|
801
|
Carson Advisory
Athens,
Georgia
|
$201K
|
+$197K
|
+720
|
New
|
|
|
802
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$200K
|
+$197K
|
+719
|
New
|
|
|
803
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$189K
|
–
|
–
|
–
|
|
|
804
|
Magellan Asset Management
Sydney,
Australia
|
$187K
|
-$288K
|
-1,054
|
-61%
|
|
|
805
|
Caldwell Trust
Venice,
Florida
|
$184K
|
–
|
–
|
–
|
|
|
806
|
Riverview Trust Company
Vancouver,
Washington
|
$179K
|
–
|
–
|
–
|
|
|
807
|
First Horizon Advisors
Memphis,
Tennessee
|
$179K
|
+$17.5K
|
+64
|
+11%
|
|
|
808
|
Addison Advisors
Middlebury,
Vermont
|
$178K
|
+$150K
|
+549
|
+610%
|
|
|
809
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$177K
|
–
|
–
|
–
|
|
|
810
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$174K
|
+$109K
|
+398
|
+177%
|
|
|
811
|
EWG Elevate
Roseville,
California
|
$174K
|
+$170K
|
+623
|
New
|
|
|
812
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$172K
|
-$91.1K
|
-333
|
-35%
|
|
|
813
|
Alta Advisers
London,
United Kingdom
|
$139K
|
–
|
–
|
–
|
|
|
814
|
Close Asset Management
London,
United Kingdom
|
$139K
|
–
|
–
|
–
|
|
|
815
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$138K
|
-$76.3K
|
-279
|
-36%
|
|
|
816
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$137K
|
+$63.7K
|
+233
|
+91%
|
|
|
817
|
TCI Wealth Advisors
Tucson,
Arizona
|
$136K
|
-$4.65K
|
-17
|
-3%
|
|
|
818
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$133K
|
+$3.83K
|
+14
|
+3%
|
|
|
819
|
Farther Finance Advisors
San Francisco,
California
|
$130K
|
+$127K
|
+466
|
New
|
|
|
820
|
Lindbrook Capital
Calabasas,
California
|
$126K
|
+$26.3K
|
+96
|
+27%
|
|
|
821
|
TFC Financial Management
Boston,
Massachusetts
|
$125K
|
+$59.9K
|
+219
|
+96%
|
|
|
822
|
Allworth Financial
Folsom,
California
|
$125K
|
+$38K
|
+139
|
+45%
|
|
|
823
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$124K
|
-$7.66K
|
-28
|
-6%
|
|
|
824
|
Manchester Capital Management
Manchester,
Vermont
|
$118K
|
-$547
|
-2
|
-0.5%
|
|
|
825
|
Harbour Investments
Madison,
Wisconsin
|
$110K
|
-$5.2K
|
-19
|
-5%
|
|
