|
801
|
Tortoise Investment Management
White Plains,
New York
|
$170K
|
–
|
–
|
–
|
|
|
802
|
MCF Advisors
Covington,
Kentucky
|
$166K
|
–
|
–
|
–
|
|
|
803
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$154K
|
+$139K
|
+1,115
|
New
|
|
|
804
|
Alta Advisers
London,
United Kingdom
|
$152K
|
–
|
–
|
–
|
|
|
805
|
Jones Financial Companies
Des Peres,
Missouri
|
$151K
|
+$110K
|
+885
|
+425%
|
|
|
806
|
Whittier Trust
South Pasadena,
California
|
$150K
|
-$5.11K
|
-41
|
-4%
|
|
|
807
|
Tradition Wealth Management
Edina,
Minnesota
|
$146K
|
-$249
|
-2
|
-0.2%
|
|
|
808
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$145K
|
+$8.34K
|
+67
|
+7%
|
|
|
809
|
Bartlett & Co
Cincinnati,
Ohio
|
$145K
|
+$8.34K
|
+67
|
+7%
|
|
|
810
|
Pacific Center for Financial Services
San Ramon,
California
|
$144K
|
–
|
–
|
–
|
|
|
811
|
First Command Advisory Services
Fort Worth,
Texas
|
$138K
|
–
|
–
|
–
|
|
|
812
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$136K
|
–
|
–
|
–
|
|
|
813
|
First Horizon Advisors
Memphis,
Tennessee
|
$133K
|
+$10.7K
|
+86
|
+10%
|
|
|
814
|
Farther Finance Advisors
San Francisco,
California
|
$132K
|
+$70.9K
|
+569
|
+148%
|
|
|
815
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$130K
|
–
|
–
|
–
|
|
|
816
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$127K
|
+$9.46K
|
+76
|
+9%
|
|
|
817
|
Manchester Capital Management
Manchester,
Vermont
|
$125K
|
+$5.48K
|
+44
|
+5%
|
|
|
818
|
CVA Family Office
Denver,
Colorado
|
$123K
|
+$111K
|
+890
|
New
|
|
|
819
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$123K
|
+$9.09K
|
+73
|
+9%
|
|
|
820
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$117K
|
+$105K
|
+843
|
New
|
|
|
821
|
Sandy Spring Bank
Olney,
Maryland
|
$116K
|
–
|
–
|
–
|
|
|
822
|
Rakuten Investment Management
Tokyo,
Japan
|
$116K
|
+$104K
|
+838
|
New
|
|
|
823
|
CNB Bank
Clearfield,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
824
|
Private Trust Company
Cleveland,
Ohio
|
$105K
|
+$3.11K
|
+25
|
+3%
|
|
|
825
|
Arax Advisory Partners
Denver,
Colorado
|
$104K
|
+$498
|
+4
|
+0.5%
|
|
