|
301
|
Arden Trust
Wilmington,
Delaware
|
$5.74M
|
-$139K
|
-3,795
|
-2%
|
|
|
302
|
Aspiriant LLC
Los Angeles,
California
|
$5.71M
|
-$843K
|
-23,010
|
-13%
|
|
|
303
|
Bank of the West
Monterey Park,
California
|
$5.64M
|
-$74.9K
|
-2,045
|
-1%
|
|
|
304
|
Capital Fund Management (CFM)
Paris,
France
|
$5.61M
|
+$5.75M
|
+156,858
|
New
|
|
|
305
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$5.59M
|
+$209K
|
+5,709
|
+4%
|
|
|
306
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$5.45M
|
+$1.24M
|
+33,722
|
+28%
|
|
|
307
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5.42M
|
-$982K
|
-26,817
|
-15%
|
|
|
308
|
WrapManager Inc
Mill Valley,
California
|
$5.41M
|
-$323K
|
-8,818
|
-6%
|
|
|
309
|
Henshaw Capital
Woburn,
Massachusetts
|
$5.37M
|
+$5.49M
|
+150,000
|
New
|
|
|
310
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$5.36M
|
+$5.49M
|
+149,769
|
New
|
|
|
311
|
Kanawha Capital Management
Richmond,
Virginia
|
$5.32M
|
-$527K
|
-14,385
|
-9%
|
|
|
312
|
Salient Capital Advisors
Houston,
Texas
|
$5.3M
|
-$185K
|
-5,046
|
-3%
|
|
|
313
|
Courier Capital
Buffalo,
New York
|
$5.29M
|
+$193K
|
+5,262
|
+4%
|
|
|
314
|
Rex Capital Advisors
Providence,
Rhode Island
|
$5.22M
|
+$446K
|
+12,185
|
+9%
|
|
|
315
|
BlackRock Investment Management
Wilmington,
Delaware
|
$5.21M
|
+$5.18M
|
+141,524
|
+3,594%
|
|
|
316
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.16M
|
+$1.45M
|
+39,488
|
+38%
|
|
|
317
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$5.16M
|
-$350K
|
-9,564
|
-6%
|
|
|
318
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.15M
|
+$1.47M
|
+40,060
|
+39%
|
|
|
319
|
Telos Capital Management
San Diego,
California
|
$5.15M
|
+$145K
|
+3,955
|
+3%
|
|
|
320
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$5.02M
|
–
|
–
|
–
|
|
|
321
|
Bristlecone Advisors
Bellevue,
Washington
|
$4.96M
|
-$5.2K
|
-142
|
-0.1%
|
|
|
322
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$4.88M
|
-$918K
|
-25,061
|
-16%
|
|
|
323
|
Credit Suisse
Zurich,
Switzerland
|
$4.76M
|
-$14.1M
|
-386,165
|
-74%
|
|
|
324
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.73M
|
-$1.47K
|
-40
|
-0%
|
|
|
325
|
Cohen Klingenstein
New York
|
$4.72M
|
–
|
–
|
–
|
|
