
California
|
$2.04M
|
+$19K
|
+526
|
+0.9%
|
|
|
358
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$2.02M
|
-$19.1M
|
-530,483
|
-90%
|
|
|
359
|
Colorado Capital Management
Boulder,
Colorado
|
$2M
|
-$15.5K
|
-429
|
-0.7%
|
|
|
360
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.98M
|
-$260K
|
-7,204
|
-11%
|
|
|
361
|
IFC Holdings
Tampa,
Florida
|
$1.97M
|
+$331K
|
+9,181
|
+20%
|
|
|
362
|
Lumina Fund Management
New York
|
$1.96M
|
–
|
–
|
–
|
|
|
363
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.94M
|
+$414K
|
+11,466
|
+26%
|
|
|
364
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.94M
|
+$1.64M
|
+45,560
|
+465%
|
|
|
365
|
UBS O'Connor
Chicago,
Illinois
|
$1.93M
|
-$158M
|
-4,370,860
|
-99%
|
|
|
366
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.9M
|
+$127K
|
+3,532
|
+7%
|
|
|
367
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.9M
|
-$574K
|
-15,917
|
-23%
|
|
|
368
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.85M
|
-$317K
|
-8,791
|
-14%
|
|
|
369
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.85M
|
–
|
–
|
–
|
|
|
370
|
Fulton Bank
Lancaster,
Pennsylvania
|
$1.85M
|
+$702K
|
+19,456
|
+58%
|
|
|
371
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.83M
|
–
|
–
|
–
|
|
|
372
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$1.82M
|
-$13.9K
|
-385
|
-0.7%
|
|
|
373
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.81M
|
+$894K
|
+24,791
|
+92%
|
|
|
374
|
HMS Capital Management
Nashville,
Tennessee
|
$1.81M
|
+$371K
|
+10,287
|
+25%
|
|
|
375
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.81M
|
–
|
–
|
–
|
|
