|
101
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$288K
|
+$341K
|
+7,200
|
New
|
|
|
102
|
Lindbrook Capital
Calabasas,
California
|
$287K
|
+$340K
|
+7,171
|
New
|
|
|
103
|
GeoWealth Management
Chicago,
Illinois
|
$276K
|
+$40.6K
|
+856
|
+14%
|
|
|
104
|
Sentinel Trust
Houston,
Texas
|
$268K
|
+$317K
|
+6,690
|
New
|
|
|
105
|
Bailard
Foster City,
California
|
$263K
|
+$311K
|
+6,564
|
New
|
|
|
106
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$259K
|
+$14.4K
|
+304
|
+5%
|
|
|
107
|
Cresset Asset Management
Chicago,
Illinois
|
$254K
|
+$286K
|
+6,030
|
New
|
|
|
108
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$250K
|
+$296K
|
+6,248
|
New
|
|
|
109
|
Perigon Wealth Management
San Francisco,
California
|
$247K
|
+$12.3K
|
+260
|
+4%
|
|
|
110
|
Avitas Wealth Management
Los Angeles,
California
|
$242K
|
-$6.58K
|
-139
|
-2%
|
|
|
111
|
HSBC Holdings
London,
United Kingdom
|
$240K
|
–
|
–
|
–
|
|
|
112
|
Belpointe Asset Management
Reno,
Nevada
|
$238K
|
–
|
–
|
–
|
|
|
113
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$224K
|
–
|
–
|
–
|
|
|
114
|
Merrion Investment Management
Cranford,
New Jersey
|
$220K
|
–
|
–
|
–
|
|
|
115
|
Harbour Investments
Madison,
Wisconsin
|
$217K
|
-$227K
|
-4,798
|
-47%
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$215K
|
–
|
–
|
–
|
|
|
117
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
118
|
IPG Investment Advisors
San Diego,
California
|
$204K
|
-$341K
|
-7,200
|
-60%
|
|
|
119
|
EPG Wealth Management
Atlanta,
Georgia
|
$188K
|
–
|
–
|
–
|
|
|
120
|
Archer Investment Corporation
Carmel,
Indiana
|
$168K
|
–
|
–
|
–
|
|
|
121
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$167K
|
+$137K
|
+2,884
|
+222%
|
|
|
122
|
Rockefeller Capital Management
New York
|
$158K
|
+$46.2K
|
+975
|
+32%
|
|
|
123
|
Steward Partners Investment Advisory
New York
|
$128K
|
+$120K
|
+2,525
|
+371%
|
|
|
124
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$127K
|
–
|
–
|
–
|
|
|
125
|
Snowden Capital Advisors
New York
|
$111K
|
+$132K
|
+2,793
|
New
|
|
