|
101
|
Perella Weinberg Partners Capital Management
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
102
|
BOK Financial
Tulsa,
Oklahoma
|
$1.45M
|
+$1.45M
|
+24,031
|
New
|
|
|
103
|
DeDora Capital
Napa,
California
|
$1.43M
|
+$5.53K
|
+92
|
+0.4%
|
|
|
104
|
|
$1.4M
|
+$1.33M
|
+22,086
|
+2,051%
|
|
|
105
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.39M
|
+$378K
|
+6,280
|
+38%
|
|
|
106
|
ProVise Management Group
Clearwater,
Florida
|
$1.37M
|
+$171K
|
+2,850
|
+14%
|
|
|
107
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.36M
|
+$1.06M
|
+17,548
|
+351%
|
|
|
108
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.35M
|
+$1.34M
|
+22,281
|
New
|
|
|
109
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.34M
|
-$1.25M
|
-20,700
|
-48%
|
|
|
110
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.31M
|
–
|
–
|
–
|
|
|
111
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.28M
|
-$7.22K
|
-120
|
-0.6%
|
|
|
112
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.2M
|
+$1.2M
|
+19,887
|
New
|
|
|
113
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.1M
|
+$130K
|
+2,157
|
+13%
|
|
|
114
|
LGL Partners
Philadelphia,
Pennsylvania
|
$1.06M
|
-$126K
|
-2,097
|
-11%
|
|
|
115
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$1.05M
|
–
|
–
|
–
|
|
|
116
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.03M
|
-$17.2K
|
-286
|
-2%
|
|
|
117
|
Seizert Capital Partners
Birmingham,
Michigan
|
$1.01M
|
+$1.01M
|
+16,790
|
New
|
|
|
118
|
Howe & Rusling
Rochester,
New York
|
$999K
|
+$58.5K
|
+973
|
+6%
|
|
|
119
|
Stephens Inc
Little Rock,
Arkansas
|
$990K
|
+$986K
|
+16,390
|
New
|
|
|
120
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$976K
|
-$86.7K
|
-1,442
|
-8%
|
|
|
121
|
UBP Investment Advisors
Geneva,
Switzerland
|
$900K
|
+$60
|
+1
|
+0%
|
|
|
122
|
IberiaBank
Lafayette,
Louisiana
|
$900K
|
+$70K
|
+1,164
|
+8%
|
|
|
123
|
Whittier Trust
South Pasadena,
California
|
$893K
|
-$764K
|
-12,708
|
-46%
|
|
|
124
|
Two Sigma Securities
New York
|
$879K
|
-$241K
|
-4,012
|
-22%
|
|
|
125
|
Millennium Management
New York
|
$862K
|
-$627K
|
-10,419
|
-42%
|
|
