|
301
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$3.5M
|
+$662K
|
+12,979
|
+23%
|
|
|
302
|
BOK Financial
Tulsa,
Oklahoma
|
$3.5M
|
-$81.6K
|
-1,600
|
-2%
|
|
|
303
|
Lido Advisors
Los Angeles,
California
|
$3.47M
|
+$1.71M
|
+33,496
|
+98%
|
|
|
304
|
Lodestar Private Asset Management
Alamo,
California
|
$3.46M
|
-$139K
|
-2,727
|
-4%
|
|
|
305
|
New South Capital Management
Memphis,
Tennessee
|
$3.45M
|
–
|
–
|
–
|
|
|
306
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$3.44M
|
-$1.05M
|
-20,491
|
-23%
|
|
|
307
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.44M
|
+$156K
|
+3,065
|
+5%
|
|
|
308
|
Apella Capital
West Hartford,
Connecticut
|
$3.42M
|
+$1.15M
|
+22,552
|
+51%
|
|
|
309
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.4M
|
-$136K
|
-2,658
|
-4%
|
|
|
310
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$3.39M
|
+$35.6K
|
+697
|
+1%
|
|
|
311
|
Israel Discount Bank of New York
New York
|
$3.35M
|
-$1.89M
|
-37,114
|
-36%
|
|
|
312
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$3.32M
|
-$359K
|
-7,040
|
-10%
|
|
|
313
|
LVW Advisors
Pittsford,
New York
|
$3.31M
|
+$15K
|
+295
|
+0.5%
|
|
|
314
|
William Blair & Company
Chicago,
Illinois
|
$3.29M
|
-$117K
|
-2,288
|
-3%
|
|
|
315
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.23M
|
-$162K
|
-3,170
|
-5%
|
|
|
316
|
NTV Asset Management
Charleston,
West Virginia
|
$3.15M
|
+$174K
|
+3,406
|
+6%
|
|
|
317
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$3.12M
|
+$43.8K
|
+859
|
+1%
|
|
|
318
|
Cobblestone Capital Advisors
Rochester,
New York
|
$3.12M
|
+$13.8K
|
+270
|
+0.4%
|
|
|
319
|
Parallel Advisors
San Francisco,
California
|
$3.09M
|
+$21.4K
|
+419
|
+0.7%
|
|
|
320
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$3.07M
|
–
|
–
|
–
|
|
|
321
|
Transatlantique Private Wealth
New York
|
$3.06M
|
+$463K
|
+9,067
|
+18%
|
|
|
322
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.03M
|
+$397K
|
+7,774
|
+15%
|
|
|
323
|
Gradient Capital Advisors
San Diego,
California
|
$3.03M
|
+$551K
|
+10,795
|
+22%
|
|
|
324
|
Washington Capital Management
Seattle,
Washington
|
$2.99M
|
–
|
–
|
–
|
|
|
325
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$2.98M
|
-$1.45M
|
-28,500
|
-33%
|
|
