|
1326
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.55M
|
-$2.2M
|
-16,910
|
-29%
|
|
|
1327
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$5.55M
|
-$549K
|
-4,220
|
-10%
|
|
|
1328
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.53M
|
+$1.82K
|
+14
|
+0%
|
|
|
1329
|
BFSG LLC
Irvine,
California
|
$5.53M
|
+$63.2K
|
+486
|
+1%
|
|
|
1330
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$5.52M
|
-$127K
|
-977
|
-2%
|
|
|
1331
|
Prospector Partners
Guilford,
Connecticut
|
$5.5M
|
+$19.5K
|
+150
|
+0.4%
|
|
|
1332
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5.49M
|
-$161K
|
-1,239
|
-3%
|
|
|
1333
|
Belpointe Asset Management
Reno,
Nevada
|
$5.49M
|
+$618K
|
+4,753
|
+13%
|
|
|
1334
|
Meridian Management
Little Rock,
Arkansas
|
$5.48M
|
-$38.6K
|
-297
|
-0.7%
|
|
|
1335
|
Leonteq Securities AG
Zurich,
Switzerland
|
$5.48M
|
-$4.55M
|
-35,020
|
-46%
|
|
|
1336
|
Fosun International
Hong Kong,
China
|
$5.48M
|
-$2.29M
|
-17,643
|
-30%
|
|
|
1337
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$5.47M
|
-$13.3K
|
-102
|
-0.2%
|
|
|
1338
|
Rothschild Capital Partners
New York
|
$5.43M
|
–
|
–
|
–
|
|
|
1339
|
Corsair Capital Management
New York
|
$5.39M
|
-$46.4K
|
-357
|
-0.9%
|
|
|
1340
|
Team Hewins
Redwood City,
California
|
$5.38M
|
+$5.31M
|
+40,825
|
New
|
|
|
1341
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$5.33M
|
-$750K
|
-5,772
|
-12%
|
|
|
1342
|
Mendel Money Management
Northbrook,
Illinois
|
$5.32M
|
+$102K
|
+781
|
+2%
|
|
|
1343
|
Gratus Capital
Atlanta,
Georgia
|
$5.32M
|
+$644K
|
+4,955
|
+14%
|
|
|
1344
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$5.31M
|
–
|
–
|
–
|
|
|
1345
|
Panoramic Investment Advisors
Denver,
Colorado
|
$5.31M
|
+$5.24M
|
+40,298
|
New
|
|
|
1346
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$5.31M
|
+$289K
|
+2,220
|
+6%
|
|
|
1347
|
Cottage Street Advisors
Marion,
Massachusetts
|
$5.3M
|
-$13K
|
-100
|
-0.2%
|
|
|
1348
|
Palogic Value Management
Dallas,
Texas
|
$5.3M
|
-$16.8K
|
-129
|
-0.3%
|
|
|
1349
|
Penserra Capital Management
Orinda,
California
|
$5.3M
|
-$611K
|
-4,702
|
-10%
|
|
|
1350
|
Gateway Advisory
Westfield,
New Jersey
|
$5.29M
|
+$537K
|
+4,131
|
+11%
|
|
