|
1201
|
Castleark Management
Chicago,
Illinois
|
$39K
|
–
|
–
|
–
|
|
|
1202
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$39K
|
–
|
–
|
–
|
|
|
1203
|
Howe & Rusling
Rochester,
New York
|
$38K
|
+$5.38K
|
+66
|
+17%
|
|
|
1204
|
Davidson Investment Advisors
Great Falls,
Montana
|
$36K
|
–
|
–
|
–
|
|
|
1205
|
Focused Wealth Management
Newburgh,
New York
|
$33K
|
–
|
–
|
–
|
|
|
1206
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$32K
|
–
|
–
|
–
|
|
|
1207
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$32K
|
–
|
–
|
–
|
|
|
1208
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
1209
|
Vigilant Capital Management
Portland,
Maine
|
$32K
|
–
|
–
|
–
|
|
|
1210
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$28K
|
+$10.4K
|
+128
|
+57%
|
|
|
1211
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
1212
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$26K
|
+$6.03K
|
+74
|
+30%
|
|
|
1213
|
New York Life Trust
New York
|
$26K
|
+$6.12K
|
+75
|
+30%
|
|
|
1214
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$25K
|
–
|
–
|
–
|
|
|
1215
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$24.2K
|
–
|
–
|
–
|
|
|
1216
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
1217
|
Tarbox Family Office
Newport Beach,
California
|
$22K
|
+$897
|
+11
|
+4%
|
|
|
1218
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
1219
|
Kanaly Trust
Houston,
Texas
|
$16K
|
-$12.4K
|
-152
|
-43%
|
|
|
1220
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
1221
|
Ruggie Capital Group
Tavares,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
1222
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$15K
|
–
|
–
|
–
|
|
|
1223
|
Penserra Capital Management
Orinda,
California
|
$15K
|
+$6.36K
|
+78
|
+67%
|
|
|
1224
|
Hefty Wealth Partners
Auburn,
Indiana
|
$14K
|
–
|
–
|
–
|
|
|
1225
|
Delphi Private Advisors
San Diego,
California
|
$13K
|
-$978
|
-12
|
-7%
|
|