|
801
|
Olistico Wealth
Tulsa,
Oklahoma
|
$41.9K
|
–
|
–
|
–
|
|
|
802
|
Harvest Fund Management
Beijing,
China
|
$41K
|
–
|
–
|
–
|
|
|
803
|
Private Trust Company
Cleveland,
Ohio
|
$40.9K
|
+$2.59K
|
+18
|
+7%
|
|
|
804
|
True Link Financial Advisors
San Francisco,
California
|
$37.7K
|
+$38.8K
|
+270
|
New
|
|
|
805
|
Ancora Advisors
Cleveland,
Ohio
|
$37.1K
|
+$10.8K
|
+75
|
+39%
|
|
|
806
|
International Assets Investment Management
Orlando,
Florida
|
$35.8K
|
-$863
|
-6
|
-2%
|
|
|
807
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$34.9K
|
+$36K
|
+250
|
New
|
|
|
808
|
Battery Global Advisors
Boston,
Massachusetts
|
$33.5K
|
+$23.9K
|
+166
|
+227%
|
|
|
809
|
HM Payson & Co
Portland,
Maine
|
$30.7K
|
–
|
–
|
–
|
|
|
810
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$30K
|
+$30.9K
|
+215
|
New
|
|
|
811
|
Clearstead Trust
Portland,
Maine
|
$29.9K
|
–
|
–
|
–
|
|
|
812
|
Triumph Capital Management
Denver,
Colorado
|
$29.3K
|
+$432
|
+3
|
+1%
|
|
|
813
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$29.3K
|
+$30.2K
|
+210
|
New
|
|
|
814
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$28.3K
|
+$14.5K
|
+101
|
+99%
|
|
|
815
|
Asset Dedication LLC
San Francisco,
California
|
$27.2K
|
–
|
–
|
–
|
|
|
816
|
FNY Investment Advisers
New York
|
$27K
|
–
|
–
|
–
|
|
|
817
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$24.7K
|
+$1.01K
|
+7
|
+4%
|
|
|
818
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$24.4K
|
-$144K
|
-1,000
|
-85%
|
|
|
819
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$24.4K
|
–
|
–
|
–
|
|
|
820
|
Strive Financial Group
Carmel,
Indiana
|
$24K
|
–
|
–
|
–
|
|
|
821
|
Westside Investment Management
Santa Monica,
California
|
$23.3K
|
–
|
–
|
–
|
|
|
822
|
GW&K Investment Management
Boston,
Massachusetts
|
$23K
|
+$575
|
+4
|
+3%
|
|
|
823
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$22.3K
|
–
|
–
|
–
|
|
|
824
|
Bruce G. Allen Investments
Denver,
Colorado
|
$21.6K
|
–
|
–
|
–
|
|
|
825
|
|
$20.9K
|
-$145K
|
-1,006
|
-87%
|
|
