|
301
|
InceptionR
Lafayette,
California
|
$277K
|
+$286K
|
+1,628
|
New
|
|
|
302
|
Intrust Bank
Wichita,
Kansas
|
$276K
|
–
|
–
|
–
|
|
|
303
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$274K
|
+$19K
|
+108
|
+7%
|
|
|
304
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$273K
|
+$281K
|
+1,600
|
New
|
|
|
305
|
Raymond James Trust
St. Petersburg,
Florida
|
$267K
|
-$8.25K
|
-47
|
-3%
|
|
|
306
|
Kaizen Financial Strategies
Campbell,
California
|
$264K
|
–
|
–
|
–
|
|
|
307
|
Seven Eight Capital
New York
|
$264K
|
+$272K
|
+1,548
|
New
|
|
|
308
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$257K
|
-$1.58K
|
-9
|
-0.6%
|
|
|
309
|
AXS Investments
Port Chester,
New York
|
$256K
|
-$912K
|
-5,200
|
-78%
|
|
|
310
|
Sanders Morris Harris
Houston,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
311
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$249K
|
+$17.7K
|
+101
|
+7%
|
|
|
312
|
Point72 Asset Management
Stamford,
Connecticut
|
$247K
|
+$217K
|
+1,238
|
+587%
|
|
|
313
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$244K
|
+$13.2K
|
+75
|
+6%
|
|
|
314
|
Cresset Asset Management
Chicago,
Illinois
|
$235K
|
+$242K
|
+1,379
|
New
|
|
|
315
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$233K
|
-$5.79K
|
-33
|
-2%
|
|
|
316
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$232K
|
-$59.5K
|
-339
|
-20%
|
|
|
317
|
Cetera Advisor Networks
El Segundo,
California
|
$231K
|
+$238K
|
+1,356
|
New
|
|
|
318
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$229K
|
-$23.5K
|
-134
|
-9%
|
|
|
319
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$224K
|
-$6.67K
|
-38
|
-3%
|
|
|
320
|
FirstPurpose Wealth
Orem,
Utah
|
$210K
|
+$216K
|
+1,233
|
New
|
|
|
321
|
Coldstream Capital Management
Bellevue,
Washington
|
$209K
|
-$12.8K
|
-73
|
-6%
|
|
|
322
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$208K
|
-$15.8K
|
-90
|
-7%
|
|
|
323
|
Glenview Trust
Louisville,
Kentucky
|
$207K
|
+$213K
|
+1,213
|
New
|
|
|
324
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$206K
|
+$213K
|
+1,211
|
New
|
|
|
325
|
|
$206K
|
+$212K
|
+1,210
|
New
|
|
