|
551
|
Williams Jones Wealth Management
New York
|
$2.21M
|
–
|
–
|
–
|
|
|
552
|
Strategic Advisors
New York
|
$2.2M
|
+$189K
|
+406
|
+10%
|
|
|
553
|
Mattson Financial Services
Kentwood,
Michigan
|
$2.18M
|
+$453K
|
+973
|
+30%
|
|
|
554
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$2.17M
|
-$80.6K
|
-173
|
-4%
|
|
|
555
|
Howard Capital Management
Roswell,
Georgia
|
$2.16M
|
+$315K
|
+677
|
+19%
|
|
|
556
|
|
$2.15M
|
+$85.7K
|
+184
|
+5%
|
|
|
557
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$2.15M
|
-$136K
|
-291
|
-6%
|
|
|
558
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.15M
|
+$737K
|
+1,582
|
+61%
|
|
|
559
|
Optimize Financial
Laguna Hills,
California
|
$2.14M
|
-$14K
|
-30
|
-0.7%
|
|
|
560
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.11M
|
+$499K
|
+1,071
|
+35%
|
|
|
561
|
Shell Asset Management
The Hague,
Netherlands
|
$2.11M
|
+$759K
|
+1,630
|
+66%
|
|
|
562
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.06M
|
-$564K
|
-1,210
|
-23%
|
|
|
563
|
Paloma Partners
Greenwich,
Connecticut
|
$2.05M
|
+$1.86M
|
+4,000
|
New
|
|
|
564
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.02M
|
+$28.4K
|
+61
|
+2%
|
|
|
565
|
HighVista Strategies
Boston,
Massachusetts
|
$2M
|
+$373K
|
+800
|
+26%
|
|
|
566
|
KeyBank National Association
Cleveland,
Ohio
|
$1.98M
|
+$66.6K
|
+143
|
+4%
|
|
|
567
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.97M
|
+$208K
|
+447
|
+13%
|
|
|
568
|
1776 Wealth
Atlanta,
Georgia
|
$1.95M
|
-$32.6K
|
-70
|
-2%
|
|
|
569
|
SignatureFD
Atlanta,
Georgia
|
$1.95M
|
+$90.4K
|
+194
|
+5%
|
|
|
570
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.94M
|
-$213K
|
-458
|
-11%
|
|
|
571
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$1.92M
|
+$167K
|
+358
|
+11%
|
|
|
572
|
Keeler Thomas Management
Orem,
Utah
|
$1.92M
|
+$1.74M
|
+3,737
|
New
|
|
|
573
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.91M
|
+$9.32K
|
+20
|
+0.5%
|
|
|
574
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.91M
|
+$178K
|
+383
|
+11%
|
|
|
575
|
SP Asset Management
Cupertino,
California
|
$1.9M
|
–
|
–
|
–
|
|
