|
651
|
Aspire Private Capital
Cornelius,
North Carolina
|
$41.1K
|
–
|
–
|
–
|
|
|
652
|
Whittier Trust
South Pasadena,
California
|
$41.1K
|
+$4.76K
|
+26
|
+14%
|
|
|
653
|
Tortoise Investment Management
White Plains,
New York
|
$38.9K
|
–
|
–
|
–
|
|
|
654
|
International Assets Investment Management
Orlando,
Florida
|
$38.9K
|
+$37K
|
+202
|
New
|
|
|
655
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$38.8K
|
+$26.7K
|
+146
|
+265%
|
|
|
656
|
Castleview Partners
Dallas,
Texas
|
$38.6K
|
–
|
–
|
–
|
|
|
657
|
CNB Bank
Clearfield,
Pennsylvania
|
$38.6K
|
–
|
–
|
–
|
|
|
658
|
Joseph Group Capital Management
Columbus,
Ohio
|
$38.6K
|
–
|
–
|
–
|
|
|
659
|
Concord Wealth Partners
Abingdon,
Virginia
|
$36.6K
|
+$34.8K
|
+190
|
New
|
|
|
660
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$36.2K
|
–
|
–
|
–
|
|
|
661
|
Richardson Financial Services
Medway,
Massachusetts
|
$36.1K
|
–
|
–
|
–
|
|
|
662
|
Elevation Wealth Partners
Santa Rosa,
California
|
$34.3K
|
–
|
–
|
–
|
|
|
663
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$33.2K
|
+$31.5K
|
+172
|
New
|
|
|
664
|
UMB Bank
Kansas City,
Missouri
|
$31.2K
|
-$3.85K
|
-21
|
-11%
|
|
|
665
|
MV Capital Management
Bethesda,
Maryland
|
$28.9K
|
–
|
–
|
–
|
|
|
666
|
FSA Wealth Management
Needham,
Massachusetts
|
$27K
|
+$25.6K
|
+140
|
New
|
|
|
667
|
First Personal Financial Services
Charlotte,
North Carolina
|
$24.1K
|
-$6.04K
|
-33
|
-21%
|
|
|
668
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$24.1K
|
+$6.41K
|
+35
|
+39%
|
|
|
669
|
Harvest Fund Management
Beijing,
China
|
$23K
|
+$22.3K
|
+122
|
New
|
|
|
670
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$22.2K
|
–
|
–
|
–
|
|
|
671
|
GAMMA Investing
Foster City,
California
|
$21.8K
|
+$3.11K
|
+17
|
+18%
|
|
|
672
|
Rakuten Securities
Tokyo,
Japan
|
$21.2K
|
+$1.83K
|
+10
|
+10%
|
|
|
673
|
SOA Wealth Advisors
New York
|
$20.6K
|
–
|
–
|
–
|
|
|
674
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$20.2K
|
-$14.1K
|
-77
|
-42%
|
|
|
675
|
Legacy Investment Solutions
Meridian,
Idaho
|
$20K
|
+$20.7K
|
+113
|
New
|
|
