|
451
|
Caldwell Trust
Venice,
Florida
|
$380K
|
-$217K
|
-1,196
|
-36%
|
|
|
452
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$380K
|
–
|
–
|
–
|
|
|
453
|
Elevation Wealth Partners
Santa Rosa,
California
|
$378K
|
-$328K
|
-1,805
|
-46%
|
|
|
454
|
Global Retirement Partners
San Rafael,
California
|
$378K
|
+$276K
|
+1,519
|
+269%
|
|
|
455
|
West Paces Advisors
Atlanta,
Georgia
|
$377K
|
+$7.08K
|
+39
|
+2%
|
|
|
456
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$375K
|
+$39.9K
|
+220
|
+12%
|
|
|
457
|
Capital Square
Chattanooga,
Tennessee
|
$372K
|
-$168K
|
-926
|
-31%
|
|
|
458
|
Siemens Fonds Invest
Munich,
Germany
|
$367K
|
-$169K
|
-932
|
-32%
|
|
|
459
|
PUREfi Wealth
Boston,
Massachusetts
|
$366K
|
+$9.26K
|
+51
|
+3%
|
|
|
460
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$365K
|
+$365K
|
+2,011
|
New
|
|
|
461
|
|
$363K
|
+$363K
|
+2,003
|
New
|
|
|
462
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$363K
|
–
|
–
|
–
|
|
|
463
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$363K
|
–
|
–
|
–
|
|
|
464
|
Impact Partnership Wealth
Marietta,
Georgia
|
$357K
|
+$358K
|
+1,971
|
New
|
|
|
465
|
Lewis Asset Management
Lafayette,
California
|
$354K
|
–
|
–
|
–
|
|
|
466
|
|
$347K
|
-$726
|
-4
|
-0.2%
|
|
|
467
|
Sompo Asset Management
Tokyo,
Japan
|
$339K
|
-$3.63K
|
-20
|
-1%
|
|
|
468
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$339K
|
+$339K
|
+1,867
|
New
|
|
|
469
|
Woodline Partners
San Francisco,
California
|
$330K
|
-$3.08M
|
-16,974
|
-90%
|
|
|
470
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$327K
|
-$134K
|
-741
|
-29%
|
|
|
471
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$320K
|
-$36.8K
|
-203
|
-10%
|
|
|
472
|
Empirical Wealth Management
Seattle,
Washington
|
$315K
|
+$315K
|
+1,737
|
New
|
|
|
473
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$314K
|
-$16.9K
|
-93
|
-5%
|
|
|
474
|
Phoenix Financial
Givatayim,
Israel
|
$311K
|
+$16.7K
|
+92
|
+6%
|
|
|
475
|
Wedge Capital Management
Charlotte,
North Carolina
|
$310K
|
-$53K
|
-292
|
-15%
|
|
