|
1
|
|
$38.6M
|
+$934K
|
+32,513
|
+3%
|
|
|
2
|
Dimension Capital Management
Coral Gables,
Florida
|
$25.5M
|
+$4.05M
|
+140,975
|
+20%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$8.38M
|
+$2.46M
|
+85,694
|
+44%
|
|
|
4
|
Wind River Trust Company
Jackson,
Wyoming
|
$8.38M
|
+$2.46M
|
+85,694
|
+44%
|
|
|
5
|
|
$2.72M
|
+$2.18M
|
+75,924
|
+528%
|
|
|
6
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$1.65M
|
–
|
–
|
–
|
|
|
7
|
Sentinel Trust
Houston,
Texas
|
$1.15M
|
+$322K
|
+11,200
|
+41%
|
|
|
8
|
Arrow Capital Management
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
9
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$798K
|
–
|
–
|
–
|
|
|
10
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$331K
|
-$37.5K
|
-1,306
|
-11%
|
|
|
11
|
Journey Advisory Group
Covington,
Kentucky
|
$301K
|
-$4.24M
|
-147,593
|
-94%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$241K
|
-$57.4K
|
-2,000
|
-20%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$53.9K
|
+$2.64K
|
+92
|
+5%
|
|
|
14
|
Byrne Asset Management
Kingston,
New Jersey
|
$4.51K
|
+$4.31K
|
+150
|
New
|
|
|
15
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$3.12M
|
-120,000
|
Closed
|
|
|
16
|
|
–
|
-$630K
|
-24,200
|
Closed
|
|
