|
526
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$972K
|
+$268K
|
+1,358
|
+61%
|
|
|
527
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$948K
|
-$560K
|
-2,836
|
-45%
|
|
|
528
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$940K
|
+$20K
|
+101
|
+3%
|
|
|
529
|
Realta Investment Advisors
Wilmington,
Delaware
|
$913K
|
+$160K
|
+811
|
+32%
|
|
|
530
|
Mather Group
Chicago,
Illinois
|
$913K
|
-$75.3K
|
-381
|
-10%
|
|
|
531
|
Hilltop Holdings
Dallas,
Texas
|
$912K
|
+$663K
|
+3,355
|
New
|
|
|
532
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$893K
|
+$649K
|
+3,284
|
New
|
|
|
533
|
Portside Wealth Group
Provo,
Utah
|
$889K
|
+$172K
|
+869
|
+36%
|
|
|
534
|
Allworth Financial
Folsom,
California
|
$875K
|
+$195K
|
+985
|
+44%
|
|
|
535
|
Integrated Financial Solutions
Reston,
Virginia
|
$874K
|
+$635K
|
+3,215
|
New
|
|
|
536
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$870K
|
+$632K
|
+3,200
|
New
|
|
|
537
|
Focus Partners Wealth
Boston,
Massachusetts
|
$868K
|
-$3.46M
|
-17,522
|
-85%
|
|
|
538
|
Sciencast Management
Princeton,
New Jersey
|
$864K
|
+$628K
|
+3,178
|
New
|
|
|
539
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$850K
|
+$49.4K
|
+250
|
+8%
|
|
|
540
|
Encompass More Asset Management
Danville,
California
|
$847K
|
-$292K
|
-1,476
|
-32%
|
|
|
541
|
Corsair Capital Management
New York
|
$843K
|
-$375K
|
-1,900
|
-38%
|
|
|
542
|
Greenline Wealth Management
Boca Raton,
Florida
|
$843K
|
+$65.6K
|
+332
|
+12%
|
|
|
543
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$843K
|
+$55.3K
|
+280
|
+10%
|
|
|
544
|
SlateStone Wealth
Jupiter,
Florida
|
$838K
|
-$1.01M
|
-5,126
|
-62%
|
|
|
545
|
Stonebridge Financial Group
San Rafael,
California
|
$837K
|
+$609K
|
+3,080
|
New
|
|
|
546
|
Summit Financial
Parsippany,
New Jersey
|
$835K
|
-$42.9K
|
-217
|
-7%
|
|
|
547
|
Wealth Management Partners
Tucson,
Arizona
|
$832K
|
-$7.71K
|
-39
|
-1%
|
|
|
548
|
Generali Asset Management
Trieste,
Italy
|
$824K
|
+$599K
|
+3,030
|
New
|
|
|
549
|
Markin Volterra Fund
Rye,
New York
|
$819K
|
+$69.7K
|
+353
|
+13%
|
|
|
550
|
China Universal Asset Management Company
Shanghai,
China
|
$816K
|
–
|
–
|
–
|
|
