|
126
|
Creative Planning
Overland Park,
Kansas
|
$147K
|
-$113K
|
-17,148
|
-46%
|
|
|
127
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$126K
|
–
|
–
|
–
|
|
|
128
|
D.A. Davidson & Co
Great Falls,
Montana
|
$122K
|
+$12.8K
|
+1,940
|
+13%
|
|
|
129
|
Paradigm Asset Management
New York
|
$115K
|
–
|
–
|
–
|
|
|
130
|
Manchester Capital Management
Manchester,
Vermont
|
$100K
|
+$89.8K
|
+13,608
|
New
|
|
|
131
|
Whittier Trust
South Pasadena,
California
|
$98K
|
-$11.6K
|
-1,760
|
-12%
|
|
|
132
|
Duncker Streett & Co
St. Louis,
Missouri
|
$88K
|
-$4.28K
|
-648
|
-5%
|
|
|
133
|
Evercore Wealth Management
New York
|
$72K
|
–
|
–
|
–
|
|
|
134
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$70K
|
+$2.32K
|
+352
|
+4%
|
|
|
135
|
Acrospire Investment Management
Chicago,
Illinois
|
$66K
|
+$59.6K
|
+9,032
|
New
|
|
|
136
|
Versant Capital Management
Phoenix,
Arizona
|
$65K
|
-$1.66K
|
-252
|
-3%
|
|
|
137
|
Bruderman Asset Management
Locust Valley,
New York
|
$60K
|
-$4.59K
|
-696
|
-8%
|
|
|
138
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$60K
|
+$4.38K
|
+664
|
+9%
|
|
|
139
|
Tortoise Investment Management
White Plains,
New York
|
$57K
|
–
|
–
|
–
|
|
|
140
|
Schroder Investment Management Group
London,
United Kingdom
|
$47K
|
–
|
–
|
–
|
|
|
141
|
MSI Financial Services
Springfield,
Massachusetts
|
$44K
|
-$1.32K
|
-200
|
-3%
|
|
|
142
|
US Bancorp
Minneapolis,
Minnesota
|
$43K
|
+$6.94K
|
+1,052
|
+22%
|
|
|
143
|
Russell Frank Company
Seattle,
Washington
|
$42K
|
-$2.04M
|
-309,920
|
-98%
|
|
|
144
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$38K
|
–
|
–
|
–
|
|
|
145
|
Sutton Wealth Advisors
Tampa,
Florida
|
$27.9K
|
+$25K
|
+3,788
|
New
|
|
|
146
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26K
|
-$9.87K
|
-1,496
|
-30%
|
|
|
147
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$23K
|
+$2.19K
|
+332
|
+12%
|
|
|
148
|
Focused Wealth Management
Newburgh,
New York
|
$15K
|
+$53
|
+8
|
+0.4%
|
|
|
149
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
+$53
|
+8
|
+0.4%
|
|
|
150
|
People's United Financial
Bridgeport,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
