|
451
|
WhitTier Trust Company
Reno,
Nevada
|
$73K
|
–
|
–
|
–
|
|
|
452
|
West Oak Capital
Westlake Village,
California
|
$71K
|
–
|
–
|
–
|
|
|
453
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$66K
|
–
|
–
|
–
|
|
|
454
|
Manchester Capital Management
Manchester,
Vermont
|
$65K
|
–
|
–
|
–
|
|
|
455
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$58K
|
+$11.7K
|
+79
|
+17%
|
|
|
456
|
Asset Dedication LLC
San Francisco,
California
|
$55K
|
-$4.73K
|
-32
|
-6%
|
|
|
457
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
458
|
Geneos Wealth Management
Englewood,
Colorado
|
$50K
|
–
|
–
|
–
|
|
|
459
|
Parallel Advisors
San Francisco,
California
|
$48K
|
+$43K
|
+291
|
+183%
|
|
|
460
|
|
$48K
|
+$65.7K
|
+445
|
New
|
|
|
461
|
Advisornet Financial
Minnetonka,
Minnesota
|
$46K
|
-$148
|
-1
|
-0.2%
|
|
|
462
|
Kore Private Wealth
New York
|
$46K
|
+$3.25K
|
+22
|
+6%
|
|
|
463
|
Rampart Investment Management
Hartford,
Connecticut
|
$44K
|
-$232K
|
-1,573
|
-80%
|
|
|
464
|
Bartlett & Co
Cincinnati,
Ohio
|
$44K
|
+$59.1K
|
+400
|
New
|
|
|
465
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$43.5K
|
-$73.8K
|
-500
|
-56%
|
|
|
466
|
Lazard Asset Management
New York
|
$42K
|
+$57.4K
|
+389
|
New
|
|
|
467
|
First Mercantile Trust
Cordova,
Tennessee
|
$39K
|
+$5.91K
|
+40
|
+13%
|
|
|
468
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$38K
|
-$10.9M
|
-73,741
|
-100%
|
|
|
469
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$38K
|
–
|
–
|
–
|
|
|
470
|
Caldwell Trust
Venice,
Florida
|
$36.2K
|
–
|
–
|
–
|
|
|
471
|
Tortoise Investment Management
White Plains,
New York
|
$36K
|
-$18.5K
|
-125
|
-27%
|
|
|
472
|
CSat Investment Advisory
Detroit,
Michigan
|
$35K
|
-$591
|
-4
|
-1%
|
|
|
473
|
Capital Square
Chattanooga,
Tennessee
|
$34K
|
+$45.8K
|
+310
|
New
|
|
|
474
|
Artemis Wealth Advisors
New York
|
$32.6K
|
–
|
–
|
–
|
|
|
475
|
|
$32K
|
-$3.84K
|
-26
|
-8%
|
|
