|
601
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$545K
|
+$514K
|
+832
|
New
|
|
|
602
|
Arden Trust
Wilmington,
Delaware
|
$543K
|
-$5.56K
|
-9
|
-1%
|
|
|
603
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$538K
|
+$508K
|
+822
|
New
|
|
|
604
|
Coastline Trust
Providence,
Rhode Island
|
$538K
|
–
|
–
|
–
|
|
|
605
|
American Assets Investment Management
San Diego,
California
|
$536K
|
+$30.9K
|
+50
|
+7%
|
|
|
606
|
Verition Fund Management
Greenwich,
Connecticut
|
$533K
|
-$7.55M
|
-12,224
|
-94%
|
|
|
607
|
PFS Investments
Duluth,
Georgia
|
$528K
|
+$41.4K
|
+67
|
+9%
|
|
|
608
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$524K
|
–
|
–
|
–
|
|
|
609
|
My Legacy Advisors
Bend,
Oregon
|
$521K
|
+$29.6K
|
+48
|
+7%
|
|
|
610
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$516K
|
+$59.9K
|
+97
|
+14%
|
|
|
611
|
Credential Qtrade Securities
Vancouver,
|
$514K
|
+$6.79K
|
+11
|
+1%
|
|
|
612
|
Burney Company
Reston,
Virginia
|
$512K
|
-$1.21M
|
-1,958
|
-71%
|
|
|
613
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$512K
|
-$25.3K
|
-41
|
-5%
|
|
|
614
|
BTC Capital Management
Des Moines,
Iowa
|
$504K
|
+$15.4K
|
+25
|
+3%
|
|
|
615
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$503K
|
+$50.7K
|
+82
|
+12%
|
|
|
616
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$501K
|
+$52.5K
|
+85
|
+13%
|
|
|
617
|
3Chopt Investment Partners
Richmond,
Virginia
|
$497K
|
+$468K
|
+758
|
New
|
|
|
618
|
Banco Santander
Madrid,
Spain
|
$495K
|
-$27.8K
|
-45
|
-6%
|
|
|
619
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$494K
|
+$53.1K
|
+86
|
+13%
|
|
|
620
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$493K
|
+$3.09K
|
+5
|
+0.7%
|
|
|
621
|
Solstein Capital
Menlo Park,
California
|
$482K
|
-$2.34M
|
-3,794
|
-84%
|
|
|
622
|
TrinityPoint Wealth
Milford,
Connecticut
|
$478K
|
+$119K
|
+192
|
+36%
|
|
|
623
|
Fairview Capital Investment Management
Greenbrae,
California
|
$476K
|
-$43.2K
|
-70
|
-9%
|
|
|
624
|
Concentrum Wealth Management
San Jose,
California
|
$474K
|
–
|
–
|
–
|
|
|
625
|
Moseley Investment Management
Bradenton,
Florida
|
$470K
|
-$10.5K
|
-17
|
-2%
|
|
