|
501
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
–
|
–
|
–
|
|
|
502
|
Capital Fund Management (CFM)
Paris,
France
|
$12.2M
|
+$12.6M
|
+938,200
|
New
|
|
|
503
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$12.2M
|
+$1.55M
|
+115,800
|
+14%
|
|
|
504
|
UMB Bank
Kansas City,
Missouri
|
$12.1M
|
+$1.29M
|
+96,520
|
+12%
|
|
|
505
|
Private Wealth Partners
Mill Valley,
California
|
$12.1M
|
+$48.7K
|
+3,640
|
+0.4%
|
|
|
506
|
Valeo Financial Advisors
Carmel,
Indiana
|
$12.1M
|
+$9.87M
|
+737,360
|
+397%
|
|
|
507
|
Atika Capital Management
New York
|
$12M
|
-$1.18M
|
-88,000
|
-9%
|
|
|
508
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12M
|
+$4.77M
|
+356,560
|
+64%
|
|
|
509
|
Cetera Advisor Networks
El Segundo,
California
|
$11.9M
|
+$868K
|
+64,840
|
+8%
|
|
|
510
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.9M
|
+$177K
|
+13,240
|
+1%
|
|
|
511
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$11.8M
|
-$1.11M
|
-82,960
|
-8%
|
|
|
512
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$11.8M
|
+$26.8K
|
+2,000
|
+0.2%
|
|
|
513
|
Enterprise Trust & Investment
Los Gatos,
California
|
$11.8M
|
+$206K
|
+15,400
|
+2%
|
|
|
514
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$11.8M
|
–
|
–
|
–
|
|
|
515
|
Calamos Wealth Management
Naperville,
Illinois
|
$11.8M
|
+$425K
|
+31,720
|
+4%
|
|
|
516
|
Kintegral Advisory
New York
|
$11.7M
|
–
|
–
|
–
|
|
|
517
|
Vestor Capital
Chicago,
Illinois
|
$11.7M
|
-$1.06M
|
-78,920
|
-8%
|
|
|
518
|
HM Payson & Co
Portland,
Maine
|
$11.6M
|
+$1.62M
|
+120,920
|
+16%
|
|
|
519
|
Trybe Capital Management
Greenwich,
Connecticut
|
$11.6M
|
+$11.9M
|
+890,400
|
New
|
|
|
520
|
First National Trust
Hermitage,
Pennsylvania
|
$11.6M
|
+$418K
|
+31,200
|
+4%
|
|
|
521
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$11.6M
|
+$291K
|
+21,760
|
+3%
|
|
|
522
|
Wedbush Securities
Los Angeles,
California
|
$11.6M
|
+$320K
|
+23,920
|
+3%
|
|
|
523
|
SeaTown Holdings
Singapore
|
$11.5M
|
–
|
–
|
–
|
|
|
524
|
Decatur Capital Management
Decatur,
Georgia
|
$11.5M
|
-$3.98M
|
-297,000
|
-25%
|
|
|
525
|
IBM Retirement Fund
Armonk,
New York
|
$11.4M
|
+$1.03M
|
+76,840
|
+10%
|
|
