|
451
|
|
$237K
|
-$186K
|
-124
|
-46%
|
|
|
452
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$235K
|
–
|
–
|
–
|
|
|
453
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$232K
|
+$214K
|
+142
|
New
|
|
|
454
|
Personal CFO Solutions
Chester,
New Jersey
|
$231K
|
+$212K
|
+141
|
New
|
|
|
455
|
Tocqueville Asset Management
New York
|
$231K
|
-$18K
|
-12
|
-8%
|
|
|
456
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$229K
|
+$211K
|
+140
|
New
|
|
|
457
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$228K
|
-$81.2K
|
-54
|
-28%
|
|
|
458
|
Keel Point
Huntsville,
Alabama
|
$227K
|
+$209K
|
+139
|
New
|
|
|
459
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$221K
|
+$203K
|
+135
|
New
|
|
|
460
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$221K
|
+$203K
|
+135
|
New
|
|
|
461
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$219K
|
-$6.02K
|
-4
|
-3%
|
|
|
462
|
|
$214K
|
-$2.6M
|
-1,731
|
-93%
|
|
|
463
|
Journey Strategic Wealth
Summit,
New Jersey
|
$213K
|
+$196K
|
+130
|
New
|
|
|
464
|
Simon Quick Advisors
Morristown,
New Jersey
|
$211K
|
+$194K
|
+129
|
New
|
|
|
465
|
Quantum Financial Advisors
El Segundo,
California
|
$211K
|
+$194K
|
+129
|
New
|
|
|
466
|
Metis Global Partners
San Diego,
California
|
$208K
|
-$25.6K
|
-17
|
-12%
|
|
|
467
|
McCollum Christoferson Group
Amherst,
New York
|
$204K
|
+$188K
|
+125
|
New
|
|
|
468
|
Modera Wealth Management
Westwood,
New Jersey
|
$204K
|
+$188K
|
+125
|
New
|
|
|
469
|
Moody National Bank Trust Division
Galveston,
Texas
|
$204K
|
+$188K
|
+125
|
New
|
|
|
470
|
Stonebridge Capital Management
Los Angeles,
California
|
$203K
|
+$186K
|
+124
|
New
|
|
|
471
|
Colonial Trust
Spartanburg,
South Carolina
|
$185K
|
-$1.5K
|
-1
|
-0.9%
|
|
|
472
|
American International Group
New York
|
$164K
|
–
|
–
|
–
|
|
|
473
|
Rakuten Investment Management
Tokyo,
Japan
|
$144K
|
+$120K
|
+80
|
+1,000%
|
|
|
474
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$141K
|
-$18K
|
-12
|
-12%
|
|
|
475
|
Parallel Advisors
San Francisco,
California
|
$124K
|
+$22.6K
|
+15
|
+25%
|
|
