|
401
|
Clean Yield Group
Norwich,
Vermont
|
$44K
|
–
|
–
|
–
|
|
|
402
|
Rockefeller Capital Management
New York
|
$39K
|
+$26.7K
|
+470
|
+218%
|
|
|
403
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$39K
|
+$36.6K
|
+646
|
+2,393%
|
|
|
404
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
-$10.2K
|
-179
|
-21%
|
|
|
405
|
Eagle Bay Advisors
New York
|
$37K
|
-$34.6K
|
-610
|
-49%
|
|
|
406
|
Steward Partners Investment Advisory
New York
|
$37K
|
–
|
–
|
–
|
|
|
407
|
Cambridge Trust
Cambridge,
Massachusetts
|
$35K
|
+$34K
|
+600
|
New
|
|
|
408
|
Neo Ivy Capital Management
New York
|
$35K
|
+$34.8K
|
+613
|
New
|
|
|
409
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$34K
|
-$2.95K
|
-52
|
-8%
|
|
|
410
|
Tarbox Family Office
Newport Beach,
California
|
$34K
|
–
|
–
|
–
|
|
|
411
|
American Portfolios Advisors
Holbrook,
New York
|
$32.2K
|
+$908
|
+16
|
+3%
|
|
|
412
|
Bell Investment Advisors
Oakland,
California
|
$32K
|
+$5.9K
|
+104
|
+23%
|
|
|
413
|
TD Private Client Wealth
New York
|
$28.4K
|
-$1.02K
|
-18
|
-4%
|
|
|
414
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$28K
|
+$27.9K
|
+492
|
New
|
|
|
415
|
Tortoise Investment Management
White Plains,
New York
|
$27K
|
–
|
–
|
–
|
|
|
416
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
417
|
Koshinski Asset Management
Decatur,
Illinois
|
$24.3K
|
–
|
–
|
–
|
|
|
418
|
Focused Wealth Management
Newburgh,
New York
|
$23K
|
–
|
–
|
–
|
|
|
419
|
IFP Advisors
Tampa,
Florida
|
$23K
|
+$9.13K
|
+161
|
+75%
|
|
|
420
|
IMA Advisory Services
Denver,
Colorado
|
$22K
|
–
|
–
|
–
|
|
|
421
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$18K
|
+$17.1K
|
+302
|
New
|
|
|
422
|
|
$16K
|
-$57
|
-1
|
-0.4%
|
|
|
423
|
WhitTier Trust Company
Reno,
Nevada
|
$16K
|
–
|
–
|
–
|
|
|
424
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
425
|
TCI Wealth Advisors
Tucson,
Arizona
|
$15K
|
+$1.65K
|
+29
|
+13%
|
|
