|
651
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$10.9M
|
-$6.94M
|
-34,980
|
Closed
|
|
|
652
|
MGO One Seven
Beachwood,
Ohio
|
$10.9M
|
-$308K
|
-1,552
|
-4%
|
|
|
653
|
Artemis Wealth Advisors
New York
|
$10.9M
|
–
|
–
|
–
|
|
|
654
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$10.9M
|
-$136K
|
-687
|
-2%
|
|
|
655
|
KKM Financial
Chicago,
Illinois
|
$10.8M
|
+$1.73M
|
+8,715
|
+17%
|
|
|
656
|
Caitong International Asset Management
Hong Kong
|
$10.8M
|
+$3.5M
|
+17,621
|
+98%
|
|
|
657
|
Balyasny Asset Management
Chicago,
Illinois
|
$10.7M
|
+$345K
|
+1,738
|
+5%
|
|
|
658
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.7M
|
+$7.05M
|
+35,503
|
New
|
|
|
659
|
Goelzer Investment Management
Carmel,
Indiana
|
$10.7M
|
-$742K
|
-3,736
|
-10%
|
|
|
660
|
Navis Wealth Advisors
Rye Brook,
New York
|
$10.7M
|
-$1.99M
|
-10,000
|
-22%
|
|
|
661
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$10.6M
|
-$33.7K
|
-170
|
-0.5%
|
|
|
662
|
Trilogy Capital
Irvine,
California
|
$10.6M
|
-$1.29M
|
-6,508
|
-16%
|
|
|
663
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$10.4M
|
-$109K
|
-548
|
-2%
|
|
|
664
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$10.4M
|
+$5.11M
|
+25,730
|
+294%
|
|
|
665
|
Bank of Stockton
Stockton,
California
|
$10.4M
|
-$233K
|
-1,173
|
-3%
|
|
|
666
|
Sterling Capital Management
Charlotte,
North Carolina
|
$10.4M
|
+$347K
|
+1,746
|
+5%
|
|
|
667
|
|
$10.3M
|
-$103K
|
-521
|
-2%
|
|
|
668
|
|
$10.2M
|
-$1.99M
|
-10,020
|
-23%
|
|
|
669
|
Elite Wealth Management
Kirkland,
Washington
|
$10.1M
|
+$403K
|
+2,029
|
+6%
|
|
|
670
|
Argent Trust Co
Nashville,
Tennessee
|
$10.1M
|
-$1.28M
|
-6,467
|
-16%
|
|
|
671
|
Peak Planning Group
Centennial,
Colorado
|
$10.1M
|
+$2.38K
|
+12
|
+0%
|
|
|
672
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$10.1M
|
-$44.7K
|
-225
|
-0.7%
|
|
|
673
|
Wealthspire Advisors (New York)
New York
|
$10M
|
+$5.88M
|
+29,613
|
+803%
|
|
|
674
|
Diversify Wealth Management
Sandy,
Utah
|
$10M
|
+$696K
|
+3,507
|
+8%
|
|
|
675
|
Diversify Advisory Services
Sandy,
Utah
|
$10M
|
+$6.76M
|
+34,067
|
+222%
|
|
