|
126
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$397K
|
+$55.6K
|
+3,016
|
+15%
|
|
|
127
|
Williams Jones Wealth Management
New York
|
$393K
|
–
|
–
|
–
|
|
|
128
|
Atria Investments
Charlotte,
North Carolina
|
$393K
|
+$426K
|
+23,098
|
New
|
|
|
129
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$392K
|
–
|
–
|
–
|
|
|
130
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
-$279K
|
-15,136
|
-40%
|
|
|
131
|
Capstone Investment Advisors
New York
|
$373K
|
-$931K
|
-50,558
|
-70%
|
|
|
132
|
Stelac Advisory Services
New York
|
$372K
|
–
|
–
|
–
|
|
|
133
|
SimplyRich
Carlsbad,
California
|
$369K
|
–
|
–
|
–
|
|
|
134
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$332K
|
-$78.4K
|
-4,253
|
-18%
|
|
|
135
|
Choreo LLC
Rockford,
Illinois
|
$332K
|
+$70.4K
|
+3,823
|
+25%
|
|
|
136
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$322K
|
+$847
|
+46
|
+0.2%
|
|
|
137
|
Field & Main Bank
Henderson,
Kentucky
|
$317K
|
–
|
–
|
–
|
|
|
138
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$313K
|
-$9.45K
|
-513
|
-3%
|
|
|
139
|
North Star Investment Management
Chicago,
Illinois
|
$306K
|
–
|
–
|
–
|
|
|
140
|
Huntington National Bank
Columbus,
Ohio
|
$300K
|
-$107K
|
-5,828
|
-25%
|
|
|
141
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$290K
|
+$2.19K
|
+119
|
+0.7%
|
|
|
142
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
143
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$288K
|
+$139K
|
+7,520
|
+80%
|
|
|
144
|
NBC Securities
Birmingham,
Alabama
|
$285K
|
+$56.4K
|
+3,064
|
+22%
|
|
|
145
|
Oppenheimer Asset Management
New York
|
$284K
|
+$18.9K
|
+1,025
|
+7%
|
|
|
146
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$284K
|
+$13.4K
|
+725
|
+5%
|
|
|
147
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$282K
|
-$9.16K
|
-497
|
-3%
|
|
|
148
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$275K
|
-$13.4K
|
-727
|
-4%
|
|
|
149
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$273K
|
-$9.76K
|
-530
|
-3%
|
|
|
150
|
Qtron Investments
Boston,
Massachusetts
|
$265K
|
-$1.26M
|
-68,613
|
-81%
|
|
