|
901
|
IMS Capital Management
Portland,
Oregon
|
$249K
|
–
|
–
|
–
|
|
|
902
|
Mission Creek Capital Partners
San Francisco,
California
|
$249K
|
–
|
–
|
–
|
|
|
903
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$249K
|
+$262K
|
+3,598
|
New
|
|
|
904
|
D. Scott Neal
Lexington,
Kentucky
|
$248K
|
-$155K
|
-2,125
|
-37%
|
|
|
905
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
906
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$246K
|
–
|
–
|
–
|
|
|
907
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$244K
|
+$12K
|
+165
|
+5%
|
|
|
908
|
Neuberger Berman Group
New York
|
$242K
|
-$13.7K
|
-188
|
-5%
|
|
|
909
|
Affinity Capital Advisors
Berkeley,
California
|
$241K
|
+$254K
|
+3,486
|
New
|
|
|
910
|
Howland Capital Management
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
911
|
Balentine LLC
Atlanta,
Georgia
|
$240K
|
–
|
–
|
–
|
|
|
912
|
Strategic Blueprint
Atlanta,
Georgia
|
$240K
|
-$30.9K
|
-423
|
-11%
|
|
|
913
|
Madison Asset Management
Madison,
Wisconsin
|
$238K
|
+$251K
|
+3,437
|
New
|
|
|
914
|
Boston Common Asset Management
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
915
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$238K
|
-$69.3K
|
-950
|
-22%
|
|
|
916
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$236K
|
+$19.6K
|
+268
|
+9%
|
|
|
917
|
Acima Private Wealth
Richmond,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
918
|
Tortoise Investment Management
White Plains,
New York
|
$235K
|
–
|
–
|
–
|
|
|
919
|
Riverview Trust Company
Vancouver,
Washington
|
$235K
|
+$189K
|
+2,592
|
+323%
|
|
|
920
|
Joel Isaacson & Co
New York
|
$234K
|
-$9.41K
|
-129
|
-4%
|
|
|
921
|
Detalus Advisors
St. Louis,
Missouri
|
$232K
|
+$1.9K
|
+26
|
+0.8%
|
|
|
922
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$232K
|
+$225K
|
+3,091
|
+1,227%
|
|
|
923
|
Covenant Partners
Nashville,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
924
|
O'Rourke & Company
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
925
|
|
$230K
|
+$15.2K
|
+209
|
+7%
|
|
