|
1201
|
Fortem Financial Group
Palm Desert,
California
|
$4.41M
|
+$1.73M
|
3
|
0.9%
|
Increased
|
|
|
1202
|
Lonestar Capital Management
San Francisco,
California
|
$4.4M
|
-$4.75M
|
2
|
1.27%
|
Reduced
|
|
|
1203
|
Larson Financial Group
St Louis,
Missouri
|
$4.4M
|
-$96.2K
|
36
|
0.12%
|
Reduced
|
|
|
1204
|
One Capital Management
Westlake Village,
California
|
$4.33M
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
1205
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.33M
|
-$12.3K
|
1
|
0.22%
|
Reduced
|
|
|
1206
|
Argent Capital Management
St Louis,
Missouri
|
$4.3M
|
-$2.57M
|
2
|
0.14%
|
Reduced
|
|
|
1207
|
Vestor Capital
Chicago,
Illinois
|
$4.3M
|
+$4.01M
|
1
|
0.27%
|
Increased
|
|
|
1208
|
Tensile Capital Management
Larkspur,
California
|
$4.29M
|
-$23.1M
|
1
|
0.59%
|
Reduced
|
|
|
1209
|
Perigon Wealth Management
San Francisco,
California
|
$4.26M
|
+$82.7K
|
5
|
0.07%
|
Increased
|
|
|
1210
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.26M
|
+$214K
|
5
|
0.11%
|
Increased
|
|
|
1211
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.25M
|
+$68.3K
|
7
|
0.29%
|
Increased
|
|
|
1212
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$4.25M
|
+$4.89M
|
1
|
0.24%
|
New
|
|
|
1213
|
|
$4.25M
|
-$4.89M
|
4
|
0.41%
|
Reduced
|
|
|
1214
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.24M
|
-$6.56M
|
3
|
0.08%
|
Reduced
|
|
|
1215
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$4.22M
|
+$52.1K
|
3
|
0.13%
|
Increased
|
|
|
1216
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.21M
|
-$396K
|
8
|
0.05%
|
Reduced
|
|
|
1217
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$4.21M
|
-$2.62M
|
5
|
0.01%
|
Reduced
|
|
|
1218
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.2M
|
+$297K
|
7
|
0.11%
|
Increased
|
|
|
1219
|
Ratan Capital Management
Miami Beach,
Florida
|
$4.19M
|
-$8.21M
|
1
|
1.35%
|
Reduced
|
|
|
1220
|
Level Four Advisory Services
Dallas,
Texas
|
$4.19M
|
-$1.17M
|
6
|
0.12%
|
Reduced
|
|
|
1221
|
Cullinan Associates
Louisville,
Kentucky
|
$4.19M
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
1222
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$4.18M
|
+$4.44M
|
2
|
1.44%
|
New
|
|
|
1223
|
Kestra Investment Management
Austin,
Texas
|
$4.18M
|
+$2.09M
|
2
|
0.08%
|
Increased
|
|
|
1224
|
English Capital Management
Bloomfield Hills,
Michigan
|
$4.18M
|
-$3.64M
|
1
|
1.92%
|
Reduced
|
|
|
1225
|
Northwest Bancshares
Warren,
Pennsylvania
|
$4.17M
|
-$537K
|
1
|
0.75%
|
Reduced
|
|