|
501
|
Tortoise Investment Management
White Plains,
New York
|
$16K
|
–
|
–
|
–
|
|
|
502
|
Trust Company
Manhattan,
Kansas
|
$15K
|
-$35.2K
|
-746
|
-71%
|
|
|
503
|
Evercore Wealth Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
504
|
Waverly Advisors
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
505
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15K
|
+$10.5K
|
+222
|
+267%
|
|
|
506
|
PineBridge Investments
New York
|
$14K
|
-$1.23K
|
-26
|
-8%
|
|
|
507
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$13.2K
|
+$16.5K
|
+350
|
New
|
|
|
508
|
Howe & Rusling
Rochester,
New York
|
$12K
|
-$3.44K
|
-73
|
-23%
|
|
|
509
|
TD Capital Management
Memphis,
Tennessee
|
$11K
|
+$47
|
+1
|
+0.5%
|
|
|
510
|
Hartford Financial Management
Hartford,
Connecticut
|
$11K
|
+$10.9K
|
+231
|
New
|
|
|
511
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10K
|
-$819K
|
-17,364
|
-99%
|
|
|
512
|
Archford Capital Strategies
Swansea,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
513
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
514
|
Community Financial Services Group
Newport,
Vermont
|
$10K
|
–
|
–
|
–
|
|
|
515
|
Kessler Investment Group
Columbus,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
516
|
Tarbox Family Office
Newport Beach,
California
|
$10K
|
–
|
–
|
–
|
|
|
517
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
518
|
Atwood & Palmer
Kansas City,
Missouri
|
$10K
|
+$9.3K
|
+197
|
New
|
|
|
519
|
Central Bank & Trust
Lexington,
Kentucky
|
$7K
|
–
|
–
|
–
|
|
|
520
|
Wealthcare Capital Management
Richmond,
Virginia
|
$7K
|
–
|
–
|
–
|
|
|
521
|
Whittier Trust
South Pasadena,
California
|
$7K
|
–
|
–
|
–
|
|
|
522
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$6K
|
-$268K
|
-5,676
|
-98%
|
|
|
523
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
524
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.29K
|
–
|
–
|
–
|
|
|
525
|
Alexandria Capital
Arlington,
Virginia
|
$5K
|
–
|
–
|
–
|
|
