|
401
|
First Interstate Bank
Billings,
Montana
|
$43K
|
–
|
–
|
–
|
|
|
402
|
Proficio Capital Partners
Newton,
Massachusetts
|
$41K
|
+$41.2K
|
+1,900
|
New
|
|
|
403
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$37K
|
-$8.76K
|
-404
|
-19%
|
|
|
404
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$36K
|
+$36.2K
|
+1,670
|
New
|
|
|
405
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$35K
|
+$34.7K
|
+1,600
|
New
|
|
|
406
|
Cable Hill Partners
Portland,
Oregon
|
$34K
|
–
|
–
|
–
|
|
|
407
|
North Star Investment Management
Chicago,
Illinois
|
$32K
|
–
|
–
|
–
|
|
|
408
|
Gupta Wealth Management
San Diego,
California
|
$32K
|
+$14.7K
|
+680
|
+85%
|
|
|
409
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
410
|
Bollard Group
Boston,
Massachusetts
|
$29K
|
+$260
|
+12
|
+0.9%
|
|
|
411
|
Joel Isaacson & Co
New York
|
$28K
|
+$8.88K
|
+410
|
+47%
|
|
|
412
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$27K
|
+$14K
|
+648
|
+108%
|
|
|
413
|
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
|
$26K
|
+$26K
|
+1,200
|
New
|
|
|
414
|
Bartlett & Co
Cincinnati,
Ohio
|
$24K
|
–
|
–
|
–
|
|
|
415
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24K
|
+$23.8K
|
+1,100
|
New
|
|
|
416
|
WhitTier Trust Company
Reno,
Nevada
|
$22K
|
–
|
–
|
–
|
|
|
417
|
Argentus Capital Management
Dallas,
Texas
|
$20K
|
-$65.3K
|
-3,014
|
-76%
|
|
|
418
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$20K
|
+$20.3K
|
+938
|
New
|
|
|
419
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$17.4K
|
-$10.4K
|
-480
|
-37%
|
|
|
420
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$15K
|
+$997
|
+46
|
+7%
|
|
|
421
|
Barrett Asset Management
New York
|
$13K
|
–
|
–
|
–
|
|
|
422
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
+$13.2K
|
+610
|
New
|
|
|
423
|
Grove Bank & Trust
Miami,
Florida
|
$12K
|
+$11.6K
|
+536
|
New
|
|
|
424
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$12K
|
+$12.4K
|
+570
|
New
|
|
|
425
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11K
|
+$43
|
+2
|
+0.4%
|
|
