|
226
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.59M
|
+$679K
|
+5,344
|
+12%
|
|
|
227
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$6.59M
|
+$5.08K
|
+40
|
+0.1%
|
|
|
228
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$6.58M
|
-$142K
|
-1,115
|
-2%
|
|
|
229
|
Bull Street Advisors
Savannah,
Georgia
|
$6.54M
|
+$58.6K
|
+461
|
+0.9%
|
|
|
230
|
Private Portfolio Partners
Paramus,
New Jersey
|
$6.54M
|
+$464K
|
+3,655
|
+8%
|
|
|
231
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$6.53M
|
–
|
–
|
–
|
|
|
232
|
Country Club Trust
Kansas City,
Missouri
|
$6.5M
|
+$730K
|
+5,749
|
+13%
|
|
|
233
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$6.43M
|
-$5.46M
|
-43,000
|
-46%
|
|
|
234
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.39M
|
+$4.75M
|
+37,361
|
+298%
|
|
|
235
|
North Star Investment Management
Chicago,
Illinois
|
$6.38M
|
+$188K
|
+1,477
|
+3%
|
|
|
236
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$6.3M
|
-$957K
|
-7,533
|
-13%
|
|
|
237
|
Independent Family Office
Albany,
New York
|
$6.22M
|
-$108K
|
-848
|
-2%
|
|
|
238
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.16M
|
-$57.9K
|
-456
|
-0.9%
|
|
|
239
|
Next Financial Group
Houston,
Texas
|
$6.12M
|
+$1.77M
|
+13,946
|
+41%
|
|
|
240
|
Coastline Trust
Providence,
Rhode Island
|
$6.09M
|
+$290K
|
+2,280
|
+5%
|
|
|
241
|
Regal Wealth Group
Seal Beach,
California
|
$6.08M
|
+$6.03M
|
+47,461
|
New
|
|
|
242
|
WC Walker & Associates
Fullerton,
California
|
$6.05M
|
+$565K
|
+4,450
|
+10%
|
|
|
243
|
McMorgan & Co
San Francisco,
California
|
$6.03M
|
+$5.98M
|
+47,104
|
New
|
|
|
244
|
Planned Solutions
Folsom,
California
|
$5.98M
|
+$110K
|
+863
|
+2%
|
|
|
245
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.93M
|
+$216K
|
+1,698
|
+4%
|
|
|
246
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.93M
|
+$601K
|
+4,731
|
+11%
|
|
|
247
|
Fidelity International
Hamilton,
Bermuda
|
$5.84M
|
-$27.9M
|
-219,635
|
-83%
|
|
|
248
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$5.75M
|
+$731K
|
+5,751
|
+15%
|
|
|
249
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.67M
|
+$1.49M
|
+11,746
|
+36%
|
|
|
250
|
Harbour Investments
Madison,
Wisconsin
|
$5.65M
|
+$4.27M
|
+33,619
|
+320%
|
|
