|
601
|
Personal CFO Solutions
Chester,
New Jersey
|
$917K
|
-$186K
|
-1,242
|
-18%
|
|
|
602
|
Caprock Group
Boise,
Idaho
|
$913K
|
+$73.2K
|
+488
|
+10%
|
|
|
603
|
Horizon Investments
Charlotte,
North Carolina
|
$911K
|
-$54.1K
|
-361
|
-6%
|
|
|
604
|
Penserra Capital Management
Orinda,
California
|
$907K
|
-$406K
|
-2,705
|
-33%
|
|
|
605
|
IEQ Capital
Foster City,
California
|
$897K
|
+$30.3K
|
+202
|
+4%
|
|
|
606
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$887K
|
-$282K
|
-1,884
|
-26%
|
|
|
607
|
Narwhal Capital Management
Marietta,
Georgia
|
$883K
|
+$805K
|
+5,368
|
New
|
|
|
608
|
|
$881K
|
-$553K
|
-3,692
|
-41%
|
|
|
609
|
Virtus ETF Advisers
New York
|
$870K
|
-$64.8K
|
-432
|
-8%
|
|
|
610
|
Inspire Advisors
Meridian,
Idaho
|
$864K
|
+$174K
|
+1,160
|
+28%
|
|
|
611
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$863K
|
-$610K
|
-4,070
|
-44%
|
|
|
612
|
Copperwynd Financial
Scottsdale,
Arizona
|
$855K
|
-$46.8K
|
-312
|
-6%
|
|
|
613
|
Coldstream Capital Management
Bellevue,
Washington
|
$853K
|
-$3.75K
|
-25
|
-0.5%
|
|
|
614
|
Tiemann Investment Advisors
Menlo Park,
California
|
$851K
|
-$37.5K
|
-250
|
-5%
|
|
|
615
|
Ingalls & Snyder LLC
New York
|
$833K
|
-$24.6K
|
-164
|
-3%
|
|
|
616
|
Evermay Wealth Management
Arlington,
Virginia
|
$831K
|
-$16.9K
|
-113
|
-2%
|
|
|
617
|
Sompo Asset Management
Tokyo,
Japan
|
$828K
|
+$28.5K
|
+190
|
+4%
|
|
|
618
|
Global Retirement Partners
San Rafael,
California
|
$820K
|
-$118K
|
-790
|
-14%
|
|
|
619
|
Procyon Advisors
Shelton,
Connecticut
|
$810K
|
+$84.8K
|
+566
|
+13%
|
|
|
620
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$810K
|
+$194K
|
+1,296
|
+21%
|
|
|
621
|
Tolleson Wealth Management
Dallas,
Texas
|
$807K
|
+$899
|
+6
|
+0.1%
|
|
|
622
|
Kestra Private Wealth Services
Austin,
Texas
|
$801K
|
-$30K
|
-200
|
-4%
|
|
|
623
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$793K
|
+$35.7K
|
+238
|
+5%
|
|
|
624
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$790K
|
–
|
–
|
–
|
|
|
625
|
Shell Asset Management
The Hague,
Netherlands
|
$788K
|
+$275K
|
+1,832
|
+49%
|
|
