|
301
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$1.57M
|
+$966K
|
+12,950
|
+135%
|
|
|
302
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.55M
|
-$201K
|
-2,700
|
-12%
|
|
|
303
|
Belpointe Asset Management
Reno,
Nevada
|
$1.55M
|
+$144K
|
+1,926
|
+10%
|
|
|
304
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.55M
|
+$1.53M
|
+20,512
|
New
|
|
|
305
|
Inverness Counsel
New York
|
$1.53M
|
–
|
–
|
–
|
|
|
306
|
Franklin Resources
San Mateo,
California
|
$1.52M
|
+$366K
|
+4,909
|
+32%
|
|
|
307
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.52M
|
+$90.1K
|
+1,208
|
+6%
|
|
|
308
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.48M
|
–
|
–
|
–
|
|
|
309
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.47M
|
+$28.6K
|
+383
|
+2%
|
|
|
310
|
Wealthquest
Cincinnati,
Ohio
|
$1.46M
|
-$255K
|
-3,418
|
-15%
|
|
|
311
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.45M
|
-$671K
|
-8,995
|
-32%
|
|
|
312
|
Doliver Advisors
Houston,
Texas
|
$1.45M
|
-$350K
|
-4,690
|
-20%
|
|
|
313
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.45M
|
-$66.3K
|
-888
|
-4%
|
|
|
314
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.45M
|
+$311K
|
+4,168
|
+28%
|
|
|
315
|
US Bancorp
Minneapolis,
Minnesota
|
$1.41M
|
+$238K
|
+3,183
|
+21%
|
|
|
316
|
Joel Isaacson & Co
New York
|
$1.4M
|
+$151K
|
+2,030
|
+12%
|
|
|
317
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.39M
|
+$63.2K
|
+847
|
+5%
|
|
|
318
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.39M
|
-$68.1K
|
-913
|
-5%
|
|
|
319
|
Oxford Financial Group
Carmel,
Indiana
|
$1.38M
|
–
|
–
|
–
|
|
|
320
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.37M
|
+$1.94K
|
+26
|
+0.1%
|
|
|
321
|
Paloma Partners
Greenwich,
Connecticut
|
$1.35M
|
-$3.96M
|
-53,077
|
-75%
|
|
|
322
|
WFA of San Diego
San Diego,
California
|
$1.35M
|
-$418K
|
-5,595
|
-24%
|
|
|
323
|
Accredited Investors
Edina,
Minnesota
|
$1.34M
|
-$917K
|
-12,284
|
-41%
|
|
|
324
|
Savant Capital
Rockford,
Illinois
|
$1.33M
|
-$458K
|
-6,143
|
-26%
|
|
|
325
|
Hamilton Capital
Columbus,
Ohio
|
$1.33M
|
–
|
–
|
–
|
|
