|
201
|
Samalin Investment Counsel
Chappaqua,
New York
|
$4.18M
|
+$4.17M
|
+35,832
|
New
|
|
|
202
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.17M
|
-$81.4K
|
-700
|
-2%
|
|
|
203
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$4.17M
|
+$3.42M
|
+29,432
|
+462%
|
|
|
204
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$4.1M
|
+$3.48M
|
+29,911
|
+567%
|
|
|
205
|
Lyell Wealth Management
Menlo Park,
California
|
$4.07M
|
-$176K
|
-1,515
|
-4%
|
|
|
206
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$4.05M
|
-$1.05K
|
-9
|
-0%
|
|
|
207
|
Oxford Financial Group
Carmel,
Indiana
|
$3.99M
|
+$1.35M
|
+11,628
|
+51%
|
|
|
208
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$3.98M
|
–
|
–
|
–
|
|
|
209
|
Oppenheimer & Co
New York
|
$3.96M
|
+$669K
|
+5,751
|
+20%
|
|
|
210
|
Petix & Botte Financial
La Mesa,
California
|
$3.96M
|
+$3.96M
|
+34,032
|
New
|
|
|
211
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.93M
|
-$147K
|
-1,263
|
-4%
|
|
|
212
|
Private Portfolio Partners
Paramus,
New Jersey
|
$3.91M
|
+$324K
|
+2,784
|
+9%
|
|
|
213
|
Parkside Investments
Deerfield,
Illinois
|
$3.88M
|
+$3.87M
|
+33,275
|
New
|
|
|
214
|
GW & Wade
Wellesley,
Massachusetts
|
$3.86M
|
-$18.4K
|
-158
|
-0.5%
|
|
|
215
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3.8M
|
+$1.42M
|
+12,200
|
+60%
|
|
|
216
|
TD Asset Management
Toronto,
Ontario, Canada
|
$3.76M
|
+$140K
|
+1,206
|
+4%
|
|
|
217
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.73M
|
-$2.64M
|
-22,669
|
-41%
|
|
|
218
|
Credit Suisse
Zurich,
Switzerland
|
$3.63M
|
+$3.62M
|
+31,175
|
New
|
|
|
219
|
IPG Investment Advisors
San Diego,
California
|
$3.57M
|
+$3.56M
|
+30,655
|
New
|
|
|
220
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$3.55M
|
+$70.3K
|
+605
|
+2%
|
|
|
221
|
Brio Consultants
San Francisco,
California
|
$3.55M
|
+$13.4K
|
+115
|
+0.4%
|
|
|
222
|
GenWealth Group
Maplewood,
New Jersey
|
$3.53M
|
-$79.7K
|
-686
|
-2%
|
|
|
223
|
McCollum Christoferson Group
Amherst,
New York
|
$3.52M
|
-$93K
|
-800
|
-3%
|
|
|
224
|
Franklin Resources
San Mateo,
California
|
$3.51M
|
+$1.28K
|
+11
|
+0%
|
|
|
225
|
TD Private Client Wealth
New York
|
$3.5M
|
+$3.49M
|
+30,049
|
New
|
|
