|
1226
|
Tortoise Investment Management
White Plains,
New York
|
$529K
|
+$7.57K
|
+8
|
+1%
|
|
|
1227
|
Astoria Portfolio Advisors
New York
|
$526K
|
-$49.2K
|
-52
|
-9%
|
|
|
1228
|
Conning Inc
Hartford,
Connecticut
|
$526K
|
-$89.9K
|
-95
|
-14%
|
|
|
1229
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$526K
|
–
|
–
|
–
|
|
|
1230
|
Proficio Capital Partners
Newton,
Massachusetts
|
$524K
|
-$167K
|
-176
|
-23%
|
|
|
1231
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$524K
|
+$51.1K
|
+54
|
+10%
|
|
|
1232
|
Independent Financial Group
San Diego,
California
|
$521K
|
+$189K
|
+200
|
+52%
|
|
|
1233
|
Vivaldi Capital Management
Chicago,
Illinois
|
$521K
|
–
|
–
|
–
|
|
|
1234
|
Klingman & Associates
New York
|
$520K
|
+$15.1K
|
+16
|
+3%
|
|
|
1235
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$517K
|
-$23.7K
|
-25
|
-4%
|
|
|
1236
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$517K
|
+$75.7K
|
+80
|
+16%
|
|
|
1237
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$510K
|
-$88K
|
-93
|
-14%
|
|
|
1238
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$509K
|
-$668K
|
-706
|
-55%
|
|
|
1239
|
Channel Wealth
Santa Barbara,
California
|
$508K
|
-$2.84K
|
-3
|
-0.5%
|
|
|
1240
|
MCF Advisors
Covington,
Kentucky
|
$507K
|
+$382K
|
+404
|
+248%
|
|
|
1241
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$506K
|
-$188K
|
-199
|
-26%
|
|
|
1242
|
Northwest Wealth Management
Spencer,
Iowa
|
$506K
|
+$946
|
+1
|
+0.2%
|
|
|
1243
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$505K
|
-$70K
|
-74
|
-12%
|
|
|
1244
|
Golden State Equity Partners
South Coast Metro,
California
|
$505K
|
+$221K
|
+233
|
+71%
|
|
|
1245
|
Spire Wealth Management
Mclean,
Virginia
|
$504K
|
-$805K
|
-851
|
-60%
|
|
|
1246
|
Oakworth Capital
Birmingham,
Alabama
|
$504K
|
+$284K
|
+300
|
+114%
|
|
|
1247
|
Drive Wealth Management
Lehi,
Utah
|
$499K
|
-$53.9K
|
-57
|
-9%
|
|
|
1248
|
Jupiter Wealth Management
Glendale,
Colorado
|
$499K
|
–
|
–
|
–
|
|
|
1249
|
J. Safra Asset Management
New York
|
$497K
|
–
|
–
|
–
|
|
|
1250
|
Modera Wealth Management
Westwood,
New Jersey
|
$497K
|
+$65.3K
|
+69
|
+14%
|
|
