|
201
|
Paulson Wealth Management
Wheaton,
Illinois
|
$16.9M
|
-$1.82M
|
-26,581
|
-10%
|
|
|
202
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$16.6M
|
+$148K
|
+2,160
|
+1%
|
|
|
203
|
Monterey Private Wealth
Monterey,
California
|
$16.4M
|
+$124K
|
+1,817
|
+0.8%
|
|
|
204
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$16.4M
|
+$3.92M
|
+57,334
|
+34%
|
|
|
205
|
Cambridge Associates
Boston,
Massachusetts
|
$16.4M
|
-$1.57M
|
-23,029
|
-9%
|
|
|
206
|
Palladium Partners
Norfolk,
Virginia
|
$16.2M
|
-$98.1K
|
-1,434
|
-0.6%
|
|
|
207
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$15.9M
|
+$1.41M
|
+20,600
|
+10%
|
|
|
208
|
Pathstone Family Office
Englewood,
New Jersey
|
$15.8M
|
+$13.7M
|
+199,605
|
+1,142%
|
|
|
209
|
Hills Bank & Trust
North Liberty,
Iowa
|
$15.5M
|
+$17K
|
+249
|
+0.1%
|
|
|
210
|
Salomon & Ludwin
Richmond,
Virginia
|
$15.4M
|
-$555K
|
-8,112
|
-4%
|
|
|
211
|
Panagora Asset Management
Boston,
Massachusetts
|
$15.4M
|
-$12.6M
|
-184,550
|
-47%
|
|
|
212
|
SNS Financial Group
Minneapolis,
Minnesota
|
$15.4M
|
-$697K
|
-10,189
|
-5%
|
|
|
213
|
Natixis Advisors
Boston,
Massachusetts
|
$15.4M
|
-$259K
|
-3,780
|
-2%
|
|
|
214
|
Bluefin Capital Management
New York
|
$15M
|
+$14.1M
|
+206,060
|
New
|
|
|
215
|
EP Wealth Advisors
Torrance,
California
|
$15M
|
-$390K
|
-5,700
|
-3%
|
|
|
216
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$14.9M
|
-$214K
|
-3,127
|
-2%
|
|
|
217
|
Alera Investment Advisors
Deerfield,
Illinois
|
$14.8M
|
-$2.79M
|
-40,737
|
-17%
|
|
|
218
|
Cambiar Investors
Denver,
Colorado
|
$14.7M
|
+$9.26M
|
+135,337
|
+203%
|
|
|
219
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.7M
|
+$13.8M
|
+201,500
|
New
|
|
|
220
|
Miracle Mile Advisors
Los Angeles,
California
|
$14.7M
|
-$451K
|
-6,595
|
-3%
|
|
|
221
|
Steward Partners Investment Advisory
New York
|
$14.6M
|
-$257K
|
-3,763
|
-2%
|
|
|
222
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$14.5M
|
-$186K
|
-2,720
|
-1%
|
|
|
223
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$14.4M
|
+$650K
|
+9,500
|
+5%
|
|
|
224
|
Calamos Advisors
Naperville,
Illinois
|
$14.3M
|
–
|
–
|
–
|
|
|
225
|
Chesley Taft & Associates
Chicago,
Illinois
|
$14.1M
|
+$231K
|
+3,380
|
+2%
|
|
