|
1001
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.82M
|
+$33K
|
+128
|
+2%
|
|
|
1002
|
Shelton Wealth Management
Fort Worth,
Texas
|
$1.8M
|
-$53.1K
|
-206
|
-3%
|
|
|
1003
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.8M
|
-$4.7M
|
-18,228
|
-72%
|
|
|
1004
|
WealthShield Partners
Cary,
North Carolina
|
$1.79M
|
-$77.1K
|
-299
|
-4%
|
|
|
1005
|
State of Wyoming
Cheyenne,
Wyoming
|
$1.78M
|
+$257K
|
+995
|
+16%
|
|
|
1006
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.78M
|
–
|
–
|
–
|
|
|
1007
|
Monetary Management Group
St Louis,
Missouri
|
$1.78M
|
+$68.4K
|
+265
|
+4%
|
|
|
1008
|
Soltis Investment Advisors
St. George,
Utah
|
$1.78M
|
+$257K
|
+996
|
+16%
|
|
|
1009
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.78M
|
-$42.6K
|
-165
|
-2%
|
|
|
1010
|
Fagan Associates
Troy,
New York
|
$1.77M
|
-$34.6K
|
-134
|
-2%
|
|
|
1011
|
Cambient Family Office
Ada,
Michigan
|
$1.77M
|
-$1.58M
|
-6,129
|
-46%
|
|
|
1012
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$1.77M
|
-$129K
|
-500
|
-6%
|
|
|
1013
|
Fogel Capital Management
Stuart,
Florida
|
$1.76M
|
-$38.7K
|
-150
|
-2%
|
|
|
1014
|
LVW Advisors
Pittsford,
New York
|
$1.76M
|
+$85.1K
|
+330
|
+5%
|
|
|
1015
|
Orca Investment Management
Roseburg,
Oregon
|
$1.75M
|
-$516
|
-2
|
-0%
|
|
|
1016
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.75M
|
-$130K
|
-504
|
-7%
|
|
|
1017
|
Sanders Morris Harris
Houston,
Texas
|
$1.74M
|
+$3.1M
|
+12,000
|
New
|
|
|
1018
|
Lazard Asset Management
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
1019
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.73M
|
+$361K
|
+1,400
|
+25%
|
|
|
1020
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.72M
|
–
|
–
|
–
|
|
|
1021
|
Camelot Portfolios
Maumee,
Ohio
|
$1.72M
|
+$66K
|
+256
|
+4%
|
|
|
1022
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.72M
|
-$2.58K
|
-10
|
-0.1%
|
|
|
1023
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.72M
|
+$8K
|
+31
|
+0.4%
|
|
|
1024
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.71M
|
+$20.6K
|
+80
|
+1%
|
|
|
1025
|
Segment Wealth Management
Houston,
Texas
|
$1.71M
|
-$50.6K
|
-196
|
-3%
|
|
