|
401
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$573K
|
+$133K
|
+1,370
|
+36%
|
|
|
402
|
Guggenheim Capital
Chicago,
Illinois
|
$564K
|
-$530K
|
-5,443
|
-52%
|
|
|
403
|
R.M. Davis Inc
Portland,
Maine
|
$563K
|
-$72K
|
-740
|
-13%
|
|
|
404
|
V-Square Quantitative Management
Chicago,
Illinois
|
$563K
|
+$876
|
+9
|
+0.2%
|
|
|
405
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$562K
|
+$13.7K
|
+141
|
+3%
|
|
|
406
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$557K
|
-$60.3K
|
-620
|
-11%
|
|
|
407
|
NEOS Investment Management
Westport,
Connecticut
|
$553K
|
+$79K
|
+812
|
+19%
|
|
|
408
|
Roberts Capital Advisors
Denver,
Colorado
|
$552K
|
–
|
–
|
–
|
|
|
409
|
Heritage Family Offices
Scottsdale,
Arizona
|
$548K
|
+$3.41K
|
+35
|
+0.7%
|
|
|
410
|
Vident Advisory
Alpharetta,
Georgia
|
$547K
|
-$58.9K
|
-605
|
-11%
|
|
|
411
|
Transatlantique Private Wealth
New York
|
$546K
|
+$16.3K
|
+167
|
+3%
|
|
|
412
|
|
$529K
|
-$2.32M
|
-23,824
|
-83%
|
|
|
413
|
|
$523K
|
+$52.8K
|
+542
|
+13%
|
|
|
414
|
Diversify Advisory Services
Sandy,
Utah
|
$521K
|
-$90.9K
|
-934
|
-16%
|
|
|
415
|
Venturi Wealth Management
Austin,
Texas
|
$518K
|
+$131K
|
+1,351
|
+40%
|
|
|
416
|
Strategic Blueprint
Atlanta,
Georgia
|
$513K
|
-$46.8K
|
-481
|
-9%
|
|
|
417
|
L.J. Altfest & Co
New York
|
$502K
|
-$5.16K
|
-53
|
-1%
|
|
|
418
|
iSAM Funds (UK)
London,
United Kingdom
|
$501K
|
+$442K
|
+4,539
|
New
|
|
|
419
|
APG Asset Management US
New York
|
$500K
|
-$5.08M
|
-52,224
|
-92%
|
|
|
420
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$491K
|
-$157K
|
-1,614
|
-27%
|
|
|
421
|
Willner & Heller
Encino,
California
|
$485K
|
–
|
–
|
–
|
|
|
422
|
Capstone Investment Advisors
New York
|
$483K
|
-$54.1K
|
-556
|
-11%
|
|
|
423
|
Choreo LLC
Rockford,
Illinois
|
$480K
|
+$57.7K
|
+593
|
+15%
|
|
|
424
|
Sequoia Financial Advisors
Akron,
Ohio
|
$471K
|
+$55.3K
|
+568
|
+15%
|
|
|
425
|
EP Wealth Advisors
Torrance,
California
|
$468K
|
-$9.54K
|
-98
|
-2%
|
|
