|
301
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$821K
|
+$821K
|
+14,757
|
New
|
|
|
302
|
Credential Qtrade Securities
Vancouver,
|
$819K
|
-$25.5K
|
-459
|
-3%
|
|
|
303
|
Forte Capital
Rochester,
New York
|
$816K
|
+$51K
|
+916
|
+7%
|
|
|
304
|
SimplyRich
Carlsbad,
California
|
$798K
|
+$72.3K
|
+1,300
|
+10%
|
|
|
305
|
Parallel Advisors
San Francisco,
California
|
$797K
|
-$20.3K
|
-364
|
-2%
|
|
|
306
|
SignatureFD
Atlanta,
Georgia
|
$796K
|
+$73K
|
+1,312
|
+10%
|
|
|
307
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$793K
|
+$133K
|
+2,383
|
+20%
|
|
|
308
|
Scotia Capital
Toronto,
Ontario, Canada
|
$789K
|
+$26.9K
|
+484
|
+4%
|
|
|
309
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$784K
|
+$407K
|
+7,321
|
+108%
|
|
|
310
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$780K
|
-$1.84K
|
-33
|
-0.2%
|
|
|
311
|
TCW Group
Los Angeles,
California
|
$779K
|
-$351K
|
-6,300
|
-31%
|
|
|
312
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$778K
|
+$24.5K
|
+440
|
+3%
|
|
|
313
|
Fiduciary Trust
Boston,
Massachusetts
|
$777K
|
–
|
–
|
–
|
|
|
314
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$776K
|
–
|
–
|
–
|
|
|
315
|
Burleson & Co
Petaluma,
California
|
$753K
|
–
|
–
|
–
|
|
|
316
|
WhitTier Trust Company
Reno,
Nevada
|
$751K
|
-$5.29K
|
-95
|
-0.7%
|
|
|
317
|
Grace Capital
Quincy,
Massachusetts
|
$746K
|
-$298K
|
-5,362
|
-29%
|
|
|
318
|
Bremer Bank National Association
St Paul,
Minnesota
|
$738K
|
+$737K
|
+13,247
|
New
|
|
|
319
|
NTV Asset Management
Charleston,
West Virginia
|
$733K
|
-$106K
|
-1,900
|
-13%
|
|
|
320
|
Marshall Wace North America
New York
|
$733K
|
+$733K
|
+13,176
|
New
|
|
|
321
|
High Pointe Capital Management
Chicago,
Illinois
|
$732K
|
+$377K
|
+6,770
|
+106%
|
|
|
322
|
Regions Financial Corp
Birmingham,
Alabama
|
$710K
|
+$118K
|
+2,118
|
+20%
|
|
|
323
|
Bourgeon Capital Management
Darien,
Connecticut
|
$704K
|
+$167K
|
+3,000
|
+31%
|
|
|
324
|
Archford Capital Strategies
Swansea,
Illinois
|
$703K
|
-$3.34K
|
-60
|
-0.5%
|
|
|
325
|
Stratos Investment Management
Beachwood,
Ohio
|
$703K
|
+$703K
|
+12,629
|
New
|
|
