|
201
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$400K
|
–
|
–
|
–
|
|
|
202
|
First Horizon Advisors
Memphis,
Tennessee
|
$398K
|
-$32.9K
|
-1,014
|
-8%
|
|
|
203
|
Stone Toro Investment Advisers
Princeton,
New Jersey
|
$389K
|
-$34.2K
|
-1,054
|
-8%
|
|
|
204
|
Lynch & Associates
Newburgh,
Indiana
|
$387K
|
+$31.7K
|
+976
|
+9%
|
|
|
205
|
ACG Wealth
Atlanta,
Georgia
|
$382K
|
-$46.2K
|
-1,424
|
-11%
|
|
|
206
|
BOK Financial
Tulsa,
Oklahoma
|
$378K
|
-$4.48K
|
-138
|
-1%
|
|
|
207
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$365K
|
–
|
–
|
–
|
|
|
208
|
Placemark Investments
Chicago,
Illinois
|
$363K
|
-$443K
|
-13,652
|
-56%
|
|
|
209
|
Scotia Capital
Toronto,
Ontario, Canada
|
$362K
|
+$351K
|
+10,834
|
New
|
|
|
210
|
Coyle Financial Counsel
Glenview,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
211
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$359K
|
-$8.11K
|
-250
|
-2%
|
|
|
212
|
Kessler Investment Group
Columbus,
Indiana
|
$359K
|
-$130
|
-4
|
-0%
|
|
|
213
|
City National Bank
Beverly Hills,
Delaware
|
$358K
|
+$22.5K
|
+694
|
+7%
|
|
|
214
|
Pinnacle Associates
New York
|
$351K
|
+$8.11K
|
+250
|
+2%
|
|
|
215
|
Aspiriant Holdings S3
Los Angeles,
California
|
$350K
|
-$626K
|
-19,302
|
-65%
|
|
|
216
|
Parsons Capital Management
Providence,
Rhode Island
|
$349K
|
–
|
–
|
–
|
|
|
217
|
|
$340K
|
+$331K
|
+10,188
|
New
|
|
|
218
|
Denver Investment Advisors
Denver,
Colorado
|
$337K
|
+$32.7K
|
+1,008
|
+11%
|
|
|
219
|
Dock Street Asset Management
Palm Beach,
Florida
|
$330K
|
-$2.53K
|
-78
|
-0.8%
|
|
|
220
|
Appleton Group
Appleton,
Wisconsin
|
$326K
|
+$5.13K
|
+158
|
+2%
|
|
|
221
|
State Street
Boston,
Massachusetts
|
$321K
|
-$101M
|
-3,108,512
|
-100%
|
|
|
222
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$320K
|
–
|
–
|
–
|
|
|
223
|
Summit Securities Group
New York
|
$314K
|
+$71.4K
|
+2,200
|
+31%
|
|
|
224
|
Manchester Capital Management
Manchester,
Vermont
|
$310K
|
–
|
–
|
–
|
|
|
225
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$305K
|
-$6.49K
|
-200
|
-2%
|
|
