|
126
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$607K
|
–
|
–
|
–
|
|
|
127
|
|
$494K
|
+$242K
|
+10,414
|
+97%
|
|
|
128
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$490K
|
–
|
–
|
–
|
|
|
129
|
Ritholtz Wealth Management
New York
|
$454K
|
+$240K
|
+10,325
|
+113%
|
|
|
130
|
|
$448K
|
–
|
–
|
–
|
|
|
131
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$425K
|
–
|
–
|
–
|
|
|
132
|
Chesley Taft & Associates
Chicago,
Illinois
|
$425K
|
+$211K
|
+9,098
|
+100%
|
|
|
133
|
Summit Asset Management
Memphis,
Tennessee
|
$423K
|
+$113K
|
+4,880
|
+37%
|
|
|
134
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$423K
|
-$4.18K
|
-180
|
-1%
|
|
|
135
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$413K
|
+$399K
|
+17,182
|
+3,436%
|
|
|
136
|
Granite Harbor Advisors
Houston,
Texas
|
$410K
|
+$408K
|
+17,564
|
New
|
|
|
137
|
Beacon Financial Group
Dallas,
Texas
|
$407K
|
+$404K
|
+17,415
|
New
|
|
|
138
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$397K
|
+$395K
|
+17,014
|
New
|
|
|
139
|
Snowden Capital Advisors
New York
|
$392K
|
-$566K
|
-24,358
|
Closed
|
|
|
140
|
Private Portfolio Partners
Paramus,
New Jersey
|
$382K
|
–
|
–
|
–
|
|
|
141
|
First Interstate Bank
Billings,
Montana
|
$377K
|
-$317K
|
-13,660
|
-46%
|
|
|
142
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$374K
|
+$372K
|
+16,016
|
New
|
|
|
143
|
Ranch Capital Advisors
Sarasota,
Florida
|
$374K
|
+$371K
|
+16,000
|
New
|
|
|
144
|
Avantax Planning Partners
Dubuque,
Iowa
|
$349K
|
–
|
–
|
–
|
|
|
145
|
Global Retirement Partners
San Rafael,
California
|
$348K
|
+$43.9K
|
+1,893
|
+15%
|
|
|
146
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$346K
|
+$73.4K
|
+3,161
|
+27%
|
|
|
147
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$339K
|
+$337K
|
+14,499
|
New
|
|
|
148
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$325K
|
–
|
–
|
–
|
|
|
149
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$323K
|
+$78.5K
|
+3,381
|
+32%
|
|
|
150
|
Horizons Wealth Management
Asheville,
North Carolina
|
$319K
|
+$34.2K
|
+1,471
|
+12%
|
|
