|
51
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$409K
|
–
|
–
|
–
|
|
|
52
|
3D/L Capital Management
Hartford,
Connecticut
|
$390K
|
+$1.36K
|
+8
|
+0.3%
|
|
|
53
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$390K
|
-$948K
|
-5,582
|
-70%
|
|
|
54
|
Choate Investment Advisors
Boston,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
|
55
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$326K
|
-$1.32M
|
-7,780
|
-80%
|
|
|
56
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$318K
|
–
|
–
|
–
|
|
|
57
|
Orca Investment Management
Roseburg,
Oregon
|
$317K
|
–
|
–
|
–
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$309K
|
–
|
–
|
–
|
|
|
59
|
Lido Advisors
Los Angeles,
California
|
$302K
|
–
|
–
|
–
|
|
|
60
|
Wealth Architects
Mountain View,
California
|
$289K
|
-$245K
|
-1,445
|
-45%
|
|
|
61
|
Empire Financial Management Company
New York
|
$269K
|
–
|
–
|
–
|
|
|
62
|
Savant Capital
Rockford,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
63
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$258K
|
-$158K
|
-933
|
-37%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$238K
|
–
|
–
|
–
|
|
|
65
|
L & S Advisors
Los Angeles,
California
|
$212K
|
-$297K
|
-1,748
|
-57%
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$165K
|
–
|
–
|
–
|
|
|
67
|
Garde Capital
Seattle,
Washington
|
$120K
|
–
|
–
|
–
|
|
|
68
|
CNB Bank
Clearfield,
Pennsylvania
|
$105K
|
–
|
–
|
–
|
|
|
69
|
Annapolis Financial Services
Annapolis,
Maryland
|
$99.5K
|
–
|
–
|
–
|
|
|
70
|
|
$98.4K
|
–
|
–
|
–
|
|
|
71
|
Versant Capital Management
Phoenix,
Arizona
|
$97.7K
|
–
|
–
|
–
|
|
|
72
|
West Paces Advisors
Atlanta,
Georgia
|
$79.2K
|
–
|
–
|
–
|
|
|
73
|
PSI Advisors
Tampa,
Florida
|
$54.3K
|
–
|
–
|
–
|
|
|
74
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33K
|
–
|
–
|
–
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$32.7K
|
–
|
–
|
–
|
|
