|
326
|
Welch & Forbes
Boston,
Massachusetts
|
$2.68M
|
+$765K
|
+12,632
|
+35%
|
|
|
327
|
Venture Visionary Partners
Sylvania,
Ohio
|
$2.68M
|
+$586K
|
+9,665
|
+25%
|
|
|
328
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.67M
|
-$249K
|
-4,109
|
-8%
|
|
|
329
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$2.63M
|
-$1.3M
|
-21,428
|
-31%
|
|
|
330
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$2.6M
|
-$90.9K
|
-1,500
|
-3%
|
|
|
331
|
Davenport & Co
Richmond,
Virginia
|
$2.57M
|
-$261K
|
-4,302
|
-8%
|
|
|
332
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.57M
|
+$79.7K
|
+1,316
|
+3%
|
|
|
333
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.5M
|
+$374K
|
+6,180
|
+16%
|
|
|
334
|
Sepio Capital
Salt Lake City,
Utah
|
$2.5M
|
+$69.3K
|
+1,144
|
+3%
|
|
|
335
|
RiverPark Advisors
New York
|
$2.48M
|
+$111K
|
+1,838
|
+4%
|
|
|
336
|
Westside Investment Management
Santa Monica,
California
|
$2.48M
|
–
|
–
|
–
|
|
|
337
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$2.44M
|
-$292K
|
-4,821
|
-10%
|
|
|
338
|
Parkwood LLC
Cleveland,
Ohio
|
$2.41M
|
-$122K
|
-2,017
|
-4%
|
|
|
339
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$2.4M
|
-$606K
|
-10,000
|
-19%
|
|
|
340
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.39M
|
+$1.49M
|
+24,573
|
+128%
|
|
|
341
|
Procyon Advisors
Shelton,
Connecticut
|
$2.38M
|
+$1.11M
|
+18,251
|
+72%
|
|
|
342
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.36M
|
+$13K
|
+214
|
+0.5%
|
|
|
343
|
Mercer Global Advisors
Denver,
Colorado
|
$2.35M
|
+$121K
|
+1,999
|
+5%
|
|
|
344
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$2.35M
|
+$671K
|
+11,078
|
+35%
|
|
|
345
|
Resolute Advisors
San Francisco,
California
|
$2.31M
|
–
|
–
|
–
|
|
|
346
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$2.26M
|
-$646K
|
-10,665
|
-20%
|
|
|
347
|
NWK Group
San Francisco,
California
|
$2.26M
|
+$2.51M
|
+41,472
|
New
|
|
|
348
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$2.26M
|
+$424K
|
+6,997
|
+20%
|
|
|
349
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$2.22M
|
-$653K
|
-10,776
|
-21%
|
|
|
350
|
AssetMark Inc
Concord,
California
|
$2.22M
|
+$340K
|
+5,611
|
+16%
|
|
