|
901
|
Boston Family Office
Boston,
Massachusetts
|
$5.4M
|
+$294K
|
+3,319
|
+6%
|
|
|
902
|
MMBG Investment Advisors
Miami,
Florida
|
$5.4M
|
–
|
–
|
–
|
|
|
903
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.37M
|
-$2.19M
|
-24,755
|
-30%
|
|
|
904
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$5.35M
|
+$1.73M
|
+19,520
|
+50%
|
|
|
905
|
Equitable Trust
Nashville,
Tennessee
|
$5.34M
|
+$240K
|
+2,704
|
+5%
|
|
|
906
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$5.33M
|
+$14.5K
|
+164
|
+0.3%
|
|
|
907
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.32M
|
+$221K
|
+2,495
|
+4%
|
|
|
908
|
Birmingham Capital Management
Birmingham,
Alabama
|
$5.32M
|
-$48.8K
|
-550
|
-0.9%
|
|
|
909
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$5.31M
|
-$2.21M
|
-24,956
|
-30%
|
|
|
910
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.3M
|
+$1.57M
|
+17,677
|
+44%
|
|
|
911
|
Winton Group
London,
United Kingdom
|
$5.3M
|
+$2.78M
|
+31,313
|
+117%
|
|
|
912
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.29M
|
+$339K
|
+3,821
|
+7%
|
|
|
913
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$5.27M
|
+$4.46M
|
+50,274
|
+664%
|
|
|
914
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$5.26M
|
–
|
–
|
–
|
|
|
915
|
Fosun International
Hong Kong,
China
|
$5.23M
|
-$227K
|
-2,560
|
-4%
|
|
|
916
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$5.22M
|
+$1.17M
|
+13,205
|
+30%
|
|
|
917
|
VisionPoint Advisory Group
Dallas,
Texas
|
$5.21M
|
-$282K
|
-3,176
|
-5%
|
|
|
918
|
Choate Investment Advisors
Boston,
Massachusetts
|
$5.2M
|
+$62.3K
|
+703
|
+1%
|
|
|
919
|
Mairs & Power Inc
St Paul,
Minnesota
|
$5.18M
|
-$293K
|
-3,302
|
-5%
|
|
|
920
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5.18M
|
-$33.2K
|
-374
|
-0.7%
|
|
|
921
|
Murphy Capital Management
Bedminster,
New Jersey
|
$5.17M
|
+$6.38K
|
+72
|
+0.1%
|
|
|
922
|
Caldwell Trust
Venice,
Florida
|
$5.17M
|
+$139K
|
+1,568
|
+3%
|
|
|
923
|
Westfield Capital Management
Boston,
Massachusetts
|
$5.15M
|
+$5.01M
|
+56,511
|
New
|
|
|
924
|
Excalibur Management
Waltham,
Massachusetts
|
$5.14M
|
-$840K
|
-9,474
|
-14%
|
|
|
925
|
American Portfolios Advisors
Holbrook,
New York
|
$5.13M
|
+$869K
|
+9,807
|
+21%
|
|
