|
501
|
Westside Investment Management
Santa Monica,
California
|
$165K
|
–
|
–
|
–
|
|
|
502
|
Security National Trust
Wheeling,
West Virginia
|
$164K
|
+$167K
|
+1,455
|
New
|
|
|
503
|
|
$160K
|
–
|
–
|
–
|
|
|
504
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$152K
|
–
|
–
|
–
|
|
|
505
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$134K
|
+$136K
|
+1,186
|
New
|
|
|
506
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$132K
|
+$132K
|
+1,156
|
+12,844%
|
|
|
507
|
Creative Financial Designs
Kokomo,
Indiana
|
$124K
|
-$159K
|
-1,388
|
-56%
|
|
|
508
|
|
$124K
|
–
|
–
|
–
|
|
|
509
|
ClearBridge Investments
New York
|
$113K
|
-$229K
|
-2,000
|
-67%
|
|
|
510
|
IHT Wealth Management
Chicago,
Illinois
|
$113K
|
-$3.09K
|
-27
|
-0.9%
|
|
|
511
|
Parallel Advisors
San Francisco,
California
|
$112K
|
+$16.9K
|
+148
|
+18%
|
|
|
512
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$110K
|
+$37.5K
|
+328
|
+51%
|
|
|
513
|
Evercore Wealth Management
New York
|
$109K
|
-$42.7K
|
-373
|
-28%
|
|
|
514
|
Meeder Asset Management
Dublin,
Ohio
|
$94K
|
–
|
–
|
–
|
|
|
515
|
AssetMark Inc
Concord,
California
|
$90K
|
-$391K
|
-3,414
|
-81%
|
|
|
516
|
M&R Capital Management
Summit,
New Jersey
|
$78K
|
–
|
–
|
–
|
|
|
517
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
$75K
|
-$160K
|
-1,400
|
-67%
|
|
|
518
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$72K
|
–
|
–
|
–
|
|
|
519
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$70K
|
–
|
–
|
–
|
|
|
520
|
Bessemer Group
Woodbridge,
New Jersey
|
$70K
|
–
|
–
|
–
|
|
|
521
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$68K
|
+$68K
|
+594
|
New
|
|
|
522
|
Global Retirement Partners
San Rafael,
California
|
$65K
|
-$32K
|
-280
|
-30%
|
|
|
523
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$65K
|
+$13.8K
|
+121
|
+26%
|
|
|
524
|
Patten Group
Chattanooga,
Tennessee
|
$65K
|
+$45.2K
|
+395
|
+228%
|
|
|
525
|
Truist Financial
Charlotte,
North Carolina
|
$62K
|
–
|
–
|
–
|
|
