|
951
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.14M
|
+$392K
|
+10,378
|
+51%
|
|
|
952
|
Asset Dedication LLC
San Francisco,
California
|
$1.14M
|
-$48.5K
|
-1,284
|
-4%
|
|
|
953
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.14M
|
+$1.16M
|
+30,790
|
New
|
|
|
954
|
Intrust Bank
Wichita,
Kansas
|
$1.13M
|
-$389K
|
-10,301
|
-25%
|
|
|
955
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.13M
|
+$873K
|
+23,127
|
+308%
|
|
|
956
|
Guardian Investment Management
Tiburon,
California
|
$1.13M
|
-$615K
|
-16,300
|
-35%
|
|
|
957
|
Eagle Global Advisors
Houston,
Texas
|
$1.13M
|
-$982
|
-26
|
-0.1%
|
|
|
958
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.13M
|
+$137K
|
+3,630
|
+14%
|
|
|
959
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$1.12M
|
-$4.95K
|
-131
|
-0.4%
|
|
|
960
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$1.12M
|
+$1.15M
|
+30,418
|
New
|
|
|
961
|
Cladis Investment Advisory
Billings,
Montana
|
$1.12M
|
-$196K
|
-5,200
|
-15%
|
|
|
962
|
Private Trust Company
Cleveland,
Ohio
|
$1.12M
|
+$232K
|
+6,147
|
+26%
|
|
|
963
|
Belpointe Asset Management
Reno,
Nevada
|
$1.12M
|
-$492K
|
-13,039
|
-30%
|
|
|
964
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$1.11M
|
-$68K
|
-1,802
|
-6%
|
|
|
965
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.11M
|
-$103K
|
-2,732
|
-8%
|
|
|
966
|
Gordian Capital (Singapore)
Singapore
|
$1.11M
|
-$423K
|
-11,200
|
-27%
|
|
|
967
|
Everhart Financial Group
Dublin,
Ohio
|
$1.11M
|
+$130K
|
+3,431
|
+13%
|
|
|
968
|
Parrish Capital
Kennesaw,
Georgia
|
$1.11M
|
+$1.13M
|
+30,055
|
New
|
|
|
969
|
Private Wealth Partners
Mill Valley,
California
|
$1.11M
|
-$11.7K
|
-310
|
-1%
|
|
|
970
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.11M
|
-$11.3K
|
-298
|
-1%
|
|
|
971
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$1.11M
|
+$189K
|
+5,000
|
+20%
|
|
|
972
|
Buckland Partners Management Co
Harrison,
New York
|
$1.11M
|
+$1.13M
|
+30,000
|
New
|
|
|
973
|
Impax Asset Management Group
London,
United Kingdom
|
$1.11M
|
+$561K
|
+14,852
|
+98%
|
|
|
974
|
DMC Group
Birmingham,
Alabama
|
$1.1M
|
+$91.9K
|
+2,433
|
+9%
|
|
|
975
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.1M
|
+$245K
|
+6,479
|
+28%
|
|
