|
626
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.5M
|
+$3.02M
|
+19,123
|
+38%
|
|
|
627
|
|
$10.5M
|
+$3.1M
|
+19,628
|
+40%
|
|
|
628
|
Bull Street Advisors
Savannah,
Georgia
|
$10.4M
|
-$182K
|
-1,149
|
-2%
|
|
|
629
|
Empirical Wealth Management
Seattle,
Washington
|
$10.4M
|
+$686K
|
+4,338
|
+7%
|
|
|
630
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$10.4M
|
+$474
|
+3
|
+0%
|
|
|
631
|
OFI Invest Asset Management
Paris,
France
|
$10.3M
|
-$13M
|
-82,500
|
-51%
|
|
|
632
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$10.3M
|
+$742K
|
+4,692
|
+7%
|
|
|
633
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$10.3M
|
-$832K
|
-5,261
|
-7%
|
|
|
634
|
Coldstream Capital Management
Bellevue,
Washington
|
$10.2M
|
-$508K
|
-3,210
|
-5%
|
|
|
635
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$10.2M
|
-$278K
|
-1,761
|
-3%
|
|
|
636
|
|
$10.2M
|
-$134K
|
-850
|
-1%
|
|
|
637
|
Osprey Private Wealth
New York
|
$10.2M
|
+$143K
|
+903
|
+1%
|
|
|
638
|
Silvant Capital Management
Atlanta,
Georgia
|
$10.2M
|
+$559K
|
+3,535
|
+6%
|
|
|
639
|
NBT Bank
Norwich,
New York
|
$10.2M
|
+$52.2K
|
+330
|
+0.5%
|
|
|
640
|
Douglass Winthrop Advisors
New York
|
$10.2M
|
+$72.3K
|
+457
|
+0.7%
|
|
|
641
|
Global Retirement Partners
San Rafael,
California
|
$10.1M
|
+$10.6M
|
+66,948
|
New
|
|
|
642
|
Sigma Investment Counselors
Northville,
Michigan
|
$10M
|
-$1.05M
|
-6,654
|
-9%
|
|
|
643
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$10M
|
+$35.6K
|
+225
|
+0.3%
|
|
|
644
|
Boston Family Office
Boston,
Massachusetts
|
$10M
|
+$1.95M
|
+12,338
|
+23%
|
|
|
645
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$10M
|
-$670K
|
-4,235
|
-6%
|
|
|
646
|
Principal Securities
Des Moines,
Iowa
|
$9.97M
|
-$11.9K
|
-75
|
-0.1%
|
|
|
647
|
Waverly Advisors
Birmingham,
Alabama
|
$9.97M
|
-$770K
|
-4,869
|
-7%
|
|
|
648
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$9.83M
|
+$795K
|
+5,029
|
+8%
|
|
|
649
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$9.82M
|
-$1.6M
|
-10,131
|
-14%
|
|
|
650
|
KWMG LLC
Overland Park,
Kansas
|
$9.78M
|
+$51.1K
|
+323
|
+0.5%
|
|
