|
2201
|
Tortoise Investment Management
White Plains,
New York
|
$450K
|
–
|
–
|
–
|
|
|
2202
|
Secure Asset Management
Troy,
Michigan
|
$449K
|
-$10.6K
|
-73
|
-2%
|
|
|
2203
|
Renasant Bank
Tupelo,
Mississippi
|
$449K
|
+$1.17K
|
+8
|
+0.3%
|
|
|
2204
|
Tacita Capital
Toronto,
Ontario, Canada
|
$448K
|
-$64.1K
|
-440
|
-13%
|
|
|
2205
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$447K
|
–
|
–
|
–
|
|
|
2206
|
Rinet Company
Boston,
Massachusetts
|
$446K
|
+$1.31K
|
+9
|
+0.3%
|
|
|
2207
|
Alethea Capital Management
Mercer Island,
Washington
|
$445K
|
–
|
–
|
–
|
|
|
2208
|
Birmingham Capital Management
Birmingham,
Alabama
|
$445K
|
–
|
–
|
–
|
|
|
2209
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$445K
|
–
|
–
|
–
|
|
|
2210
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$445K
|
+$61.9K
|
+425
|
+16%
|
|
|
2211
|
Infrastructure Capital Advisors
New York
|
$445K
|
+$437K
|
+3,000
|
New
|
|
|
2212
|
Intelligence Driven Advisers
Carlsbad,
California
|
$445K
|
+$437K
|
+3,000
|
New
|
|
|
2213
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$444K
|
-$10.9K
|
-75
|
-2%
|
|
|
2214
|
Addison Advisors
Middlebury,
Vermont
|
$442K
|
+$435K
|
+2,985
|
New
|
|
|
2215
|
CVA Family Office
Denver,
Colorado
|
$441K
|
+$53.3K
|
+366
|
+14%
|
|
|
2216
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$440K
|
+$62.6K
|
+430
|
+17%
|
|
|
2217
|
TrinityPoint Wealth
Milford,
Connecticut
|
$439K
|
–
|
–
|
–
|
|
|
2218
|
Financial Engines Advisors
Santa Clara,
California
|
$439K
|
+$42.8K
|
+294
|
+11%
|
|
|
2219
|
Private Wealth Advisors (California)
Fresno,
California
|
$438K
|
-$31.6K
|
-217
|
-7%
|
|
|
2220
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$438K
|
–
|
–
|
–
|
|
|
2221
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$437K
|
-$1.89K
|
-13
|
-0.4%
|
|
|
2222
|
Sanford Advisory Services
Portage,
Michigan
|
$436K
|
–
|
–
|
–
|
|
|
2223
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$434K
|
-$51K
|
-350
|
-11%
|
|
|
2224
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$432K
|
-$10.2K
|
-70
|
-2%
|
|
|
2225
|
Oldfather Financial Services
Kearney,
Nebraska
|
$430K
|
-$111K
|
-765
|
-22%
|
|
