|
1001
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$23.5M
|
-$983K
|
-3,130
|
-4%
|
|
|
1002
|
Quilter Plc
London,
United Kingdom
|
$23.5M
|
-$672K
|
-2,138
|
-3%
|
|
|
1003
|
Mirabaud & Cie
Geneva,
Switzerland
|
$23.5M
|
-$354K
|
-1,128
|
-1%
|
|
|
1004
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$23.4M
|
-$252K
|
-801
|
-1%
|
|
|
1005
|
Redwood Grove Capital
Palo Alto,
California
|
$23.4M
|
-$1.63M
|
-5,200
|
-6%
|
|
|
1006
|
Schnieders Capital Management
Pasadena,
California
|
$23.4M
|
+$14.8K
|
+47
|
+0.1%
|
|
|
1007
|
SVB Wealth
Boston,
Massachusetts
|
$23.3M
|
+$577K
|
+1,836
|
+2%
|
|
|
1008
|
DDD Partners
Bellevue,
Washington
|
$23.3M
|
+$203K
|
+645
|
+0.8%
|
|
|
1009
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$23.2M
|
+$3.81M
|
+12,119
|
+18%
|
|
|
1010
|
Menlo Advisors
Menlo Park,
California
|
$23.2M
|
–
|
–
|
–
|
|
|
1011
|
Chilton Investment Company
Stamford,
Connecticut
|
$23.2M
|
+$2.41M
|
+7,663
|
+10%
|
|
|
1012
|
Broadleaf Partners
Hudson,
Ohio
|
$23M
|
-$917K
|
-2,919
|
-4%
|
|
|
1013
|
NWF Advisory Services
Los Angeles,
California
|
$23M
|
-$515K
|
-1,639
|
-2%
|
|
|
1014
|
|
$22.9M
|
+$9.09M
|
+28,920
|
+57%
|
|
|
1015
|
McDonough Capital Management
Orlando,
Florida
|
$22.8M
|
-$1.43M
|
-4,544
|
-5%
|
|
|
1016
|
Circle Wealth Management
Summit,
New Jersey
|
$22.7M
|
+$852K
|
+2,712
|
+4%
|
|
|
1017
|
|
$22.6M
|
-$1.68M
|
-5,352
|
-6%
|
|
|
1018
|
WesBanco Bank
Wheeling,
West Virginia
|
$22.6M
|
-$1.43M
|
-4,537
|
-5%
|
|
|
1019
|
Venture Visionary Partners
Sylvania,
Ohio
|
$22.5M
|
-$713K
|
-2,269
|
-3%
|
|
|
1020
|
New Age Alpha Advisors
Rye,
New York
|
$22.4M
|
-$13.9M
|
-44,296
|
-36%
|
|
|
1021
|
Kintegral Advisory
New York
|
$22.4M
|
-$1.09M
|
-3,466
|
-4%
|
|
|
1022
|
Fidelis Capital Partners
Tampa,
Florida
|
$22.3M
|
+$377K
|
+1,200
|
+2%
|
|
|
1023
|
Calamos Wealth Management
Naperville,
Illinois
|
$22.3M
|
-$575K
|
-1,831
|
-2%
|
|
|
1024
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$22.3M
|
-$10.5M
|
-33,581
|
-30%
|
|
|
1025
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$22.3M
|
+$18.3M
|
+58,250
|
+313%
|
|
