|
101
|
Trivest Advisors
Hong Kong
|
$2.04M
|
+$1.84M
|
+58,950
|
New
|
|
|
102
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$2.01M
|
+$810K
|
+25,885
|
+80%
|
|
|
103
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.98M
|
-$99.6K
|
-3,182
|
-5%
|
|
|
104
|
Midwest Trust
Overland Park,
Kansas
|
$1.88M
|
+$12.7K
|
+406
|
+0.8%
|
|
|
105
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.77M
|
-$4.69K
|
-150
|
-0.3%
|
|
|
106
|
|
$1.76M
|
-$926K
|
-29,599
|
-37%
|
|
|
107
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.74M
|
+$1.58M
|
+50,400
|
New
|
|
|
108
|
|
$1.74M
|
+$1.57M
|
+50,252
|
New
|
|
|
109
|
Greenland Capital Management
New York
|
$1.73M
|
+$1.56M
|
+49,972
|
New
|
|
|
110
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.62M
|
+$314K
|
+10,033
|
+27%
|
|
|
111
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.61M
|
+$277K
|
+8,866
|
+23%
|
|
|
112
|
Brooklyn Investment Group
Brooklyn,
New York
|
$1.6M
|
+$560K
|
+17,880
|
+63%
|
|
|
113
|
Guggenheim Capital
Chicago,
Illinois
|
$1.55M
|
-$163K
|
-5,220
|
-10%
|
|
|
114
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.49M
|
+$23.8K
|
+762
|
+2%
|
|
|
115
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.43M
|
+$275K
|
+8,792
|
+27%
|
|
|
116
|
Crossmark Global Holdings
Houston,
Texas
|
$1.43M
|
-$790K
|
-25,248
|
-38%
|
|
|
117
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.38M
|
+$1.25M
|
+39,835
|
New
|
|
|
118
|
Mercer Global Advisors
Denver,
Colorado
|
$1.35M
|
+$277K
|
+8,849
|
+29%
|
|
|
119
|
Nova R Wealth
Overland Park,
Kansas
|
$1.34M
|
-$15.2K
|
-485
|
-1%
|
|
|
120
|
IEQ Capital
Foster City,
California
|
$1.28M
|
+$303K
|
+9,687
|
+35%
|
|
|
121
|
Bank of New York Mellon
New York
|
$1.28M
|
+$192K
|
+6,143
|
+20%
|
|
|
122
|
Paloma Partners
Greenwich,
Connecticut
|
$1.21M
|
-$219K
|
-7,000
|
-17%
|
|
|
123
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.19M
|
+$494K
|
+15,798
|
+85%
|
|
|
124
|
Equitable Holdings
New York
|
$1.18M
|
+$1.07M
|
+34,036
|
New
|
|
|
125
|
Natixis Advisors
Boston,
Massachusetts
|
$1.16M
|
+$310K
|
+9,898
|
+42%
|
|
