|
326
|
DOHJ LLC
Seattle,
Washington
|
$3.48M
|
+$1.46M
|
+41,002
|
+68%
|
|
|
327
|
DCF Advisers
Greenwich,
Connecticut
|
$3.43M
|
–
|
–
|
–
|
|
|
328
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$3.43M
|
-$37.9K
|
-1,066
|
-1%
|
|
|
329
|
Boston Financial Management
Boston,
Massachusetts
|
$3.4M
|
+$1.11M
|
+31,332
|
+46%
|
|
|
330
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.37M
|
-$472K
|
-13,282
|
-12%
|
|
|
331
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$3.36M
|
+$2.24M
|
+62,940
|
+180%
|
|
|
332
|
Jordan Park Group
San Francisco,
California
|
$3.35M
|
+$1.76M
|
+49,340
|
+102%
|
|
|
333
|
Wealthspan Partners
Davenport,
Iowa
|
$3.34M
|
+$166K
|
+4,661
|
+5%
|
|
|
334
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.32M
|
-$95.7K
|
-2,690
|
-3%
|
|
|
335
|
Ziegler Capital Management
Chicago,
Illinois
|
$3.32M
|
–
|
–
|
–
|
|
|
336
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.31M
|
-$498K
|
-14,000
|
-13%
|
|
|
337
|
Welch & Forbes
Boston,
Massachusetts
|
$3.31M
|
+$3.43M
|
+96,381
|
New
|
|
|
338
|
Belpointe Asset Management
Reno,
Nevada
|
$3.3M
|
-$362K
|
-10,172
|
-10%
|
|
|
339
|
Omnia Family Wealth
Aventura,
Florida
|
$3.28M
|
-$49.5K
|
-1,391
|
-1%
|
|
|
340
|
UMB Bank
Kansas City,
Missouri
|
$3.28M
|
+$88.6K
|
+2,490
|
+3%
|
|
|
341
|
Verus Capital Partners
Scottsdale,
Arizona
|
$3.22M
|
-$2.73M
|
-76,816
|
-55%
|
|
|
342
|
Wealth Alliance
Mellville,
New York
|
$3.21M
|
+$5.73K
|
+161
|
+0.2%
|
|
|
343
|
Estate Counselors
Thiensville,
Wisconsin
|
$3.15M
|
+$135K
|
+3,800
|
+4%
|
|
|
344
|
Avantax Advisory Services
Dallas,
Texas
|
$3.13M
|
-$34.7K
|
-975
|
-1%
|
|
|
345
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.1M
|
+$190K
|
+5,342
|
+6%
|
|
|
346
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.08M
|
-$419K
|
-11,778
|
-12%
|
|
|
347
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.04M
|
+$2.19M
|
+61,575
|
+227%
|
|
|
348
|
SVB Wealth
Boston,
Massachusetts
|
$3.03M
|
+$88.7K
|
+2,493
|
+3%
|
|
|
349
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$3.02M
|
-$53.4K
|
-1,500
|
-2%
|
|
|
350
|
Comerica Securities
Detroit,
Michigan
|
$3.01M
|
-$90.4K
|
-2,542
|
-3%
|
|
