|
1051
|
Brighton Jones LLC
Seattle,
Washington
|
$210K
|
-$15.8K
|
-215
|
-8%
|
|
|
1052
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$210K
|
+$195K
|
+2,651
|
New
|
|
|
1053
|
Burleson & Co
Petaluma,
California
|
$209K
|
+$195K
|
+2,654
|
New
|
|
|
1054
|
MAI Capital Management
Independence,
Ohio
|
$208K
|
+$192K
|
+2,615
|
New
|
|
|
1055
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$208K
|
+$192K
|
+2,616
|
New
|
|
|
1056
|
IberiaBank
Lafayette,
Louisiana
|
$207K
|
+$192K
|
+2,610
|
New
|
|
|
1057
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$206K
|
-$93.6K
|
-1,275
|
-33%
|
|
|
1058
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$206K
|
–
|
–
|
–
|
|
|
1059
|
Frontier Wealth Management
Kansas City,
Missouri
|
$204K
|
+$188K
|
+2,567
|
New
|
|
|
1060
|
Manchester Capital Management
Manchester,
Vermont
|
$202K
|
-$18.5K
|
-252
|
-9%
|
|
|
1061
|
Choreo LLC
Rockford,
Illinois
|
$202K
|
+$186K
|
+2,540
|
New
|
|
|
1062
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$201K
|
+$184K
|
+2,500
|
New
|
|
|
1063
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$200K
|
–
|
–
|
–
|
|
|
1064
|
Sutton Wealth Advisors
Tampa,
Florida
|
$200K
|
–
|
–
|
–
|
|
|
1065
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$190K
|
+$175K
|
+2,387
|
New
|
|
|
1066
|
TD Capital Management
Memphis,
Tennessee
|
$189K
|
+$661
|
+9
|
+0.4%
|
|
|
1067
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$188K
|
+$48.1K
|
+655
|
+38%
|
|
|
1068
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$182K
|
-$62.3K
|
-848
|
-27%
|
|
|
1069
|
Gables Capital Management
Miami,
Florida
|
$181K
|
+$167K
|
+2,280
|
New
|
|
|
1070
|
Security National Trust
Wheeling,
West Virginia
|
$179K
|
–
|
–
|
–
|
|
|
1071
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$175K
|
-$3.89K
|
-53
|
-2%
|
|
|
1072
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$173K
|
+$5.73K
|
+78
|
+4%
|
|
|
1073
|
Family Capital Trust
Peabody,
Massachusetts
|
$171K
|
–
|
–
|
–
|
|
|
1074
|
NuWave Investment Management
Parsippany,
New Jersey
|
$167K
|
-$505K
|
-6,884
|
-76%
|
|
|
1075
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$165K
|
–
|
–
|
–
|
|
