|
401
|
Mraz Amerine & Associates
Modesto,
California
|
$3.15M
|
–
|
–
|
–
|
|
|
402
|
|
$3.15M
|
–
|
–
|
–
|
|
|
403
|
Mutual Advisors
Omaha,
Nebraska
|
$3.15M
|
–
|
–
|
–
|
|
|
404
|
|
$3.15M
|
–
|
–
|
–
|
|
|
405
|
Oppenheimer & Co
New York
|
$3.15M
|
–
|
–
|
–
|
|
|
406
|
Osterweis Capital Management
San Francisco,
California
|
$3.15M
|
–
|
–
|
–
|
|
|
407
|
Parthenon LLC
Louisville,
Kentucky
|
$3.15M
|
–
|
–
|
–
|
|
|
408
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$3.15M
|
–
|
–
|
–
|
|
|
409
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.15M
|
–
|
–
|
–
|
|
|
410
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$3.15M
|
–
|
–
|
–
|
|
|
411
|
Summit Asset Management
Memphis,
Tennessee
|
$3.15M
|
–
|
–
|
–
|
|
|
412
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$3.15M
|
–
|
–
|
–
|
|
|
413
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.15M
|
–
|
–
|
–
|
|
|
414
|
|
$3.15M
|
–
|
–
|
–
|
|
|
415
|
Karpas Strategies
Litchfield,
Connecticut
|
$3.15M
|
+$432K
|
+1
|
+17%
|
|
|
416
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.15M
|
–
|
–
|
–
|
|
|
417
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$3.05M
|
+$4.23B
|
+9,796
|
+2,449%
|
|
|
418
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.78M
|
–
|
–
|
–
|
|
|
419
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.71M
|
+$2.59M
|
+6
|
New
|
|
|
420
|
CWA Asset Management Group
Naples,
Florida
|
$2.7M
|
-$864K
|
-2
|
-25%
|
|
|
421
|
Altium Wealth Management
Purchase,
New York
|
$2.7M
|
-$432K
|
-1
|
-14%
|
|
|
422
|
SG Americas Securities
New York
|
$2.7M
|
-$432K
|
-1
|
-14%
|
|
|
423
|
AJ Wealth Strategies
New York
|
$2.7M
|
–
|
–
|
–
|
|
|
424
|
Augustine Asset Management
Jacksonville,
Florida
|
$2.7M
|
–
|
–
|
–
|
|
|
425
|
Avenir Corporation
Alexandria,
Virginia
|
$2.7M
|
–
|
–
|
–
|
|
