|
1026
|
Circle Wealth Management
Summit,
New Jersey
|
$27.4M
|
-$640K
|
-1,791
|
-2%
|
|
|
1027
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$27.3M
|
-$1.66M
|
-4,650
|
-6%
|
|
|
1028
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$27.3M
|
-$2.06M
|
-5,769
|
-7%
|
|
|
1029
|
Fulton Bank
Lancaster,
Pennsylvania
|
$27.3M
|
+$3.51M
|
+9,828
|
+15%
|
|
|
1030
|
WesBanco Bank
Wheeling,
West Virginia
|
$27.2M
|
-$610K
|
-1,708
|
-2%
|
|
|
1031
|
Nelson Capital Management
Menlo Park,
California
|
$27M
|
-$477K
|
-1,335
|
-2%
|
|
|
1032
|
Keenan Capital
Burlingame,
California
|
$26.9M
|
+$27.2M
|
+76,000
|
New
|
|
|
1033
|
71 West Capital Partners
Boston,
Massachusetts
|
$26.7M
|
+$4.77M
|
+13,333
|
+21%
|
|
|
1034
|
Robertson Opportunity Capital
Dallas,
Texas
|
$26.7M
|
–
|
–
|
–
|
|
|
1035
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$26.7M
|
+$226K
|
+632
|
+0.8%
|
|
|
1036
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.7M
|
+$1.53M
|
+4,268
|
+5%
|
|
|
1037
|
Westwind Capital
Las Cruces,
New Mexico
|
$26.6M
|
-$4.89M
|
-13,677
|
-15%
|
|
|
1038
|
|
$26.6M
|
-$1.28M
|
-3,572
|
-5%
|
|
|
1039
|
KCM Capital
Shawnee,
Kansas
|
$26.5M
|
+$5.36M
|
+15,000
|
+25%
|
|
|
1040
|
Groupama Asset Management
Paris,
France
|
$26.4M
|
+$297K
|
+831
|
+1%
|
|
|
1041
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$26.4M
|
+$1.28M
|
+3,592
|
+5%
|
|
|
1042
|
Centaurus Financial
Anaheim,
California
|
$26.4M
|
+$390K
|
+1,090
|
+1%
|
|
|
1043
|
D.J. St. Germain
Springfield,
Massachusetts
|
$26.4M
|
-$625K
|
-1,750
|
-2%
|
|
|
1044
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$26.4M
|
-$340K
|
-952
|
-1%
|
|
|
1045
|
BTG Pactual Asset Management US
New York
|
$26.2M
|
-$569K
|
-1,593
|
-2%
|
|
|
1046
|
Bridgewater Associates
Westport,
Connecticut
|
$26.2M
|
-$112M
|
-312,795
|
-81%
|
|
|
1047
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$26.2M
|
-$106M
|
-295,545
|
-80%
|
|
|
1048
|
Parsons Capital Management
Providence,
Rhode Island
|
$26.2M
|
-$5.14M
|
-14,392
|
-16%
|
|
|
1049
|
Moran Wealth Management
Naples,
Florida
|
$26.1M
|
-$1.1M
|
-3,084
|
-4%
|
|
|
1050
|
|
$26.1M
|
+$26.4M
|
+73,834
|
New
|
|
