|
1101
|
Perigon Wealth Management
San Francisco,
California
|
$10.1M
|
+$1.57M
|
+4,371
|
+17%
|
|
|
1102
|
Swarthmore Group
Philadelphia,
Pennsylvania
|
$10.1M
|
–
|
–
|
–
|
|
|
1103
|
Soditic Asset Management
Tonbridge,
United Kingdom
|
$10.1M
|
+$10.7M
|
+29,685
|
New
|
|
|
1104
|
Transform Wealth
Greenwood Village,
Colorado
|
$9.98M
|
+$218K
|
+606
|
+2%
|
|
|
1105
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.96M
|
+$634K
|
+1,760
|
+6%
|
|
|
1106
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9.95M
|
-$63K
|
-175
|
-0.6%
|
|
|
1107
|
KDI Capital Partners
Raleigh,
North Carolina
|
$9.95M
|
-$116K
|
-323
|
-1%
|
|
|
1108
|
Wallington Asset Management
Indianapolis,
Indiana
|
$9.94M
|
+$79.2K
|
+220
|
+0.8%
|
|
|
1109
|
Madison Wealth Management
Cincinnati,
Ohio
|
$9.94M
|
+$112K
|
+312
|
+1%
|
|
|
1110
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$9.93M
|
-$59.4K
|
-165
|
-0.6%
|
|
|
1111
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.9M
|
+$637K
|
+1,768
|
+6%
|
|
|
1112
|
IPG Investment Advisors
San Diego,
California
|
$9.86M
|
+$2.17M
|
+6,022
|
+26%
|
|
|
1113
|
|
$9.86M
|
+$3.6M
|
+9,995
|
+52%
|
|
|
1114
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$9.86M
|
-$346K
|
-960
|
-3%
|
|
|
1115
|
Dash Acquisitions
Woodland Hills,
California
|
$9.85M
|
+$5.39M
|
+14,952
|
+106%
|
|
|
1116
|
Stelac Advisory Services
New York
|
$9.83M
|
-$46.8K
|
-130
|
-0.4%
|
|
|
1117
|
Comerica Securities
Detroit,
Michigan
|
$9.82M
|
+$205K
|
+570
|
+2%
|
|
|
1118
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$9.8M
|
–
|
–
|
–
|
|
|
1119
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$9.77M
|
-$566K
|
-1,572
|
-5%
|
|
|
1120
|
Stokes Family Office
New Orleans,
Louisiana
|
$9.72M
|
+$720
|
+2
|
+0%
|
|
|
1121
|
Untitled Investments
New York
|
$9.72M
|
+$10.3M
|
+28,645
|
New
|
|
|
1122
|
Springhouse Capital Management
Westport,
Connecticut
|
$9.71M
|
–
|
–
|
–
|
|
|
1123
|
Hendershot Investments
Centreville,
Virginia
|
$9.69M
|
-$63K
|
-175
|
-0.6%
|
|
|
1124
|
CFM Wealth Partners
Austin,
Texas
|
$9.6M
|
-$78.5K
|
-218
|
-0.8%
|
|
|
1125
|
Riverpark Capital Management
New York
|
$9.59M
|
+$3.23M
|
+8,968
|
+46%
|
|
