|
201
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$412K
|
-$211K
|
-2,958
|
-33%
|
|
|
202
|
Summitry LLC
Foster City,
California
|
$407K
|
+$65.8K
|
+921
|
+19%
|
|
|
203
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$395K
|
-$82K
|
-1,148
|
-17%
|
|
|
204
|
Malaga Cove Capital
Pv Estates,
California
|
$391K
|
-$125K
|
-1,743
|
-24%
|
|
|
205
|
Franklin Resources
San Mateo,
California
|
$390K
|
+$111K
|
+1,549
|
+38%
|
|
|
206
|
Huntington National Bank
Columbus,
Ohio
|
$390K
|
-$23.1K
|
-323
|
-5%
|
|
|
207
|
Sequoia Financial Advisors
Akron,
Ohio
|
$390K
|
+$84.6K
|
+1,184
|
+27%
|
|
|
208
|
CIBC Bancorp USA
Chicago,
Illinois
|
$377K
|
+$387K
|
+5,421
|
New
|
|
|
209
|
Brown Advisory
Baltimore,
Maryland
|
$357K
|
–
|
–
|
–
|
|
|
210
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$348K
|
-$6K
|
-84
|
-2%
|
|
|
211
|
Trust Point Inc
La Crosse,
Wisconsin
|
$346K
|
+$26.6K
|
+372
|
+8%
|
|
|
212
|
SP Asset Management
Cupertino,
California
|
$343K
|
+$353K
|
+4,941
|
New
|
|
|
213
|
Corient Private Wealth
Miami,
Florida
|
$335K
|
+$139K
|
+1,938
|
+67%
|
|
|
214
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$328K
|
–
|
–
|
–
|
|
|
215
|
Park Avenue Securities
New York
|
$326K
|
-$24.4K
|
-341
|
-7%
|
|
|
216
|
BetterWealth
San Jose,
California
|
$326K
|
+$1.5K
|
+21
|
+0.5%
|
|
|
217
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$324K
|
+$334K
|
+4,669
|
New
|
|
|
218
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$324K
|
+$46.2K
|
+647
|
+16%
|
|
|
219
|
Inscription Capital
Houston,
Texas
|
$318K
|
+$327K
|
+4,581
|
New
|
|
|
220
|
Capstone Investment Advisors
New York
|
$316K
|
-$51.7K
|
-724
|
-14%
|
|
|
221
|
LVW Advisors
Pittsford,
New York
|
$314K
|
-$42.8K
|
-599
|
-12%
|
|
|
222
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$313K
|
-$16.2K
|
-227
|
-5%
|
|
|
223
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$295K
|
+$2.93K
|
+41
|
+1%
|
|
|
224
|
Entropy Technologies
New York
|
$294K
|
-$22.2K
|
-311
|
-7%
|
|
|
225
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$287K
|
+$239K
|
+3,350
|
New
|
|
