|
301
|
Lodestar Private Asset Management
Alamo,
California
|
$13.2M
|
+$355K
|
+1,545
|
+3%
|
|
|
302
|
Argent Advisors
Monroe,
Louisiana
|
$13.2M
|
+$448K
|
+1,954
|
+4%
|
|
|
303
|
Callan Family Office
Radnor,
Pennsylvania
|
$13.1M
|
+$551K
|
+2,400
|
+5%
|
|
|
304
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$13M
|
+$12.4M
|
+53,888
|
New
|
|
|
305
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13M
|
-$11.2M
|
-48,652
|
-48%
|
|
|
306
|
Cavalier Investments
Alpharetta,
Georgia
|
$13M
|
+$11.5M
|
+49,940
|
+500%
|
|
|
307
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$13M
|
-$436K
|
-1,900
|
-3%
|
|
|
308
|
IEQ Capital
Foster City,
California
|
$12.8M
|
-$589K
|
-2,565
|
-5%
|
|
|
309
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$12.7M
|
+$11.9M
|
+51,848
|
New
|
|
|
310
|
Idaho Trust Bank
Boise,
Idaho
|
$12.7M
|
+$640K
|
+2,790
|
+6%
|
|
|
311
|
SilverOak Wealth Management
Edina,
Minnesota
|
$12.7M
|
+$77.8K
|
+339
|
+0.7%
|
|
|
312
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$12.6M
|
-$2.29K
|
-10
|
-0%
|
|
|
313
|
Kestra Private Wealth Services
Austin,
Texas
|
$12.6M
|
-$148K
|
-645
|
-1%
|
|
|
314
|
Global Retirement Partners
San Rafael,
California
|
$12.5M
|
+$91.3K
|
+398
|
+0.8%
|
|
|
315
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$12.5M
|
-$459K
|
-2,000
|
-4%
|
|
|
316
|
Engine Capital Management
New York
|
$12.4M
|
+$5.74M
|
+25,000
|
+95%
|
|
|
317
|
Prospera Financial Services
Dallas,
Texas
|
$12.4M
|
+$1.49M
|
+6,477
|
+15%
|
|
|
318
|
NEPC LLC
Boston,
Massachusetts
|
$12.3M
|
+$1.36M
|
+5,933
|
+13%
|
|
|
319
|
Courier Capital
Buffalo,
New York
|
$12.3M
|
+$51.4K
|
+224
|
+0.4%
|
|
|
320
|
Latigo Investments
Fort Lauderdale,
Florida
|
$12.2M
|
–
|
–
|
–
|
|
|
321
|
Foster Group
West Des Moines,
Iowa
|
$12.2M
|
-$852K
|
-3,714
|
-7%
|
|
|
322
|
Rovida Advisors
Fort Lauderdale,
Florida
|
$12.2M
|
–
|
–
|
–
|
|
|
323
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.2M
|
+$1.4M
|
+6,080
|
+14%
|
|
|
324
|
Shapiro Capital Management
Atlanta,
Georgia
|
$12.1M
|
+$8.44M
|
+36,800
|
+278%
|
|
|
325
|
Silvercrest Asset Management
New York
|
$12M
|
-$3.44M
|
-14,987
|
-23%
|
|
