|
226
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$571K
|
–
|
–
|
–
|
|
|
227
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$559K
|
–
|
–
|
–
|
|
|
228
|
Tortoise Investment Management
White Plains,
New York
|
$556K
|
-$139K
|
-4,520
|
-20%
|
|
|
229
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$555K
|
–
|
–
|
–
|
|
|
230
|
Lucia Wealth Services
San Diego,
California
|
$543K
|
-$31.4K
|
-1,018
|
-5%
|
|
|
231
|
Catalyst Capital Advisors
Huntington,
New York
|
$543K
|
–
|
–
|
–
|
|
|
232
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$530K
|
-$1.27M
|
-41,276
|
-71%
|
|
|
233
|
Private Wealth Group
Tampa,
Florida
|
$523K
|
+$523K
|
+16,953
|
New
|
|
|
234
|
Stratford Consulting
Addison,
Texas
|
$511K
|
+$1.6K
|
+52
|
+0.3%
|
|
|
235
|
Smith, Moore & Co
Clayton,
Missouri
|
$510K
|
-$12.6K
|
-410
|
-2%
|
|
|
236
|
Colony Group
Boston,
Massachusetts
|
$507K
|
-$5.15K
|
-167
|
-1%
|
|
|
237
|
Gould Asset Management
Claremont,
California
|
$489K
|
+$30.2K
|
+981
|
+7%
|
|
|
238
|
LGL Partners
Philadelphia,
Pennsylvania
|
$476K
|
-$17.9K
|
-581
|
-4%
|
|
|
239
|
Integrated Advisors Network
Dallas,
Texas
|
$469K
|
+$468K
|
+15,194
|
New
|
|
|
240
|
Atwood & Palmer
Kansas City,
Missouri
|
$464K
|
-$724K
|
-23,500
|
-61%
|
|
|
241
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$441K
|
–
|
–
|
–
|
|
|
242
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$429K
|
–
|
–
|
–
|
|
|
243
|
Raymond James Trust
St. Petersburg,
Florida
|
$427K
|
-$10K
|
-325
|
-2%
|
|
|
244
|
Capital Planning Advisors
Roseville,
California
|
$426K
|
-$4.16K
|
-135
|
-1%
|
|
|
245
|
Snowden Capital Advisors
New York
|
$422K
|
-$70K
|
-2,272
|
-14%
|
|
|
246
|
PFG Advisors
Phoenix,
Arizona
|
$422K
|
-$8.17K
|
-265
|
-2%
|
|
|
247
|
BFSG LLC
Irvine,
California
|
$413K
|
-$71.8K
|
-2,330
|
-15%
|
|
|
248
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$399K
|
+$1.94K
|
+63
|
+0.5%
|
|
|
249
|
People's United Financial
Bridgeport,
Connecticut
|
$392K
|
+$38.2K
|
+1,239
|
+11%
|
|
|
250
|
Bellecapital
Zurich,
Switzerland
|
$386K
|
-$18.5K
|
-600
|
-5%
|
|
