|
401
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$68K
|
+$16.5K
|
+400
|
+31%
|
|
|
402
|
Whittier Trust
South Pasadena,
California
|
$66K
|
–
|
–
|
–
|
|
|
403
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$63K
|
+$63.9K
|
+1,551
|
New
|
|
|
404
|
|
$60K
|
–
|
–
|
–
|
|
|
405
|
Ancora Advisors
Cleveland,
Ohio
|
$60K
|
+$61.2K
|
+1,485
|
New
|
|
|
406
|
Reilly Financial Advisors
La Mesa,
California
|
$58K
|
-$74.7K
|
-1,814
|
-56%
|
|
|
407
|
Geneos Wealth Management
Englewood,
Colorado
|
$58K
|
–
|
–
|
–
|
|
|
408
|
Truvestments Capital
Sarasota,
Florida
|
$57K
|
+$58.4K
|
+1,419
|
New
|
|
|
409
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$52K
|
–
|
–
|
–
|
|
|
410
|
SignatureFD
Atlanta,
Georgia
|
$49K
|
-$37.6K
|
-912
|
-43%
|
|
|
411
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$48K
|
–
|
–
|
–
|
|
|
412
|
Barnett & Company
Chattanooga,
Tennessee
|
$44K
|
+$44.7K
|
+1,086
|
New
|
|
|
413
|
City Holding Co
Charleston,
West Virginia
|
$43K
|
-$13.9K
|
-337
|
-24%
|
|
|
414
|
Legacy Financial Advisors
Covington,
Kentucky
|
$41K
|
-$4.28K
|
-104
|
-9%
|
|
|
415
|
Global Retirement Partners
San Rafael,
California
|
$40K
|
-$15.7K
|
-382
|
-28%
|
|
|
416
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$39.2K
|
–
|
–
|
–
|
|
|
417
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$39K
|
-$20K
|
-485
|
-34%
|
|
|
418
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$37.5K
|
+$37.7K
|
+915
|
New
|
|
|
419
|
Estabrook Capital Management
New York
|
$36.5K
|
-$18.5K
|
-450
|
-33%
|
|
|
420
|
Duncker Streett & Co
St. Louis,
Missouri
|
$34K
|
–
|
–
|
–
|
|
|
421
|
AssetMark Inc
Concord,
California
|
$32K
|
+$2.68K
|
+65
|
+9%
|
|
|
422
|
Tompkins Financial
Ithaca,
New York
|
$32K
|
+$20.6K
|
+500
|
+167%
|
|
|
423
|
Private Ocean
San Rafael,
California
|
$30K
|
–
|
–
|
–
|
|
|
424
|
Balentine LLC
Atlanta,
Georgia
|
$28K
|
+$6.47K
|
+157
|
+29%
|
|
|
425
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
