|
401
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$324K
|
-$345K
|
-17,523
|
-49%
|
|
|
402
|
Lindbrook Capital
Calabasas,
California
|
$324K
|
+$37.8K
|
+1,920
|
+12%
|
|
|
403
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$320K
|
+$12.6K
|
+640
|
+4%
|
|
|
404
|
|
$318K
|
–
|
–
|
–
|
|
|
405
|
MAI Capital Management
Independence,
Ohio
|
$311K
|
-$115K
|
-5,832
|
-25%
|
|
|
406
|
Equitable Holdings
New York
|
$311K
|
+$1.12K
|
+57
|
+0.3%
|
|
|
407
|
Beacon Pointe Advisors
Newport Beach,
California
|
$310K
|
+$82.8K
|
+4,200
|
+32%
|
|
|
408
|
Trek Financial
Scottsdale,
Arizona
|
$310K
|
+$136K
|
+6,884
|
+66%
|
|
|
409
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$307K
|
+$148K
|
+7,527
|
+78%
|
|
|
410
|
Perennial Investment Advisors
Los Angeles,
California
|
$302K
|
-$10.8K
|
-548
|
-3%
|
|
|
411
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$302K
|
–
|
–
|
–
|
|
|
412
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$302K
|
+$4.57K
|
+232
|
+1%
|
|
|
413
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$300K
|
–
|
–
|
–
|
|
|
414
|
SS&H Financial Advisors
Troy,
Michigan
|
$298K
|
-$98.6K
|
-5,000
|
-23%
|
|
|
415
|
LVW Advisors
Pittsford,
New York
|
$297K
|
–
|
–
|
–
|
|
|
416
|
Valeo Financial Advisors
Carmel,
Indiana
|
$296K
|
-$575K
|
-29,187
|
-64%
|
|
|
417
|
Moody National Bank Trust Division
Galveston,
Texas
|
$296K
|
-$312K
|
-15,846
|
-49%
|
|
|
418
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$295K
|
+$2.58K
|
+131
|
+0.8%
|
|
|
419
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$294K
|
+$323K
|
+16,398
|
New
|
|
|
420
|
Atria Wealth Solutions
New York
|
$291K
|
-$1.27M
|
-64,490
|
-80%
|
|
|
421
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$291K
|
-$200K
|
-10,125
|
-38%
|
|
|
422
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$290K
|
+$5.87K
|
+298
|
+2%
|
|
|
423
|
XML Financial
Bethesda,
Maryland
|
$290K
|
+$7.59K
|
+385
|
+2%
|
|
|
424
|
Bridge Advisory
Pasadena,
California
|
$287K
|
+$97.9K
|
+4,969
|
+49%
|
|
|
425
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$287K
|
+$245K
|
+12,415
|
+346%
|
|
