|
651
|
SteelPeak Wealth
Woodland Hills,
California
|
$25M
|
-$3.93M
|
-41,389
|
-13%
|
|
|
652
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$25M
|
+$26.9M
|
+283,300
|
New
|
|
|
653
|
Burney Company
Reston,
Virginia
|
$25M
|
-$5.83M
|
-61,354
|
-18%
|
|
|
654
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$24.9M
|
-$2.98M
|
-31,365
|
-10%
|
|
|
655
|
Deltec Asset Management
New York
|
$24.9M
|
+$760K
|
+8,000
|
+3%
|
|
|
656
|
Lido Advisors
Los Angeles,
California
|
$24.9M
|
-$9.71M
|
-102,155
|
-27%
|
|
|
657
|
Cohen Klingenstein
New York
|
$24.8M
|
–
|
–
|
–
|
|
|
658
|
Henshaw Capital
Woburn,
Massachusetts
|
$24.7M
|
-$689K
|
-7,249
|
-3%
|
|
|
659
|
KCM Investment Advisors
Greenbrae,
California
|
$24.4M
|
-$589K
|
-6,203
|
-2%
|
|
|
660
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$24.3M
|
-$545K
|
-5,731
|
-2%
|
|
|
661
|
Citizens Financial Group
Providence,
Rhode Island
|
$24.1M
|
-$1.63M
|
-17,200
|
-6%
|
|
|
662
|
Tidal Investments
Milwaukee,
Wisconsin
|
$24M
|
+$8.56M
|
+90,081
|
+50%
|
|
|
663
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$23.9M
|
-$759K
|
-7,989
|
-3%
|
|
|
664
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$23.6M
|
-$929K
|
-9,780
|
-4%
|
|
|
665
|
Bank of the West
Monterey Park,
California
|
$23.6M
|
-$2.58M
|
-27,102
|
-9%
|
|
|
666
|
WS Management
Jacksonville,
Florida
|
$23.6M
|
+$7.13M
|
+75,000
|
+39%
|
|
|
667
|
GMT Capital
Atlanta,
Georgia
|
$23.5M
|
–
|
–
|
–
|
|
|
668
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$23.4M
|
+$2.12M
|
+22,344
|
+9%
|
|
|
669
|
E.S. Barr & Co
Lexington,
Kentucky
|
$23.3M
|
-$218K
|
-2,293
|
-0.9%
|
|
|
670
|
Albion Financial Group
Salt Lake City,
Utah
|
$23.3M
|
+$285K
|
+2,999
|
+1%
|
|
|
671
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$23.3M
|
+$73.6K
|
+774
|
+0.3%
|
|
|
672
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$23.2M
|
+$320K
|
+3,366
|
+1%
|
|
|
673
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$23M
|
-$2.33M
|
-24,562
|
-9%
|
|
|
674
|
Fagan Associates
Troy,
New York
|
$22.9M
|
+$185K
|
+1,951
|
+0.8%
|
|
|
675
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$22.7M
|
+$29K
|
+305
|
+0.1%
|
|
