|
401
|
Trust Company of Toledo
Holland,
Ohio
|
$372K
|
+$101K
|
+1,264
|
+44%
|
|
|
402
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$363K
|
+$22.8K
|
+286
|
+8%
|
|
|
403
|
Belpointe Asset Management
Reno,
Nevada
|
$358K
|
-$95K
|
-1,192
|
-23%
|
|
|
404
|
Sompo Asset Management
Tokyo,
Japan
|
$357K
|
+$317K
|
+3,980
|
New
|
|
|
405
|
Bayesian Capital Management
Brooklyn,
New York
|
$354K
|
+$315K
|
+3,946
|
New
|
|
|
406
|
Axxcess Wealth Management
Carlsbad,
California
|
$350K
|
+$311K
|
+3,898
|
New
|
|
|
407
|
WBH Advisory
Baltimore,
Maryland
|
$349K
|
-$7.89K
|
-99
|
-2%
|
|
|
408
|
Bessemer Group
Woodbridge,
New Jersey
|
$347K
|
+$12.7K
|
+159
|
+4%
|
|
|
409
|
World Investment Advisors
Santa Barbara,
California
|
$347K
|
+$308K
|
+3,859
|
New
|
|
|
410
|
Metis Global Partners
San Diego,
California
|
$345K
|
-$37.9K
|
-475
|
-11%
|
|
|
411
|
Atomi Financial Group
New York
|
$342K
|
+$79.2K
|
+994
|
+35%
|
|
|
412
|
WesBanco Bank
Wheeling,
West Virginia
|
$342K
|
–
|
–
|
–
|
|
|
413
|
Arete Wealth Advisors
Chicago,
Illinois
|
$340K
|
+$2.79K
|
+35
|
+0.9%
|
|
|
414
|
Asset Dedication LLC
San Francisco,
California
|
$339K
|
–
|
–
|
–
|
|
|
415
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$338K
|
-$14.5K
|
-182
|
-5%
|
|
|
416
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$337K
|
+$956
|
+12
|
+0.3%
|
|
|
417
|
Profit Investment Management
North Bethesda,
Maryland
|
$326K
|
–
|
–
|
–
|
|
|
418
|
Evercore Wealth Management
New York
|
$325K
|
–
|
–
|
–
|
|
|
419
|
Custom Index Systems
New York
|
$324K
|
+$287K
|
+3,606
|
New
|
|
|
420
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$323K
|
-$5.16M
|
-64,760
|
-95%
|
|
|
421
|
Davis Capital Management
Jacksonville,
Florida
|
$320K
|
+$284K
|
+3,566
|
New
|
|
|
422
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$314K
|
-$42.7K
|
-536
|
-13%
|
|
|
423
|
BOK Financial
Tulsa,
Oklahoma
|
$311K
|
-$48.2K
|
-605
|
-15%
|
|
|
424
|
Atria Wealth Solutions
New York
|
$310K
|
+$12K
|
+151
|
+5%
|
|
|
425
|
PGGM Investments
Zeist,
Netherlands
|
$310K
|
-$56.1K
|
-704
|
-17%
|
|
