|
51
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$67K
|
–
|
–
|
–
|
|
|
52
|
Blume Capital Management
Berkeley,
California
|
$67K
|
–
|
–
|
–
|
|
|
53
|
Cutler Group
San Francisco,
California
|
$67K
|
+$63.8K
|
+1,000
|
New
|
|
|
54
|
Solstein Capital
Menlo Park,
California
|
$67K
|
+$63.8K
|
+1,000
|
New
|
|
|
55
|
Global Retirement Partners
San Rafael,
California
|
$60K
|
+$1.21K
|
+19
|
+2%
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$55K
|
+$52.5K
|
+824
|
New
|
|
|
57
|
Biltmore Family Office
Charlotte,
North Carolina
|
$54K
|
–
|
–
|
–
|
|
|
58
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$36K
|
–
|
–
|
–
|
|
|
59
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33K
|
+$31.1K
|
+488
|
New
|
|
|
60
|
Tradewinds Capital Management
Bellingham,
Washington
|
$28K
|
–
|
–
|
–
|
|
|
61
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
62
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$22K
|
+$21K
|
+330
|
New
|
|
|
63
|
LifePlan Financial Group
Dayton,
Ohio
|
$18K
|
–
|
–
|
–
|
|
|
64
|
QCI Asset Management
Pittsford,
New York
|
$17K
|
–
|
–
|
–
|
|
|
65
|
|
$13K
|
-$4.14K
|
-65
|
-25%
|
|
|
66
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
67
|
|
$13K
|
–
|
–
|
–
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
69
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$12K
|
+$11.2K
|
+175
|
New
|
|
|
70
|
Ballast Advisors
Woodbury,
Minnesota
|
$11K
|
+$10.8K
|
+170
|
New
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
72
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$9K
|
–
|
–
|
–
|
|
|
73
|
|
$8K
|
–
|
–
|
–
|
|
|
74
|
Central Trust Company
Jefferson City,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
75
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$5K
|
+$4.46K
|
+70
|
New
|
|
