|
276
|
Tortoise Investment Management
White Plains,
New York
|
$631K
|
+$12.3K
|
+260
|
+2%
|
|
|
277
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$629K
|
-$27.4K
|
-580
|
-4%
|
|
|
278
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$619K
|
–
|
–
|
–
|
|
|
279
|
PFG Investments
Woodbury,
New York
|
$616K
|
-$99K
|
-2,093
|
-13%
|
|
|
280
|
Brown Brothers Harriman & Co
New York
|
$616K
|
+$74.5K
|
+1,576
|
+13%
|
|
|
281
|
Coldstream Capital Management
Bellevue,
Washington
|
$612K
|
+$4.44K
|
+94
|
+0.7%
|
|
|
282
|
Portland Global Advisors
Portland,
Maine
|
$604K
|
–
|
–
|
–
|
|
|
283
|
Falcon Wealth Planning
Ontario,
California
|
$595K
|
+$8.42K
|
+178
|
+1%
|
|
|
284
|
A&I Financial Services
Lone Tree,
Colorado
|
$587K
|
-$53.4K
|
-1,129
|
-8%
|
|
|
285
|
Capital Advantage
Walnut Creek,
California
|
$585K
|
+$46.2K
|
+977
|
+8%
|
|
|
286
|
PDS Planning
Dublin,
Ohio
|
$582K
|
-$31.7K
|
-671
|
-5%
|
|
|
287
|
Kestra Private Wealth Services
Austin,
Texas
|
$579K
|
+$203K
|
+4,293
|
+51%
|
|
|
288
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$575K
|
–
|
–
|
–
|
|
|
289
|
Diversified Trust
Memphis,
Tennessee
|
$573K
|
–
|
–
|
–
|
|
|
290
|
Modern Wealth Management
Lenexa,
Kansas
|
$572K
|
+$301K
|
+6,366
|
+104%
|
|
|
291
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$572K
|
+$5.44K
|
+115
|
+0.9%
|
|
|
292
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$565K
|
+$6.62K
|
+140
|
+1%
|
|
|
293
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$565K
|
-$10.6K
|
-224
|
-2%
|
|
|
294
|
CGN Advisors
Manhattan,
Kansas
|
$557K
|
-$31K
|
-655
|
-5%
|
|
|
295
|
UMB Bank
Kansas City,
Missouri
|
$551K
|
+$80.9K
|
+1,712
|
+16%
|
|
|
296
|
MA Private Wealth
San Carlos,
California
|
$550K
|
–
|
–
|
–
|
|
|
297
|
Facet Wealth Inc
Baltimore,
Maryland
|
$549K
|
+$6.76K
|
+143
|
+1%
|
|
|
298
|
HSBC Holdings
London,
United Kingdom
|
$548K
|
+$2.74K
|
+58
|
+0.5%
|
|
|
299
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$545K
|
-$5.25K
|
-111
|
-0.9%
|
|
|
300
|
TriaGen Wealth Management
Calabasas,
California
|
$537K
|
–
|
–
|
–
|
|
