|
1
|
|
$32.5M
|
+$8.26M
|
+302,740
|
+32%
|
|
|
2
|
Dimension Capital Management
Coral Gables,
Florida
|
$18.4M
|
+$8.72M
|
+319,260
|
+83%
|
|
|
3
|
Brown Advisory
Baltimore,
Maryland
|
$5.02M
|
+$2.56M
|
+93,775
|
+95%
|
|
|
4
|
Wind River Trust Company
Jackson,
Wyoming
|
$5.02M
|
+$2.56M
|
+93,775
|
+95%
|
|
|
5
|
Journey Advisory Group
Covington,
Kentucky
|
$4.1M
|
+$4.3M
|
+157,593
|
New
|
|
|
6
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.12M
|
–
|
–
|
–
|
|
|
7
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$1.43M
|
+$1.5M
|
+54,784
|
New
|
|
|
8
|
Arrow Capital Management
New York
|
$990K
|
–
|
–
|
–
|
|
|
9
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$798K
|
+$782K
|
+28,646
|
New
|
|
|
10
|
Sentinel Trust
Houston,
Texas
|
$703K
|
+$355K
|
+13,000
|
+93%
|
|
|
11
|
|
$630K
|
+$661K
|
+24,200
|
New
|
|
|
12
|
|
$375K
|
+$393K
|
+14,389
|
New
|
|
|
13
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$320K
|
-$3.69K
|
-135
|
-1%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$44.2K
|
+$46.4K
|
+1,698
|
New
|
|
|
16
|
GTS Securities
Miami,
Florida
|
–
|
-$577K
|
-21,611
|
Closed
|
|
