|
401
|
|
$6.46M
|
–
|
–
|
–
|
|
|
402
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$6.46M
|
–
|
–
|
–
|
|
|
403
|
|
$6.46M
|
–
|
–
|
–
|
|
|
404
|
Steward Partners Investment Advisory
New York
|
$6.46M
|
–
|
–
|
–
|
|
|
405
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$6.46M
|
–
|
–
|
–
|
|
|
406
|
Venture Visionary Partners
Sylvania,
Ohio
|
$6.46M
|
–
|
–
|
–
|
|
|
407
|
Weil Company
San Diego,
California
|
$6.46M
|
–
|
–
|
–
|
|
|
408
|
Prospera Financial Services
Dallas,
Texas
|
$6.46M
|
+$736K
|
+1
|
+13%
|
|
|
409
|
NorthRock Partners
Minneapolis,
Minnesota
|
$6.46M
|
+$2.21M
|
+3
|
+50%
|
|
|
410
|
Sanders Morris Harris
Houston,
Texas
|
$6.46M
|
+$6.63M
|
+9
|
New
|
|
|
411
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$6.4M
|
+$736K
|
+1
|
+13%
|
|
|
412
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$5.75M
|
-$3.68M
|
-5
|
-38%
|
|
|
413
|
Clune & Associates
Chicago,
Illinois
|
$5.75M
|
-$736K
|
-1
|
-11%
|
|
|
414
|
1900 Wealth Management
San Antonio,
Texas
|
$5.75M
|
–
|
–
|
–
|
|
|
415
|
America First Investment Advisors
Omaha,
Nebraska
|
$5.75M
|
–
|
–
|
–
|
|
|
416
|
Argos Wealth Advisors
Sacramento,
California
|
$5.75M
|
–
|
–
|
–
|
|
|
417
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.75M
|
–
|
–
|
–
|
|
|
418
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$5.75M
|
–
|
–
|
–
|
|
|
419
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$5.75M
|
–
|
–
|
–
|
|
|
420
|
Caldwell Trust
Venice,
Florida
|
$5.75M
|
–
|
–
|
–
|
|
|
421
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$5.75M
|
–
|
–
|
–
|
|
|
422
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$5.75M
|
–
|
–
|
–
|
|
|
423
|
Channel Wealth
Santa Barbara,
California
|
$5.75M
|
–
|
–
|
–
|
|
|
424
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.75M
|
–
|
–
|
–
|
|
|
425
|
Evoke Wealth
Los Angeles,
California
|
$5.75M
|
–
|
–
|
–
|
|
