|
301
|
Avantax Advisory Services
Dallas,
Texas
|
$3.11M
|
+$242K
|
+7,388
|
+8%
|
|
|
302
|
Oppenheimer & Co
New York
|
$3.09M
|
+$750K
|
+22,872
|
+30%
|
|
|
303
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.07M
|
-$2.39M
|
-73,059
|
-43%
|
|
|
304
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.07M
|
+$17.1K
|
+523
|
+0.5%
|
|
|
305
|
Ziegler Capital Management
Chicago,
Illinois
|
$3.05M
|
–
|
–
|
–
|
|
|
306
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.05M
|
–
|
–
|
–
|
|
|
307
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.03M
|
+$380K
|
+11,610
|
+14%
|
|
|
308
|
Wealthspan Partners
Davenport,
Iowa
|
$3.03M
|
-$41.1K
|
-1,253
|
-1%
|
|
|
309
|
Omnia Family Wealth
Aventura,
Florida
|
$3.01M
|
–
|
–
|
–
|
|
|
310
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.01M
|
+$189K
|
+5,768
|
+6%
|
|
|
311
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$3.01M
|
+$3.13M
|
+95,443
|
New
|
|
|
312
|
Welch & Forbes
Boston,
Massachusetts
|
$3M
|
-$35.7K
|
-1,089
|
-1%
|
|
|
313
|
DFPG Investments
Sandy,
Utah
|
$2.99M
|
+$959K
|
+29,257
|
+44%
|
|
|
314
|
UMB Bank
Kansas City,
Missouri
|
$2.98M
|
-$28.4K
|
-868
|
-0.9%
|
|
|
315
|
Wealth Alliance
Mellville,
New York
|
$2.96M
|
+$3.7K
|
+113
|
+0.1%
|
|
|
316
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.94M
|
+$629K
|
+19,198
|
+26%
|
|
|
317
|
Old Port Advisors
Portland,
Maine
|
$2.91M
|
+$338K
|
+10,317
|
+13%
|
|
|
318
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$2.86M
|
+$108K
|
+3,300
|
+4%
|
|
|
319
|
Atria Investments
Charlotte,
North Carolina
|
$2.85M
|
-$490K
|
-14,952
|
-14%
|
|
|
320
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$2.84M
|
+$65.5K
|
+2,000
|
+2%
|
|
|
321
|
Harvest Fund Management
Beijing,
China
|
$2.79M
|
+$62.3K
|
+1,900
|
+2%
|
|
|
322
|
Wealthstar Advisors
Plano,
Texas
|
$2.76M
|
-$759K
|
-23,165
|
-21%
|
|
|
323
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$2.72M
|
+$76.4K
|
+2,331
|
+3%
|
|
|
324
|
Vontobel Holding
Zurich,
Switzerland
|
$2.71M
|
+$1.87M
|
+57,093
|
+198%
|
|
|
325
|
Bank of the West
Monterey Park,
California
|
$2.69M
|
-$6.55K
|
-200
|
-0.2%
|
|
