|
1826
|
Concentric Wealth Management
Lafayette,
California
|
$6.08M
|
-$220K
|
-1,500
|
-4%
|
|
|
1827
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$6.08M
|
+$13.8K
|
+94
|
+0.2%
|
|
|
1828
|
Tikehau Investment Management
Paris,
France
|
$6.07M
|
-$20.5M
|
-139,830
|
-78%
|
|
|
1829
|
|
$6.07M
|
-$9.59M
|
-65,246
|
-63%
|
|
|
1830
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.06M
|
+$310K
|
+2,107
|
+7%
|
|
|
1831
|
Hendershot Investments
Centreville,
Virginia
|
$6.06M
|
-$87.3K
|
-594
|
-2%
|
|
|
1832
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.06M
|
-$285K
|
-1,937
|
-5%
|
|
|
1833
|
Knuff & Co
Foster City,
California
|
$6.06M
|
+$458K
|
+3,115
|
+9%
|
|
|
1834
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$6.05M
|
-$77.1K
|
-525
|
-1%
|
|
|
1835
|
Wealthspire Advisors (New York)
New York
|
$6.05M
|
+$991K
|
+6,747
|
+21%
|
|
|
1836
|
Catalyst Capital Advisors
Huntington,
New York
|
$6.04M
|
-$499K
|
-3,400
|
-8%
|
|
|
1837
|
Bruderman Asset Management
Locust Valley,
New York
|
$6.04M
|
-$1.77M
|
-12,048
|
-24%
|
|
|
1838
|
PFG Advisors
Phoenix,
Arizona
|
$6.03M
|
+$88.9K
|
+605
|
+2%
|
|
|
1839
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$6.03M
|
-$117K
|
-794
|
-2%
|
|
|
1840
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$6.03M
|
–
|
–
|
–
|
|
|
1841
|
Columbia Trust
Portland,
Oregon
|
$6.02M
|
+$5.61M
|
+38,190
|
New
|
|
|
1842
|
IndexIQ Advisors
New York
|
$6M
|
+$1.51M
|
+10,266
|
+37%
|
|
|
1843
|
Jackson Square Capital
San Francisco,
California
|
$6M
|
+$5.59M
|
+38,019
|
New
|
|
|
1844
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.99M
|
-$154K
|
-1,046
|
-3%
|
|
|
1845
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$5.98M
|
-$22.3K
|
-152
|
-0.4%
|
|
|
1846
|
Investment Counsel
Petoskey,
Michigan
|
$5.98M
|
-$72K
|
-490
|
-1%
|
|
|
1847
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.96M
|
+$852K
|
+5,801
|
+18%
|
|
|
1848
|
Glassman Wealth Services
Vienna,
Virginia
|
$5.96M
|
+$45.2K
|
+308
|
+0.8%
|
|
|
1849
|
Sargent Investment Group
Bethesda,
Maryland
|
$5.94M
|
+$782K
|
+5,320
|
+16%
|
|
|
1850
|
Dudley & Shanley
Palm Beach,
Florida
|
$5.93M
|
–
|
–
|
–
|
|
