|
201
|
American Financial Group
Cincinnati,
Ohio
|
$1.44M
|
–
|
–
|
–
|
|
|
202
|
Delta Capital Management
Red Bank,
New Jersey
|
$1.44M
|
-$26K
|
-1,200
|
-1%
|
|
|
203
|
Welch & Forbes
Boston,
Massachusetts
|
$1.43M
|
-$321K
|
-14,807
|
-15%
|
|
|
204
|
Bluefin Capital Management
New York
|
$1.42M
|
-$498K
|
-22,982
|
Closed
|
|
|
205
|
Belpointe Asset Management
Reno,
Nevada
|
$1.41M
|
-$874K
|
-40,355
|
-33%
|
|
|
206
|
KeyBank National Association
Cleveland,
Ohio
|
$1.41M
|
-$48.3K
|
-2,231
|
-3%
|
|
|
207
|
Capstone Investment Advisors
New York
|
$1.41M
|
+$1.74M
|
+80,580
|
New
|
|
|
208
|
Poehling Capital Management
Madison,
Wisconsin
|
$1.41M
|
+$33.2K
|
+1,535
|
+2%
|
|
|
209
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.4M
|
-$125K
|
-5,775
|
-7%
|
|
|
210
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.36M
|
+$172K
|
+7,950
|
+11%
|
|
|
211
|
Commerce Bank
Kansas City,
Missouri
|
$1.35M
|
-$70.9K
|
-3,277
|
-4%
|
|
|
212
|
First Allied Advisory Services
San Diego,
California
|
$1.35M
|
-$593K
|
-27,384
|
-26%
|
|
|
213
|
Hoertkorn Richard Charles
|
$1.32M
|
-$234K
|
-10,800
|
-13%
|
|
|
214
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.32M
|
-$744K
|
-34,356
|
-31%
|
|
|
215
|
Winning Points Advisors
Boca Raton,
Florida
|
$1.28M
|
-$41.1K
|
-1,900
|
-3%
|
|
|
216
|
Guggenheim Capital
Chicago,
Illinois
|
$1.28M
|
-$344K
|
-15,891
|
-18%
|
|
|
217
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.26M
|
+$103K
|
+4,770
|
+7%
|
|
|
218
|
Lynch & Associates
Newburgh,
Indiana
|
$1.26M
|
-$193K
|
-8,896
|
-11%
|
|
|
219
|
Burney Company
Reston,
Virginia
|
$1.26M
|
-$550K
|
-25,419
|
-26%
|
|
|
220
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.26M
|
-$435K
|
-20,111
|
-22%
|
|
|
221
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.26M
|
+$247K
|
+11,413
|
+19%
|
|
|
222
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.25M
|
-$8.49K
|
-392
|
-0.5%
|
|
|
223
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.24M
|
-$169K
|
-7,808
|
-10%
|
|
|
224
|
American Century Companies
Kansas City,
Missouri
|
$1.24M
|
+$79.8K
|
+3,687
|
+5%
|
|
|
225
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.24M
|
-$31.3K
|
-1,445
|
-2%
|
|
