|
201
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$340K
|
–
|
–
|
–
|
|
|
202
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$337K
|
-$1.86K
|
-36
|
-0.6%
|
|
|
203
|
Equitable Holdings
New York
|
$336K
|
-$3.1K
|
-60
|
-1%
|
|
|
204
|
Independent Family Office
Albany,
New York
|
$334K
|
–
|
–
|
–
|
|
|
205
|
Commerce Bank
Kansas City,
Missouri
|
$333K
|
+$3.57K
|
+69
|
+1%
|
|
|
206
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$329K
|
+$189K
|
+3,657
|
+150%
|
|
|
207
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$328K
|
+$26.5K
|
+512
|
+9%
|
|
|
208
|
Wulff, Hansen & Co
San Rafael,
California
|
$326K
|
–
|
–
|
–
|
|
|
209
|
Boltwood Capital Management
Walnut Creek,
California
|
$326K
|
+$22K
|
+425
|
+8%
|
|
|
210
|
Brown Brothers Harriman & Co
New York
|
$320K
|
–
|
–
|
–
|
|
|
211
|
RiverFront Investment Group
Richmond,
Virginia
|
$317K
|
-$203K
|
-3,927
|
-40%
|
|
|
212
|
Focus Partners Wealth
Boston,
Massachusetts
|
$315K
|
+$60.2K
|
+1,164
|
+25%
|
|
|
213
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$313K
|
-$9K
|
-174
|
-3%
|
|
|
214
|
Mariner
Overland Park,
Kansas
|
$300K
|
+$32.6K
|
+631
|
+13%
|
|
|
215
|
Kestra Private Wealth Services
Austin,
Texas
|
$298K
|
+$48K
|
+928
|
+20%
|
|
|
216
|
US Bancorp
Minneapolis,
Minnesota
|
$288K
|
–
|
–
|
–
|
|
|
217
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$274K
|
+$23.7K
|
+458
|
+10%
|
|
|
218
|
Kaizen Financial Strategies
Campbell,
California
|
$270K
|
–
|
–
|
–
|
|
|
219
|
Global Endowment Management
Charlotte,
North Carolina
|
$270K
|
–
|
–
|
–
|
|
|
220
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$270K
|
+$259K
|
+5,000
|
New
|
|
|
221
|
QRG Capital Management
Chicago,
Illinois
|
$268K
|
+$310
|
+6
|
+0.1%
|
|
|
222
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$264K
|
–
|
–
|
–
|
|
|
223
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$263K
|
–
|
–
|
–
|
|
|
224
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
225
|
Lunt Capital Management
Holladay,
Utah
|
$253K
|
+$10.1K
|
+195
|
+4%
|
|
