|
201
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.18M
|
-$2.31M
|
-19,060
|
-31%
|
|
|
202
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$5.01M
|
+$105K
|
+864
|
+2%
|
|
|
203
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$4.99M
|
+$165K
|
+1,363
|
+3%
|
|
|
204
|
Oppenheimer & Co
New York
|
$4.98M
|
+$563K
|
+4,651
|
+13%
|
|
|
205
|
Snowden Capital Advisors
New York
|
$4.97M
|
-$852K
|
-7,039
|
-15%
|
|
|
206
|
Regis Management Company
Menlo Park,
California
|
$4.96M
|
+$763K
|
+6,303
|
+18%
|
|
|
207
|
Sarasin & Partners
London,
United Kingdom
|
$4.95M
|
+$138K
|
+1,137
|
+3%
|
|
|
208
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.9M
|
+$4.88M
|
+40,316
|
New
|
|
|
209
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$4.75M
|
+$4.73M
|
+39,062
|
New
|
|
|
210
|
Karp Capital Management
Sausalito,
California
|
$4.65M
|
+$467K
|
+3,860
|
+11%
|
|
|
211
|
Arrow Investment Advisors
Laurel,
Maryland
|
$4.62M
|
+$370K
|
+3,060
|
+9%
|
|
|
212
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.56M
|
+$3.13M
|
+25,900
|
+223%
|
|
|
213
|
Darwin Wealth Management
Tampa,
Florida
|
$4.5M
|
+$3.56M
|
+29,416
|
+388%
|
|
|
214
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.49M
|
+$169K
|
+1,394
|
+4%
|
|
|
215
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.4M
|
+$238K
|
+1,971
|
+6%
|
|
|
216
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$4.32M
|
-$426K
|
-3,517
|
-9%
|
|
|
217
|
Norway Savings Bank
Portland,
Maine
|
$4.32M
|
+$126K
|
+1,045
|
+3%
|
|
|
218
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.18M
|
+$1.14M
|
+9,449
|
+38%
|
|
|
219
|
Venturi Wealth Management
Austin,
Texas
|
$4.18M
|
+$1.68M
|
+13,907
|
+68%
|
|
|
220
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$4.15M
|
-$720K
|
-5,954
|
-15%
|
|
|
221
|
UMB Bank
Kansas City,
Missouri
|
$4.11M
|
+$727K
|
+6,009
|
+22%
|
|
|
222
|
CPWM LLC
Seattle,
Washington
|
$4.04M
|
+$8.83K
|
+73
|
+0.2%
|
|
|
223
|
CIBC World Markets
New York
|
$3.99M
|
–
|
–
|
–
|
|
|
224
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$3.98M
|
+$3.96M
|
+32,728
|
New
|
|
|
225
|
First Washington Corp
Seattle,
Washington
|
$3.93M
|
–
|
–
|
–
|
|
