|
451
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$511K
|
–
|
–
|
–
|
|
|
452
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$502K
|
–
|
–
|
–
|
|
|
453
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$488K
|
+$468K
|
+18,210
|
New
|
|
|
454
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$482K
|
+$75.2K
|
+2,928
|
+19%
|
|
|
455
|
|
$477K
|
+$404K
|
+15,741
|
+759%
|
|
|
456
|
Creative Financial Designs
Kokomo,
Indiana
|
$474K
|
-$83.1K
|
-3,234
|
-15%
|
|
|
457
|
Carret Asset Management
New York
|
$468K
|
–
|
–
|
–
|
|
|
458
|
Klingman & Associates
New York
|
$467K
|
–
|
–
|
–
|
|
|
459
|
Goldstein Advisors
Madison,
Wisconsin
|
$466K
|
–
|
–
|
–
|
|
|
460
|
TrinityPoint Wealth
Milford,
Connecticut
|
$466K
|
+$28.1K
|
+1,095
|
+7%
|
|
|
461
|
American Investment Services
Great Barrington,
Massachusetts
|
$463K
|
+$694
|
+27
|
+0.2%
|
|
|
462
|
WESCAP Management Group
Glendale,
California
|
$462K
|
-$14.1K
|
-549
|
-3%
|
|
|
463
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$456K
|
–
|
–
|
–
|
|
|
464
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$454K
|
+$904K
|
+35,184
|
+229%
|
|
|
465
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$454K
|
-$90.2K
|
-3,510
|
-17%
|
|
|
466
|
Wealthspan Partners
Davenport,
Iowa
|
$450K
|
–
|
–
|
–
|
|
|
467
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$448K
|
–
|
–
|
–
|
|
|
468
|
Marotta Asset Management
Charlottesville,
Virginia
|
$446K
|
-$58.4K
|
-2,274
|
-12%
|
|
|
469
|
Avior Wealth Management
Omaha,
Nebraska
|
$444K
|
-$32.8K
|
-1,275
|
-7%
|
|
|
470
|
Zhang Financial
Portage,
Michigan
|
$443K
|
-$78.6K
|
-3,060
|
-16%
|
|
|
471
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$442K
|
+$1.77K
|
+69
|
+0.4%
|
|
|
472
|
Bridges Investment Management
Omaha,
Nebraska
|
$440K
|
+$12.3K
|
+480
|
+3%
|
|
|
473
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$435K
|
+$77
|
+3
|
+0%
|
|
|
474
|
Family Asset Management
Charleston,
South Carolina
|
$434K
|
-$99K
|
-3,855
|
-19%
|
|
|
475
|
Avity Investment Management
Greenwich,
Connecticut
|
$433K
|
+$154
|
+6
|
+0%
|
|
