|
301
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$2.5M
|
–
|
–
|
–
|
|
|
302
|
Lion Street Advisors
Austin,
Texas
|
$2.49M
|
+$1.48M
|
+26,478
|
+225%
|
|
|
303
|
|
$2.47M
|
+$716K
|
+12,807
|
+41%
|
|
|
304
|
Prudent Man Advisors
Naperville,
Illinois
|
$2.46M
|
-$60.9K
|
-1,089
|
-2%
|
|
|
305
|
Oppenheimer & Co
New York
|
$2.43M
|
+$79.6K
|
+1,424
|
+3%
|
|
|
306
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.37M
|
+$132K
|
+2,362
|
+6%
|
|
|
307
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.35M
|
+$1.92M
|
+34,369
|
+452%
|
|
|
308
|
Sicart Associates
New York
|
$2.35M
|
–
|
–
|
–
|
|
|
309
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$2.31M
|
+$2.33M
|
+41,698
|
New
|
|
|
310
|
Bank of New York Mellon
New York
|
$2.31M
|
+$272K
|
+4,872
|
+13%
|
|
|
311
|
Leo Brokerage
Hurst,
Texas
|
$2.31M
|
-$1.16M
|
-20,706
|
-33%
|
|
|
312
|
BFSG LLC
Irvine,
California
|
$2.29M
|
+$471K
|
+8,430
|
+26%
|
|
|
313
|
Nikulski Financial
Bettendorf,
Iowa
|
$2.24M
|
+$184K
|
+3,293
|
+9%
|
|
|
314
|
Clayton Partners
Berkeley,
California
|
$2.22M
|
+$839K
|
+15,010
|
+61%
|
|
|
315
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$2.22M
|
+$50.7K
|
+907
|
+2%
|
|
|
316
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.22M
|
+$143K
|
+2,559
|
+7%
|
|
|
317
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$2.22M
|
–
|
–
|
–
|
|
|
318
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$2.21M
|
-$332K
|
-5,933
|
-13%
|
|
|
319
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.21M
|
-$145K
|
-2,592
|
-6%
|
|
|
320
|
Morton Capital Management
Calabasas,
California
|
$2.17M
|
–
|
–
|
–
|
|
|
321
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$2.17M
|
+$2.16M
|
+38,703
|
New
|
|
|
322
|
Comprehensive Financial Management
Los Gatos,
California
|
$2.16M
|
–
|
–
|
–
|
|
|
323
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.12M
|
+$8.78K
|
+157
|
+0.4%
|
|
|
324
|
Boston Family Office
Boston,
Massachusetts
|
$2.1M
|
+$32.3K
|
+577
|
+2%
|
|
|
325
|
S&T Bank
Indiana,
Pennsylvania
|
$2.07M
|
–
|
–
|
–
|
|
