|
351
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.61M
|
–
|
–
|
–
|
|
|
352
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2.6M
|
+$114K
|
+2,812
|
+5%
|
|
|
353
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.6M
|
+$1.11M
|
+27,202
|
+77%
|
|
|
354
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.57M
|
-$1.47M
|
-36,190
|
-35%
|
|
|
355
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.55M
|
+$8.14K
|
+200
|
+0.3%
|
|
|
356
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.54M
|
–
|
–
|
–
|
|
|
357
|
Ionic Capital Management
New York
|
$2.49M
|
+$1.14M
|
+27,961
|
+87%
|
|
|
358
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.48M
|
+$2.44M
|
+60,040
|
New
|
|
|
359
|
BKS Advisors
Southfield,
Michigan
|
$2.48M
|
-$19.7K
|
-483
|
-0.8%
|
|
|
360
|
Private Trust Company
Cleveland,
Ohio
|
$2.47M
|
-$5.45K
|
-134
|
-0.2%
|
|
|
361
|
Tiemann Investment Advisors
Menlo Park,
California
|
$2.45M
|
+$41.9K
|
+1,030
|
+2%
|
|
|
362
|
Sterling Capital Management
Charlotte,
North Carolina
|
$2.42M
|
+$368K
|
+9,040
|
+18%
|
|
|
363
|
Lido Advisors
Los Angeles,
California
|
$2.42M
|
+$684K
|
+16,801
|
+40%
|
|
|
364
|
Colorado Capital Management
Boulder,
Colorado
|
$2.41M
|
+$60K
|
+1,474
|
+3%
|
|
|
365
|
Cutler Group
San Francisco,
California
|
$2.41M
|
-$1.86M
|
-45,776
|
-44%
|
|
|
366
|
Welch & Forbes
Boston,
Massachusetts
|
$2.41M
|
+$27.9K
|
+686
|
+1%
|
|
|
367
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.37M
|
+$490K
|
+12,029
|
+27%
|
|
|
368
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$2.36M
|
+$476K
|
+11,700
|
+26%
|
|
|
369
|
Whalerock Point Partners
Providence,
Rhode Island
|
$2.34M
|
+$2.02M
|
+49,600
|
+714%
|
|
|
370
|
Lumina Fund Management
New York
|
$2.32M
|
–
|
–
|
–
|
|
|
371
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$2.3M
|
+$64.5K
|
+1,585
|
+3%
|
|
|
372
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$2.29M
|
+$2.26M
|
+55,400
|
New
|
|
|
373
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.21M
|
+$112K
|
+2,760
|
+5%
|
|
|
374
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.19M
|
+$2.15M
|
+52,891
|
New
|
|
|
375
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$2.18M
|
+$70.7K
|
+1,737
|
+3%
|
|
