|
601
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.31M
|
+$210K
|
+1,797
|
+3%
|
|
|
602
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$6.31M
|
+$360K
|
+3,075
|
+6%
|
|
|
603
|
Ascent Wealth Partners
New Hartford,
New York
|
$6.3M
|
-$61.4K
|
-524
|
-0.9%
|
|
|
604
|
ProVise Management Group
Clearwater,
Florida
|
$6.25M
|
-$60.8K
|
-519
|
-0.9%
|
|
|
605
|
Calamos Wealth Management
Naperville,
Illinois
|
$6.21M
|
+$66.3K
|
+566
|
+1%
|
|
|
606
|
Kercheville Advisors
San Antonio,
Texas
|
$6.21M
|
+$468K
|
+4,001
|
+8%
|
|
|
607
|
HCR Wealth Advisors
Los Angeles,
California
|
$6.2M
|
-$34.9K
|
-298
|
-0.5%
|
|
|
608
|
Stonebridge Capital Management
Los Angeles,
California
|
$6.17M
|
-$84.9K
|
-725
|
-1%
|
|
|
609
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.16M
|
+$159K
|
+1,360
|
+2%
|
|
|
610
|
Community Financial Services Group
Newport,
Vermont
|
$6.1M
|
+$434K
|
+3,709
|
+7%
|
|
|
611
|
Evercore Wealth Management
New York
|
$6.1M
|
-$148K
|
-1,267
|
-2%
|
|
|
612
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.1M
|
-$19.4K
|
-166
|
-0.3%
|
|
|
613
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.1M
|
-$99.8K
|
-852
|
-2%
|
|
|
614
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$6.09M
|
+$167K
|
+1,425
|
+3%
|
|
|
615
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$6.07M
|
+$54.1K
|
+462
|
+0.8%
|
|
|
616
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$6.04M
|
-$328K
|
-2,800
|
-5%
|
|
|
617
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$6.04M
|
+$107K
|
+911
|
+2%
|
|
|
618
|
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
$6.03M
|
+$17.2K
|
+147
|
+0.3%
|
|
|
619
|
R.M. Davis Inc
Portland,
Maine
|
$6M
|
-$88.3K
|
-754
|
-1%
|
|
|
620
|
Harvest Volatility Management
Norwalk,
Connecticut
|
$6M
|
+$2.41M
|
+20,556
|
+61%
|
|
|
621
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6M
|
+$270K
|
+2,305
|
+4%
|
|
|
622
|
Hamel Associates
Chatham,
New Jersey
|
$5.94M
|
-$141K
|
-1,207
|
-2%
|
|
|
623
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$5.92M
|
-$6.21K
|
-53
|
-0.1%
|
|
|
624
|
Minot Wealth Management
Westwood,
Massachusetts
|
$5.87M
|
+$376K
|
+3,214
|
+6%
|
|
|
625
|
NFJ Investment Group
Dallas,
Texas
|
$5.86M
|
+$1.16M
|
+9,903
|
+23%
|
|
