|
626
|
Forum Financial Management
Lombard,
Illinois
|
$1.75M
|
-$241K
|
-1,411
|
-14%
|
|
|
627
|
Wealthspire Advisors (New York)
New York
|
$1.74M
|
-$105K
|
-612
|
-7%
|
|
|
628
|
Fisher Asset Management
Camas,
Washington
|
$1.72M
|
+$189K
|
+1,103
|
+15%
|
|
|
629
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.71M
|
-$287K
|
-1,681
|
-16%
|
|
|
630
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.71M
|
-$171
|
-1
|
-0%
|
|
|
631
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.7M
|
+$4.05M
|
+23,704
|
+754%
|
|
|
632
|
MGO One Seven
Beachwood,
Ohio
|
$1.7M
|
-$54.2K
|
-317
|
-4%
|
|
|
633
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.7M
|
+$209K
|
+1,222
|
+17%
|
|
|
634
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.69M
|
-$168K
|
-981
|
-10%
|
|
|
635
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$81.6K
|
+477
|
+7%
|
|
|
636
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.68M
|
+$10.3K
|
+60
|
+0.7%
|
|
|
637
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.67M
|
-$786K
|
-4,597
|
-36%
|
|
|
638
|
Cadence Bank
Tupelo,
Mississippi
|
$1.67M
|
+$9.41K
|
+55
|
+0.7%
|
|
|
639
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.66M
|
+$40.9K
|
+239
|
+3%
|
|
|
640
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.64M
|
+$131K
|
+765
|
+10%
|
|
|
641
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.64M
|
+$32.3K
|
+189
|
+2%
|
|
|
642
|
Leisure Capital Management
Costa Mesa,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
643
|
Courier Capital
Buffalo,
New York
|
$1.64M
|
–
|
–
|
–
|
|
|
644
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$1.63M
|
+$1.39M
|
+8,100
|
New
|
|
|
645
|
Venturi Wealth Management
Austin,
Texas
|
$1.63M
|
+$974K
|
+5,693
|
+237%
|
|
|
646
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$1.63M
|
+$30.3K
|
+177
|
+2%
|
|
|
647
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.62M
|
-$2.56K
|
-15
|
-0.2%
|
|
|
648
|
High Note Wealth
Deephaven,
Minnesota
|
$1.62M
|
+$1.38M
|
+8,048
|
New
|
|
|
649
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.62M
|
-$771K
|
-4,511
|
-36%
|
|
|
650
|
WBI Investments
Red Bank,
New Jersey
|
$1.61M
|
+$1.37M
|
+8,009
|
New
|
|
