|
651
|
CX Institutional
Auburn,
Indiana
|
$60K
|
+$1.3K
|
+15
|
+2%
|
|
|
652
|
Caldwell Trust
Venice,
Florida
|
$59.7K
|
–
|
–
|
–
|
|
|
653
|
CVA Family Office
Denver,
Colorado
|
$58K
|
-$36.5K
|
-420
|
-38%
|
|
|
654
|
PSI Advisors
Tampa,
Florida
|
$57K
|
+$60.8K
|
+700
|
New
|
|
|
655
|
Robinson Value Management
San Antonio,
Texas
|
$54K
|
+$57K
|
+656
|
New
|
|
|
656
|
Addison Advisors
Middlebury,
Vermont
|
$53K
|
–
|
–
|
–
|
|
|
657
|
Destiny Wealth Partners
Tavares,
Florida
|
$50K
|
+$52.8K
|
+608
|
New
|
|
|
658
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$49.1K
|
–
|
–
|
–
|
|
|
659
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$48K
|
-$347
|
-4
|
-0.7%
|
|
|
660
|
Tradition Wealth Management
Edina,
Minnesota
|
$47K
|
–
|
–
|
–
|
|
|
661
|
City Holding Co
Charleston,
West Virginia
|
$44K
|
–
|
–
|
–
|
|
|
662
|
Delta Asset Management
Memphis,
Tennessee
|
$43K
|
–
|
–
|
–
|
|
|
663
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$42K
|
+$8.42K
|
+97
|
+23%
|
|
|
664
|
Berman Capital Advisors
Atlanta,
Georgia
|
$42K
|
+$11.9K
|
+137
|
+36%
|
|
|
665
|
Cribstone Capital Management
Augusta,
Maine
|
$41K
|
-$8.68K
|
-100
|
-17%
|
|
|
666
|
Ranch Capital Advisors
Sarasota,
Florida
|
$41K
|
+$21K
|
+242
|
+92%
|
|
|
667
|
Tortoise Investment Management
White Plains,
New York
|
$40K
|
–
|
–
|
–
|
|
|
668
|
Tucker Asset Management
Littleton,
Colorado
|
$39.4K
|
+$40.3K
|
+464
|
New
|
|
|
669
|
Tradewinds Capital Management
Bellingham,
Washington
|
$39K
|
–
|
–
|
–
|
|
|
670
|
AllSquare Wealth Management
Albany,
New York
|
$38K
|
+$6.86K
|
+79
|
+21%
|
|
|
671
|
Bogart Wealth LLC
Mclean,
Virginia
|
$37K
|
–
|
–
|
–
|
|
|
672
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$36K
|
+$13.5K
|
+156
|
+54%
|
|
|
673
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$36K
|
+$38K
|
+438
|
New
|
|
|
674
|
Kelly Financial Services
Braintree,
Massachusetts
|
$35.4K
|
-$2.95M
|
-34,020
|
-99%
|
|
|
675
|
Red Tortoise LLC
Atlanta,
Georgia
|
$35K
|
+$38.7K
|
+446
|
New
|
|
