|
551
|
Cohen Klingenstein
New York
|
$6.34M
|
–
|
–
|
–
|
|
|
552
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.3M
|
+$6.52M
|
+69,485
|
+2,526%
|
|
|
553
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.29M
|
-$992K
|
-10,561
|
-13%
|
|
|
554
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.27M
|
-$193K
|
-2,055
|
-3%
|
|
|
555
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$6.24M
|
-$2.93M
|
-31,230
|
-30%
|
|
|
556
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$6.21M
|
-$262K
|
-2,795
|
-4%
|
|
|
557
|
Hourglass Capital
Houston,
Texas
|
$6.18M
|
-$1.77M
|
-18,877
|
-21%
|
|
|
558
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.16M
|
-$33.5K
|
-357
|
-0.5%
|
|
|
559
|
Sawyer & Company
Boston,
Massachusetts
|
$6.09M
|
+$15.2K
|
+162
|
+0.2%
|
|
|
560
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.07M
|
-$4.35M
|
-46,295
|
-38%
|
|
|
561
|
Westwood Holdings Group
Dallas,
Texas
|
$6.05M
|
+$2.53M
|
+26,918
|
+63%
|
|
|
562
|
Caprock Group
Boise,
Idaho
|
$6.03M
|
+$33.9K
|
+361
|
+0.5%
|
|
|
563
|
Gifford Fong Associates
Lafayette,
California
|
$6.02M
|
–
|
–
|
–
|
|
|
564
|
Stokes Family Office
New Orleans,
Louisiana
|
$6M
|
+$94.5K
|
+1,006
|
+1%
|
|
|
565
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$5.97M
|
-$939K
|
-10,000
|
-13%
|
|
|
566
|
Arrow Financial
Glens Falls,
New York
|
$5.92M
|
+$307K
|
+3,274
|
+5%
|
|
|
567
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$5.92M
|
+$925K
|
+9,854
|
+17%
|
|
|
568
|
Concentric Wealth Management
Lafayette,
California
|
$5.9M
|
-$49.3K
|
-525
|
-0.8%
|
|
|
569
|
Barrett Asset Management
New York
|
$5.85M
|
+$524K
|
+5,581
|
+9%
|
|
|
570
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$5.84M
|
-$469K
|
-5,000
|
-7%
|
|
|
571
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$5.84M
|
-$26.4K
|
-281
|
-0.4%
|
|
|
572
|
Empirical Wealth Management
Seattle,
Washington
|
$5.77M
|
+$1.59M
|
+16,926
|
+34%
|
|
|
573
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.75M
|
-$91.1K
|
-970
|
-1%
|
|
|
574
|
HB Wealth Management
Atlanta,
Georgia
|
$5.75M
|
+$6.19M
|
+65,886
|
New
|
|
|
575
|
Chicago Trust
Grayslake,
Illinois
|
$5.73M
|
-$229K
|
-2,439
|
-4%
|
|
