|
1401
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$11.1M
|
+$1.12M
|
+3,557
|
+10%
|
|
|
1402
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$11.1M
|
-$531K
|
-1,689
|
-4%
|
|
|
1403
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$11.1M
|
-$957K
|
-3,045
|
-7%
|
|
|
1404
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$11.1M
|
-$423K
|
-1,348
|
-3%
|
|
|
1405
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$11M
|
-$428K
|
-1,361
|
-3%
|
|
|
1406
|
Maridea Wealth Management
Brooklyn,
New York
|
$11M
|
+$822K
|
+2,615
|
+7%
|
|
|
1407
|
Private Trust Company
Cleveland,
Ohio
|
$11M
|
+$199K
|
+634
|
+2%
|
|
|
1408
|
Inlet Private Wealth
Jupiter,
Florida
|
$11M
|
-$1.65M
|
-5,250
|
-12%
|
|
|
1409
|
|
$11M
|
-$374K
|
-1,190
|
-3%
|
|
|
1410
|
Corbyn Investment Management
Lutherville,
Maryland
|
$11M
|
-$400K
|
-1,274
|
-3%
|
|
|
1411
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$10.9M
|
-$270K
|
-859
|
-2%
|
|
|
1412
|
Alpine Woods Capital Investors
Purchase,
New York
|
$10.9M
|
-$6.92M
|
-22,041
|
-37%
|
|
|
1413
|
DV Trading
Chicago,
Illinois
|
$10.9M
|
-$192M
|
-610,214
|
-94%
|
|
|
1414
|
180 Wealth Advisors
Federal Way,
Washington
|
$10.8M
|
-$12.3K
|
-39
|
-0.1%
|
|
|
1415
|
Aspiriant LLC
Los Angeles,
California
|
$10.8M
|
-$1.07M
|
-3,421
|
-8%
|
|
|
1416
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$10.8M
|
-$270K
|
-859
|
-2%
|
|
|
1417
|
Blue Trust Inc
Alpharetta,
Georgia
|
$10.8M
|
+$687K
|
+2,187
|
+6%
|
|
|
1418
|
Personal CFO Solutions
Chester,
New Jersey
|
$10.8M
|
-$376K
|
-1,196
|
-3%
|
|
|
1419
|
Kera Capital Partners
San Jose,
California
|
$10.8M
|
+$99K
|
+315
|
+0.8%
|
|
|
1420
|
ExodusPoint Capital Management
New York
|
$10.7M
|
-$10.4M
|
-33,229
|
-47%
|
|
|
1421
|
DGS Capital Management
Jersey City,
New Jersey
|
$10.7M
|
-$2M
|
-6,376
|
-15%
|
|
|
1422
|
Stone Summit Wealth
Miami,
Florida
|
$10.7M
|
-$576K
|
-1,835
|
-5%
|
|
|
1423
|
Lagoda Investment Management
New York
|
$10.7M
|
-$2.74M
|
-8,735
|
-19%
|
|
|
1424
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$10.7M
|
+$11.7M
|
+37,339
|
New
|
|
|
1425
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$10.7M
|
-$243K
|
-772
|
-2%
|
|
