|
301
|
Ziegler Capital Management
Chicago,
Illinois
|
$3.34M
|
–
|
–
|
–
|
|
|
302
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.34M
|
–
|
–
|
–
|
|
|
303
|
Welch & Forbes
Boston,
Massachusetts
|
$3.25M
|
-$41K
|
-1,250
|
-1%
|
|
|
304
|
HSBC Holdings
London,
United Kingdom
|
$3.23M
|
-$246K
|
-7,500
|
-7%
|
|
|
305
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.22M
|
-$137K
|
-4,179
|
-4%
|
|
|
306
|
American Asset Management
Boca Raton,
Florida
|
$3.21M
|
+$3.05M
|
+92,755
|
New
|
|
|
307
|
Arax Advisory Partners
Denver,
Colorado
|
$3.19M
|
-$641K
|
-19,529
|
-17%
|
|
|
308
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.18M
|
-$514K
|
-15,662
|
-15%
|
|
|
309
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$3.17M
|
+$46K
|
+1,400
|
+2%
|
|
|
310
|
Wealth Alliance
Mellville,
New York
|
$3.14M
|
-$96.5K
|
-2,939
|
-3%
|
|
|
311
|
BBJS Financial Advisors
Seattle,
Washington
|
$3.14M
|
+$2.98M
|
+90,810
|
New
|
|
|
312
|
UMB Bank
Kansas City,
Missouri
|
$3.14M
|
-$129K
|
-3,921
|
-4%
|
|
|
313
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.11M
|
+$835K
|
+25,439
|
+39%
|
|
|
314
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.09M
|
-$127K
|
-3,876
|
-4%
|
|
|
315
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.07M
|
-$21.6M
|
-656,513
|
-88%
|
|
|
316
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.06M
|
+$2.91M
|
+88,527
|
New
|
|
|
317
|
|
$2.99M
|
+$218K
|
+6,625
|
+8%
|
|
|
318
|
Wealthstar Advisors
Plano,
Texas
|
$2.98M
|
-$35K
|
-1,067
|
-1%
|
|
|
319
|
Belpointe Asset Management
Reno,
Nevada
|
$2.94M
|
+$89.8K
|
+2,735
|
+3%
|
|
|
320
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$2.9M
|
–
|
–
|
–
|
|
|
321
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.89M
|
+$221K
|
+6,739
|
+9%
|
|
|
322
|
Relative Value Partners Group
|
$2.87M
|
+$29.6K
|
+900
|
+1%
|
|
|
323
|
Atria Investments
Charlotte,
North Carolina
|
$2.85M
|
-$255K
|
-7,752
|
-9%
|
|
|
324
|
Tikvah Management
Charlotte,
North Carolina
|
$2.84M
|
–
|
–
|
–
|
|
|
325
|
Executive Wealth Management
Brighton,
Michigan
|
$2.83M
|
+$2.67M
|
+81,387
|
+16,678%
|
|
