|
501
|
Elm Advisors
Burlingame,
California
|
$135K
|
-$10.2K
|
-968
|
-8%
|
|
|
502
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$134K
|
+$115
|
+11
|
+0.1%
|
|
|
503
|
Capital Planning
Bellevue,
Washington
|
$134K
|
+$117K
|
+11,164
|
New
|
|
|
504
|
Old Port Advisors
Portland,
Maine
|
$134K
|
+$121K
|
+11,550
|
New
|
|
|
505
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$132K
|
–
|
–
|
–
|
|
|
506
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$130K
|
-$17.2K
|
-1,635
|
-13%
|
|
|
507
|
Brown Brothers Harriman & Co
New York
|
$130K
|
+$16.1K
|
+1,530
|
+16%
|
|
|
508
|
OneAscent Financial Services
Birmingham,
Alabama
|
$129K
|
-$105K
|
-10,005
|
-48%
|
|
|
509
|
Raymond James Trust
St. Petersburg,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
510
|
UMB Bank
Kansas City,
Missouri
|
$129K
|
–
|
–
|
–
|
|
|
511
|
Corient Capital Partners
Newport Beach,
California
|
$129K
|
+$115K
|
+10,927
|
New
|
|
|
512
|
Burney Company
Reston,
Virginia
|
$128K
|
-$8.69K
|
-828
|
-7%
|
|
|
513
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$128K
|
–
|
–
|
–
|
|
|
514
|
Anchor Investment Management
Columbia,
South Carolina
|
$128K
|
–
|
–
|
–
|
|
|
515
|
Level Four Advisory Services
Dallas,
Texas
|
$125K
|
-$34.3K
|
-3,271
|
-24%
|
|
|
516
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$125K
|
-$18.9K
|
-1,800
|
-15%
|
|
|
517
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$124K
|
–
|
–
|
–
|
|
|
518
|
Wedbush Securities
Los Angeles,
California
|
$124K
|
+$109K
|
+10,433
|
New
|
|
|
519
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$124K
|
+$110K
|
+10,496
|
New
|
|
|
520
|
Wealthspire Advisors (New York)
New York
|
$122K
|
+$108K
|
+10,323
|
New
|
|
|
521
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$121K
|
-$5.33M
|
-507,684
|
-98%
|
|
|
522
|
Sand Hill Global Advisors
Palo Alto,
California
|
$121K
|
–
|
–
|
–
|
|
|
523
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$117K
|
+$104K
|
+9,866
|
New
|
|
|
524
|
Geneos Wealth Management
Englewood,
Colorado
|
$115K
|
-$5.91K
|
-563
|
-6%
|
|
|
525
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$114K
|
–
|
–
|
–
|
|
