|
1051
|
Colonial Trust
Spartanburg,
South Carolina
|
$596
|
–
|
–
|
–
|
|
|
1052
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$596
|
+$285
|
+4
|
+100%
|
|
|
1053
|
Operose Advisors
Milwaukee,
Wisconsin
|
$596
|
+$571
|
+8
|
New
|
|
|
1054
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$521
|
+$499
|
+7
|
New
|
|
|
1055
|
Arlington Trust
Birmingham,
Alabama
|
$447
|
–
|
–
|
–
|
|
|
1056
|
Nvest Wealth Strategies
Powell,
Ohio
|
$447
|
–
|
–
|
–
|
|
|
1057
|
Seneschal Advisors
Tacoma,
Washington
|
$447
|
+$143
|
+2
|
+50%
|
|
|
1058
|
Clark Wealth Partners
O'fallon,
Illinois
|
$447
|
+$428
|
+6
|
New
|
|
|
1059
|
Tradewinds Capital Management
Bellingham,
Washington
|
$373
|
–
|
–
|
–
|
|
|
1060
|
Investors Portfolio Services
Puyallup,
Washington
|
$372
|
–
|
–
|
–
|
|
|
1061
|
DecisionPoint Financial
Mesa,
Arizona
|
$368
|
+$357
|
+5
|
New
|
|
|
1062
|
Tidemark
San Diego,
California
|
$298
|
–
|
–
|
–
|
|
|
1063
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$298
|
+$285
|
+4
|
New
|
|
|
1064
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$260
|
+$214
|
+3
|
New
|
|
|
1065
|
3 Factor Indexing
Sacramento,
California
|
$224
|
–
|
–
|
–
|
|
|
1066
|
TFC Financial Management
Boston,
Massachusetts
|
$224
|
+$214
|
+3
|
New
|
|
|
1067
|
Godfrey Financial Associates
Glenmont,
New York
|
$223
|
–
|
–
|
–
|
|
|
1068
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$223
|
–
|
–
|
–
|
|
|
1069
|
Maryland Capital Advisors
Chester,
Maryland
|
$149
|
+$143
|
+2
|
New
|
|
|
1070
|
KEB Asset Management
Springfield,
Illinois
|
$79
|
+$71
|
+1
|
New
|
|
|
1071
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$74
|
+$71
|
+1
|
New
|
|
|
1072
|
|
–
|
-$44.6M
|
-609,323
|
Closed
|
|
|
1073
|
|
–
|
-$25.6M
|
-350,314
|
Closed
|
|
|
1074
|
Donoghue Forlines
Boston,
Massachusetts
|
–
|
-$4.32M
|
-58,994
|
Closed
|
|
|
1075
|
Renaissance Technologies
New York
|
–
|
-$3.62M
|
-49,500
|
Closed
|
|
