|
201
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$62K
|
–
|
–
|
–
|
|
|
202
|
Erste Asset Management
Vienna,
Austria
|
$60.3K
|
–
|
–
|
–
|
|
|
203
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$60K
|
-$1.03M
|
-366,415
|
-94%
|
|
|
204
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$60K
|
–
|
–
|
–
|
|
|
205
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$59K
|
–
|
–
|
–
|
|
|
206
|
Denver PWM
Denver,
Colorado
|
$58K
|
+$6.29K
|
+2,229
|
+10%
|
|
|
207
|
Janiczek Wealth Management
Denver,
Colorado
|
$58K
|
+$29.6K
|
+10,472
|
+97%
|
|
|
208
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$57K
|
-$3.8M
|
-1,345,037
|
-98%
|
|
|
209
|
Deltec Asset Management
New York
|
$55K
|
-$22.6K
|
-8,000
|
-29%
|
|
|
210
|
Creative Planning
Overland Park,
Kansas
|
$52K
|
+$14.1K
|
+5,000
|
+36%
|
|
|
211
|
|
$49K
|
+$7.93K
|
+2,810
|
+19%
|
|
|
212
|
|
$48K
|
-$32.2K
|
-11,396
|
-39%
|
|
|
213
|
WealthStone
Columbus,
Ohio
|
$47K
|
+$7.74K
|
+2,742
|
+19%
|
|
|
214
|
Cooper/Haims Advisors
Victor,
New York
|
$45K
|
–
|
–
|
–
|
|
|
215
|
Standard Family Office
Sioux Falls,
South Dakota
|
$45K
|
–
|
–
|
–
|
|
|
216
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$43K
|
–
|
–
|
–
|
|
|
217
|
Dimension Capital Management
Coral Gables,
Florida
|
$41K
|
–
|
–
|
–
|
|
|
218
|
Stifel Financial
St. Louis,
Missouri
|
$39K
|
-$8.5K
|
-3,010
|
-17%
|
|
|
219
|
Aureus Asset Management
Boston,
Massachusetts
|
$38K
|
–
|
–
|
–
|
|
|
220
|
Keel Point
Huntsville,
Alabama
|
$38K
|
+$39.7K
|
+14,043
|
New
|
|
|
221
|
Personal CFO Solutions
Chester,
New Jersey
|
$37K
|
+$1.08K
|
+381
|
+3%
|
|
|
222
|
Enlightenment Research
Miami,
Florida
|
$36K
|
-$38.1K
|
-13,500
|
-50%
|
|
|
223
|
Commerce Bank
Kansas City,
Missouri
|
$36K
|
-$10.2K
|
-3,612
|
-22%
|
|
|
224
|
Matthew Hamilton Rosenberg
|
$36K
|
–
|
–
|
–
|
|
|
225
|
Balentine LLC
Atlanta,
Georgia
|
$36K
|
+$2.76K
|
+977
|
+8%
|
|
