|
501
|
Freestone Capital Holdings
Seattle,
Washington
|
$19.3M
|
+$4M
|
+14,652
|
+27%
|
|
|
502
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$19.1M
|
-$45.8K
|
-168
|
-0.2%
|
|
|
503
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19M
|
-$115K
|
-420
|
-0.6%
|
|
|
504
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18.9M
|
-$2.83M
|
-10,383
|
-13%
|
|
|
505
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$18.9M
|
+$1.06M
|
+3,870
|
+6%
|
|
|
506
|
Altiora Financial Group
Lebanon,
Ohio
|
$18.7M
|
+$754K
|
+2,766
|
+4%
|
|
|
507
|
ArchPoint Investors
Coral Gables,
Florida
|
$18.7M
|
–
|
–
|
–
|
|
|
508
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$18.4M
|
+$17.7M
|
+65,044
|
New
|
|
|
509
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$18.3M
|
+$340K
|
+1,248
|
+2%
|
|
|
510
|
Sinecera Capital
Austin,
Texas
|
$18.3M
|
+$2.37M
|
+8,676
|
+16%
|
|
|
511
|
Community Bank
Dewitt,
New York
|
$18.2M
|
–
|
–
|
–
|
|
|
512
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$18.1M
|
+$17.5M
|
+64,000
|
New
|
|
|
513
|
Cascade Financial Partners
San Diego,
California
|
$18.1M
|
-$583K
|
-2,136
|
-3%
|
|
|
514
|
Arax Advisory Partners
Denver,
Colorado
|
$18M
|
+$176K
|
+645
|
+1%
|
|
|
515
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$17.9M
|
-$25.9K
|
-95
|
-0.1%
|
|
|
516
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$17.9M
|
+$1.5M
|
+5,496
|
+10%
|
|
|
517
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$17.8M
|
+$83.7K
|
+307
|
+0.5%
|
|
|
518
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$17.8M
|
-$1.73M
|
-6,335
|
-9%
|
|
|
519
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$17.6M
|
+$1.67M
|
+6,124
|
+11%
|
|
|
520
|
Lodestar Private Asset Management
Alamo,
California
|
$17.5M
|
+$52.9K
|
+194
|
+0.3%
|
|
|
521
|
5th Street Advisors
Southport,
Connecticut
|
$17.5M
|
-$435K
|
-1,596
|
-3%
|
|
|
522
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$17.4M
|
-$691K
|
-2,534
|
-4%
|
|
|
523
|
SignatureFD
Atlanta,
Georgia
|
$17.4M
|
+$1.23M
|
+4,503
|
+8%
|
|
|
524
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$17.3M
|
-$706K
|
-2,590
|
-4%
|
|
|
525
|
Compass Advisory Group
Melville,
New York
|
$17.3M
|
+$6.82K
|
+25
|
+0%
|
|
