|
201
|
Forza Wealth Management
Sarasota,
Florida
|
$325K
|
+$259K
|
+5,116
|
New
|
|
|
202
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$325K
|
+$259K
|
+5,115
|
New
|
|
|
203
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$318K
|
+$253K
|
+5,000
|
New
|
|
|
204
|
Truist Financial
Charlotte,
North Carolina
|
$317K
|
-$24.8K
|
-489
|
-9%
|
|
|
205
|
DMKC Advisory Services
Des Moines,
Iowa
|
$313K
|
+$229K
|
+4,516
|
New
|
|
|
206
|
Fractal Investments
Glastonbury,
Connecticut
|
$311K
|
+$248K
|
+4,900
|
New
|
|
|
207
|
Snowden Capital Advisors
New York
|
$305K
|
+$243K
|
+4,797
|
New
|
|
|
208
|
Corient Private Wealth
Miami,
Florida
|
$301K
|
+$240K
|
+4,732
|
New
|
|
|
209
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$296K
|
+$236K
|
+4,667
|
New
|
|
|
210
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$292K
|
+$233K
|
+4,601
|
New
|
|
|
211
|
NBC Securities
Birmingham,
Alabama
|
$287K
|
–
|
–
|
–
|
|
|
212
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$283K
|
+$226K
|
+4,458
|
New
|
|
|
213
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$277K
|
+$221K
|
+4,361
|
New
|
|
|
214
|
Fidelity Investments
Boston,
Massachusetts
|
$277K
|
-$3.64K
|
-72
|
-2%
|
|
|
215
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$274K
|
+$218K
|
+4,308
|
New
|
|
|
216
|
Allspring Global Investments
Charlotte,
North Carolina
|
$273K
|
+$220K
|
+4,345
|
New
|
|
|
217
|
SeaCrest Wealth Management
Purchase,
New York
|
$259K
|
+$206K
|
+4,071
|
New
|
|
|
218
|
Kestra Advisory Services
Austin,
Texas
|
$249K
|
+$5.52K
|
+109
|
+3%
|
|
|
219
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$242K
|
+$193K
|
+3,815
|
New
|
|
|
220
|
Avantax Advisory Services
Dallas,
Texas
|
$240K
|
+$191K
|
+3,777
|
New
|
|
|
221
|
Westport Asset Management
Southport,
Connecticut
|
$238K
|
–
|
–
|
–
|
|
|
222
|
Americana Partners
Houston,
Texas
|
$235K
|
+$187K
|
+3,696
|
New
|
|
|
223
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$233K
|
-$165K
|
-3,254
|
-47%
|
|
|
224
|
Coldstream Capital Management
Bellevue,
Washington
|
$233K
|
-$506
|
-10
|
-0.3%
|
|
|
225
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$231K
|
-$42.2K
|
-833
|
-19%
|
|
