|
251
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.45M
|
-$25.7M
|
-515,242
|
-88%
|
|
|
252
|
Empirical Finance
Havertown,
Pennsylvania
|
$3.43M
|
–
|
–
|
–
|
|
|
253
|
Old Mission Investment Co
Traverse City,
Michigan
|
$3.41M
|
+$3.41M
|
+68,307
|
New
|
|
|
254
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.39M
|
–
|
–
|
–
|
|
|
255
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.35M
|
-$166K
|
-3,330
|
-5%
|
|
|
256
|
Litman Gregory Wealth Management
Larkspur,
California
|
$3.33M
|
–
|
–
|
–
|
|
|
257
|
DF Dent & Co
Baltimore,
Maryland
|
$3.31M
|
-$7.48K
|
-150
|
-0.2%
|
|
|
258
|
Shoker Investment Counsel
Oxford,
Ohio
|
$3.3M
|
-$59.8K
|
-1,199
|
-2%
|
|
|
259
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.28M
|
+$235K
|
+4,723
|
+8%
|
|
|
260
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.27M
|
-$3.28M
|
-65,800
|
-50%
|
|
|
261
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.26M
|
-$24M
|
-481,931
|
-88%
|
|
|
262
|
Belpointe Asset Management
Reno,
Nevada
|
$3.25M
|
+$943K
|
+18,909
|
+41%
|
|
|
263
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.24M
|
+$180K
|
+3,619
|
+6%
|
|
|
264
|
Boston Family Office
Boston,
Massachusetts
|
$3.23M
|
-$53.9K
|
-1,081
|
-2%
|
|
|
265
|
Summit Financial Group
Moorefield,
West Virginia
|
$3.21M
|
-$1.79M
|
-35,868
|
-36%
|
|
|
266
|
SVB Wealth
Boston,
Massachusetts
|
$3.21M
|
-$3.52M
|
-70,577
|
-52%
|
|
|
267
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$3.19M
|
+$682K
|
+13,675
|
+27%
|
|
|
268
|
One Capital Management
Westlake Village,
California
|
$3.18M
|
+$14.3K
|
+287
|
+0.5%
|
|
|
269
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.15M
|
+$33.7K
|
+676
|
+1%
|
|
|
270
|
IFG Advisory
Atlanta,
Georgia
|
$3.13M
|
+$3.13M
|
+62,834
|
New
|
|
|
271
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$3.09M
|
-$80.1K
|
-1,607
|
-3%
|
|
|
272
|
Spinnaker Trust
Portland,
Maine
|
$3.07M
|
+$49.1K
|
+985
|
+2%
|
|
|
273
|
Cetera Advisor Networks
El Segundo,
California
|
$3.05M
|
-$16.6K
|
-333
|
-0.5%
|
|
|
274
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.04M
|
+$17K
|
+341
|
+0.6%
|
|
|
275
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$3.03M
|
-$138K
|
-2,770
|
-4%
|
|
