|
851
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$225K
|
–
|
–
|
–
|
|
|
852
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$222K
|
-$12.3K
|
-225
|
-5%
|
|
|
853
|
Rand Wealth
Baltimore,
Maryland
|
$220K
|
+$223K
|
+4,080
|
New
|
|
|
854
|
Merion Investment Management
Bay Harbor Islands,
Florida
|
$216K
|
-$273K
|
-5,000
|
-56%
|
|
|
855
|
Northeast Financial Consultants
Westport,
Connecticut
|
$216K
|
-$109K
|
-2,000
|
-33%
|
|
|
856
|
Harvest Capital Management
Concord,
New Hampshire
|
$215K
|
–
|
–
|
–
|
|
|
857
|
New York Life Trust
New York
|
$212K
|
+$1.86K
|
+34
|
+0.9%
|
|
|
858
|
KCM Investment Advisors
Greenbrae,
California
|
$210K
|
+$10.8K
|
+198
|
+5%
|
|
|
859
|
United Asset Strategies
Garden City,
New York
|
$209K
|
+$211K
|
+3,867
|
New
|
|
|
860
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
861
|
CTC Alternative Strategies
Chicago,
Illinois
|
$205K
|
-$235K
|
-4,300
|
-53%
|
|
|
862
|
Boys Arnold & Co
Asheville,
North Carolina
|
$205K
|
-$13.7K
|
-250
|
-6%
|
|
|
863
|
Truist Financial
Charlotte,
North Carolina
|
$202K
|
+$204K
|
+3,731
|
New
|
|
|
864
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$195K
|
–
|
–
|
–
|
|
|
865
|
People's United Financial
Bridgeport,
Connecticut
|
$193K
|
-$65.6K
|
-1,200
|
-25%
|
|
|
866
|
Itau USA Asset Management
New York
|
$184K
|
–
|
–
|
–
|
|
|
867
|
WhitTier Trust Company
Reno,
Nevada
|
$177K
|
–
|
–
|
–
|
|
|
868
|
Edge Wealth Management
New York
|
$173K
|
+$63.5K
|
+1,163
|
+57%
|
|
|
869
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$162K
|
–
|
–
|
–
|
|
|
870
|
Avior Wealth Management
Omaha,
Nebraska
|
$157K
|
–
|
–
|
–
|
|
|
871
|
PineBridge Investments
New York
|
$149K
|
+$4.81K
|
+88
|
+3%
|
|
|
872
|
Barrett Asset Management
New York
|
$146K
|
–
|
–
|
–
|
|
|
873
|
Brave Asset Management
Summit,
New Jersey
|
$143K
|
+$27.3K
|
+500
|
+23%
|
|
|
874
|
Joel Isaacson & Co
New York
|
$137K
|
+$12.2K
|
+224
|
+10%
|
|
|
875
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$136K
|
-$11.5K
|
-210
|
-8%
|
|
