|
151
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$218K
|
–
|
–
|
–
|
|
|
152
|
Corient Private Wealth
Miami,
Florida
|
$214K
|
-$11K
|
-321
|
-5%
|
|
|
153
|
Braeburn Wealth Management
Muskegon,
Michigan
|
$212K
|
–
|
–
|
–
|
|
|
154
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$210K
|
+$1.24K
|
+36
|
+0.6%
|
|
|
155
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$210K
|
+$5.02K
|
+146
|
+2%
|
|
|
156
|
Beacon Pointe Advisors
Newport Beach,
California
|
$207K
|
+$12.8K
|
+371
|
+6%
|
|
|
157
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$187K
|
–
|
–
|
–
|
|
|
158
|
Private Trust Company
Cleveland,
Ohio
|
$174K
|
+$146K
|
+4,258
|
+373%
|
|
|
159
|
Security National Bank
Omaha,
Nebraska
|
$159K
|
–
|
–
|
–
|
|
|
160
|
Asset Dedication LLC
San Francisco,
California
|
$129K
|
-$1.17K
|
-34
|
-0.8%
|
|
|
161
|
TFC Financial Management
Boston,
Massachusetts
|
$81.9K
|
+$756
|
+22
|
+0.9%
|
|
|
162
|
Fidelity Investments
Boston,
Massachusetts
|
$81.2K
|
+$4.26K
|
+124
|
+5%
|
|
|
163
|
International Assets Investment Management
Orlando,
Florida
|
$79.8K
|
–
|
–
|
–
|
|
|
164
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$78.8K
|
–
|
–
|
–
|
|
|
165
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73K
|
-$6.84K
|
-199
|
-8%
|
|
|
166
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$67.8K
|
+$72.4K
|
+2,105
|
New
|
|
|
167
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$64.3K
|
+$68.6K
|
+1,995
|
New
|
|
|
168
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$59.3K
|
–
|
–
|
–
|
|
|
169
|
Webster Bank
Waterbury,
Connecticut
|
$54.8K
|
–
|
–
|
–
|
|
|
170
|
Harbour Investments
Madison,
Wisconsin
|
$54.7K
|
+$11.5K
|
+335
|
+25%
|
|
|
171
|
William Blair & Company
Chicago,
Illinois
|
$52.4K
|
–
|
–
|
–
|
|
|
172
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$48K
|
+$51.2K
|
+1,488
|
New
|
|
|
173
|
Millstone Evans Group
Boulder,
Colorado
|
$40.6K
|
+$14.7K
|
+429
|
+52%
|
|
|
174
|
Triumph Capital Management
Denver,
Colorado
|
$36.9K
|
–
|
–
|
–
|
|
|
175
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$32.4K
|
–
|
–
|
–
|
|
