|
351
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$206K
|
-$5.5K
|
-228
|
-3%
|
|
|
352
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$204K
|
+$203K
|
+8,406
|
New
|
|
|
353
|
Alesco Advisors
Pittsford,
New York
|
$202K
|
–
|
–
|
–
|
|
|
354
|
Global Endowment Management
Charlotte,
North Carolina
|
$201K
|
–
|
–
|
–
|
|
|
355
|
Planned Solutions
Folsom,
California
|
$201K
|
+$200K
|
+8,295
|
New
|
|
|
356
|
Asset Dedication LLC
San Francisco,
California
|
$182K
|
-$339K
|
-14,046
|
-65%
|
|
|
357
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$182K
|
–
|
–
|
–
|
|
|
358
|
Physician Wealth Advisors
Midvale,
Utah
|
$171K
|
+$52.4K
|
+2,170
|
+44%
|
|
|
359
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$162K
|
–
|
–
|
–
|
|
|
360
|
Bogart Wealth LLC
Mclean,
Virginia
|
$155K
|
+$24
|
+1
|
+0%
|
|
|
361
|
Cloud Capital Management
Seattle,
Washington
|
$153K
|
+$153K
|
+6,333
|
New
|
|
|
362
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$143K
|
-$10.2K
|
-422
|
-7%
|
|
|
363
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$133K
|
+$133K
|
+5,506
|
New
|
|
|
364
|
Private Trust Company
Cleveland,
Ohio
|
$124K
|
+$4.9K
|
+203
|
+4%
|
|
|
365
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$124K
|
–
|
–
|
–
|
|
|
366
|
Coastline Trust
Providence,
Rhode Island
|
$118K
|
–
|
–
|
–
|
|
|
367
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$117K
|
-$48
|
-2
|
-0%
|
|
|
368
|
Trust Company
Manhattan,
Kansas
|
$114K
|
+$25.1K
|
+1,039
|
+28%
|
|
|
369
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$99K
|
–
|
–
|
–
|
|
|
370
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$91.4K
|
–
|
–
|
–
|
|
|
371
|
AlphaCore Capital
La Jolla,
California
|
$88.6K
|
+$88.3K
|
+3,660
|
New
|
|
|
372
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$77.5K
|
-$91.5K
|
-3,790
|
-54%
|
|
|
373
|
First Horizon Advisors
Memphis,
Tennessee
|
$77.2K
|
–
|
–
|
–
|
|
|
374
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$74.5K
|
–
|
–
|
–
|
|
|
375
|
United Community Bank
Greenville,
South Carolina
|
$74.3K
|
+$30K
|
+1,245
|
+68%
|
|
