|
626
|
Horizon Investments
Charlotte,
North Carolina
|
$344K
|
+$27.3K
|
+629
|
+7%
|
|
|
627
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$343K
|
-$115K
|
-2,646
|
-22%
|
|
|
628
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$341K
|
+$130
|
+3
|
+0%
|
|
|
629
|
Fund Management at Engine No 1
San Francisco,
California
|
$341K
|
+$36.3K
|
+837
|
+10%
|
|
|
630
|
Parallel Advisors
San Francisco,
California
|
$340K
|
-$249K
|
-5,733
|
-38%
|
|
|
631
|
MAI Capital Management
Independence,
Ohio
|
$340K
|
-$21.3K
|
-490
|
-5%
|
|
|
632
|
Ballentine Partners
Waltham,
Massachusetts
|
$338K
|
+$193K
|
+4,445
|
+95%
|
|
|
633
|
Wealth Effects
Boston,
Massachusetts
|
$338K
|
–
|
–
|
–
|
|
|
634
|
InceptionR
Lafayette,
California
|
$337K
|
+$65.5K
|
+1,508
|
+20%
|
|
|
635
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$336K
|
-$559K
|
-12,878
|
-59%
|
|
|
636
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$335K
|
+$6.3K
|
+145
|
+2%
|
|
|
637
|
XTX Topco
George Town,
Cayman Islands
|
$333K
|
-$164K
|
-3,777
|
-30%
|
|
|
638
|
Savant Capital
Rockford,
Illinois
|
$332K
|
+$31.4K
|
+723
|
+9%
|
|
|
639
|
Midwest Financial Group
Overland Park,
Kansas
|
$329K
|
-$4.34K
|
-100
|
-1%
|
|
|
640
|
Whittier Trust
South Pasadena,
California
|
$328K
|
+$5.34K
|
+123
|
+1%
|
|
|
641
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$326K
|
–
|
–
|
–
|
|
|
642
|
Trek Financial
Scottsdale,
Arizona
|
$323K
|
+$121K
|
+2,776
|
+47%
|
|
|
643
|
Equitable Trust
Nashville,
Tennessee
|
$322K
|
–
|
–
|
–
|
|
|
644
|
Forum Financial Management
Lombard,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
645
|
Centaurus Financial
Anaheim,
California
|
$322K
|
-$43K
|
-991
|
-10%
|
|
|
646
|
New Millennium Group
Sandy,
Utah
|
$320K
|
-$52.6K
|
-1,212
|
-12%
|
|
|
647
|
Realta Investment Advisors
Wilmington,
Delaware
|
$319K
|
–
|
–
|
–
|
|
|
648
|
Journey Strategic Wealth
Summit,
New Jersey
|
$318K
|
+$66K
|
+1,520
|
+21%
|
|
|
649
|
Caprock Group
Boise,
Idaho
|
$316K
|
+$175K
|
+4,034
|
+90%
|
|
|
650
|
Empowered Funds
Havertown,
Pennsylvania
|
$311K
|
+$65K
|
+1,498
|
+22%
|
|
