|
801
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$201K
|
+$174K
|
+4,203
|
New
|
|
|
802
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$201K
|
+$174K
|
+4,200
|
New
|
|
|
803
|
Montag & Associates
Atlanta,
Georgia
|
$194K
|
-$27.9K
|
-675
|
-14%
|
|
|
804
|
Farther Finance Advisors
San Francisco,
California
|
$194K
|
+$13.8K
|
+334
|
+9%
|
|
|
805
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$191K
|
–
|
–
|
–
|
|
|
806
|
Tompkins Financial
Ithaca,
New York
|
$186K
|
–
|
–
|
–
|
|
|
807
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$181K
|
+$33.2K
|
+803
|
+29%
|
|
|
808
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$180K
|
+$155K
|
+3,760
|
New
|
|
|
809
|
Pflug Koory
Omaha,
Nebraska
|
$176K
|
-$827
|
-20
|
-0.5%
|
|
|
810
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$176K
|
-$1.45K
|
-35
|
-0.9%
|
|
|
811
|
Wellington Shields & Co
New York
|
$171K
|
-$14.5K
|
-350
|
-9%
|
|
|
812
|
CVA Family Office
Denver,
Colorado
|
$168K
|
+$455
|
+11
|
+0.3%
|
|
|
813
|
Brown Brothers Harriman & Co
New York
|
$168K
|
–
|
–
|
–
|
|
|
814
|
Lindbrook Capital
Calabasas,
California
|
$166K
|
+$9.63K
|
+233
|
+7%
|
|
|
815
|
|
$160K
|
+$139K
|
+3,350
|
New
|
|
|
816
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$154K
|
-$52.4K
|
-1,268
|
-28%
|
|
|
817
|
|
$150K
|
+$16K
|
+386
|
+14%
|
|
|
818
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$150K
|
+$129K
|
+3,108
|
New
|
|
|
819
|
Alta Advisers
London,
United Kingdom
|
$148K
|
–
|
–
|
–
|
|
|
820
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$142K
|
+$2.27K
|
+55
|
+2%
|
|
|
821
|
Centaurus Financial
Anaheim,
California
|
$138K
|
-$237K
|
-5,732
|
-67%
|
|
|
822
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$135K
|
-$11.1K
|
-269
|
-9%
|
|
|
823
|
Tortoise Investment Management
White Plains,
New York
|
$135K
|
–
|
–
|
–
|
|
|
824
|
Caitlin John
Brighton,
Michigan
|
$133K
|
–
|
–
|
–
|
|
|
825
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$133K
|
–
|
–
|
–
|
|
