|
201
|
First Interstate Bank
Billings,
Montana
|
$549K
|
–
|
–
|
–
|
|
|
202
|
Camelot Portfolios
Maumee,
Ohio
|
$504K
|
-$74.5K
|
-1,834
|
-13%
|
|
|
203
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$501K
|
–
|
–
|
–
|
|
|
204
|
Apriem Advisors
Irvine,
California
|
$499K
|
+$203K
|
+5,000
|
+71%
|
|
|
205
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$494K
|
–
|
–
|
–
|
|
|
206
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$487K
|
–
|
–
|
–
|
|
|
207
|
Rathbones Group
Liverpool,
United Kingdom
|
$479K
|
+$467K
|
+11,500
|
New
|
|
|
208
|
HC Advisors
Sandy Springs,
Georgia
|
$456K
|
-$28.9K
|
-712
|
-6%
|
|
|
209
|
Knoll Capital Management
Miami,
Florida
|
$447K
|
–
|
–
|
–
|
|
|
210
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$446K
|
–
|
–
|
–
|
|
|
211
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$427K
|
+$417K
|
+10,270
|
New
|
|
|
212
|
Tectonic Advisors
Frisco,
Texas
|
$423K
|
+$72.8K
|
+1,792
|
+21%
|
|
|
213
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$404K
|
+$394K
|
+9,700
|
New
|
|
|
214
|
Insight 2811 Inc
Chicago,
Illinois
|
$402K
|
-$62K
|
-1,525
|
-14%
|
|
|
215
|
Asahi Life Asset Management
Tokyo,
Japan
|
$400K
|
+$390K
|
+9,610
|
New
|
|
|
216
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$397K
|
–
|
–
|
–
|
|
|
217
|
Titus Wealth Management
Larskpur,
California
|
$388K
|
–
|
–
|
–
|
|
|
218
|
Avantax Advisory Services
Dallas,
Texas
|
$381K
|
+$42.2K
|
+1,039
|
+13%
|
|
|
219
|
Pin Oak Investment Advisors
Houston,
Texas
|
$363K
|
–
|
–
|
–
|
|
|
220
|
BCS Wealth Management
Johnson City,
Tennessee
|
$354K
|
–
|
–
|
–
|
|
|
221
|
Prelude Capital Management
New York
|
$351K
|
-$76.8K
|
-1,890
|
-18%
|
|
|
222
|
Cheviot Value Management
Beverly Hills,
California
|
$335K
|
+$72.3K
|
+1,780
|
+28%
|
|
|
223
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
224
|
Creative Planning
Overland Park,
Kansas
|
$329K
|
-$84.5K
|
-2,079
|
-21%
|
|
|
225
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$303K
|
+$49K
|
+1,205
|
+20%
|
|
