|
251
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$3.07M
|
+$3.68M
|
+74,750
|
New
|
|
|
252
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$3.03M
|
-$15K
|
-305
|
-0.4%
|
|
|
253
|
Evercore Wealth Management
New York
|
$3.03M
|
-$1.78M
|
-36,093
|
-33%
|
|
|
254
|
Northeast Financial Consultants
Westport,
Connecticut
|
$3.02M
|
-$1.04M
|
-21,172
|
-22%
|
|
|
255
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.01M
|
-$262K
|
-5,333
|
-7%
|
|
|
256
|
PagnatoKarp Partners
Reston,
Virginia
|
$2.86M
|
+$3.43M
|
+69,789
|
New
|
|
|
257
|
Gould Asset Management
Claremont,
California
|
$2.86M
|
-$2.02M
|
-40,985
|
-37%
|
|
|
258
|
DeDora Capital
Napa,
California
|
$2.86M
|
+$152K
|
+3,096
|
+5%
|
|
|
259
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.85M
|
-$274K
|
-5,565
|
-7%
|
|
|
260
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2.75M
|
–
|
–
|
–
|
|
|
261
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.73M
|
–
|
–
|
–
|
|
|
262
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.72M
|
-$124K
|
-2,527
|
-4%
|
|
|
263
|
Oxford Financial Group
Carmel,
Indiana
|
$2.71M
|
-$358K
|
-7,275
|
-10%
|
|
|
264
|
DF Dent & Co
Baltimore,
Maryland
|
$2.67M
|
-$170K
|
-3,454
|
-5%
|
|
|
265
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$2.66M
|
+$3.19M
|
+64,879
|
New
|
|
|
266
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.64M
|
+$191K
|
+3,892
|
+6%
|
|
|
267
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.63M
|
-$389K
|
-7,911
|
-11%
|
|
|
268
|
Boston Family Office
Boston,
Massachusetts
|
$2.59M
|
-$25K
|
-509
|
-0.8%
|
|
|
269
|
Allianz Asset Management
Munich,
Germany
|
$2.58M
|
-$90.2K
|
-1,834
|
-3%
|
|
|
270
|
Summit Financial Group
Moorefield,
West Virginia
|
$2.56M
|
-$48.2K
|
-980
|
-2%
|
|
|
271
|
Voloridge Investment Management
Jupiter,
Florida
|
$2.55M
|
+$3.06M
|
+62,200
|
New
|
|
|
272
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.54M
|
+$44.6K
|
+907
|
+1%
|
|
|
273
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$2.51M
|
+$3.01M
|
+61,281
|
New
|
|
|
274
|
AdvicePeriod
Los Angeles,
California
|
$2.48M
|
-$3.32M
|
-67,535
|
-53%
|
|
|
275
|
City of London Investment Management
London,
United Kingdom
|
$2.46M
|
-$77.9K
|
-1,584
|
-3%
|
|
