|
176
|
Tortoise Investment Management
White Plains,
New York
|
$295K
|
–
|
–
|
–
|
|
|
177
|
Storen Legacy Partners
Zionsville,
Indiana
|
$291K
|
+$283K
|
+4,762
|
New
|
|
|
178
|
Fiduciary Trust
Boston,
Massachusetts
|
$290K
|
-$30.9K
|
-520
|
-10%
|
|
|
179
|
UMB Bank
Kansas City,
Missouri
|
$286K
|
–
|
–
|
–
|
|
|
180
|
Waverly Advisors
Birmingham,
Alabama
|
$286K
|
–
|
–
|
–
|
|
|
181
|
|
$284K
|
-$7.12K
|
-120
|
-3%
|
|
|
182
|
Key Financial Inc
West Chester,
Pennsylvania
|
$277K
|
–
|
–
|
–
|
|
|
183
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$275K
|
–
|
–
|
–
|
|
|
184
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$272K
|
–
|
–
|
–
|
|
|
185
|
Seneca Financial Advisors
Rochester,
New York
|
$270K
|
+$593
|
+10
|
+0.2%
|
|
|
186
|
4Thought Financial Group
Syosset,
New York
|
$269K
|
-$19.3K
|
-325
|
-7%
|
|
|
187
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$265K
|
–
|
–
|
–
|
|
|
188
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$263K
|
-$25.2K
|
-425
|
-9%
|
|
|
189
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$261K
|
+$237
|
+4
|
+0.1%
|
|
|
190
|
IHT Wealth Management
Chicago,
Illinois
|
$260K
|
-$77.2K
|
-1,302
|
-23%
|
|
|
191
|
Scotia Capital
Toronto,
Ontario, Canada
|
$259K
|
-$1.72K
|
-29
|
-0.7%
|
|
|
192
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$255K
|
–
|
–
|
–
|
|
|
193
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$249K
|
–
|
–
|
–
|
|
|
194
|
TIAA-CREF Individual & Institutional Services
New York
|
$248K
|
–
|
–
|
–
|
|
|
195
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$246K
|
-$7.42K
|
-125
|
-3%
|
|
|
196
|
Members Trust
Tampa,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
197
|
Appleton Partners
Boston,
Massachusetts
|
$236K
|
+$229K
|
+3,855
|
New
|
|
|
198
|
Holt Capital Partners
Fort Worth,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
199
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$228K
|
-$53.7K
|
-905
|
-19%
|
|
|
200
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$214K
|
+$208K
|
+3,505
|
New
|
|
