|
226
|
Capital Wealth Planning
Naples,
Florida
|
$237K
|
+$215K
|
+2,141
|
New
|
|
|
227
|
Penserra Capital Management
Orinda,
California
|
$237K
|
+$215K
|
+2,141
|
New
|
|
|
228
|
SimplyRich
Carlsbad,
California
|
$231K
|
+$210K
|
+2,088
|
New
|
|
|
229
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$228K
|
+$207K
|
+2,054
|
New
|
|
|
230
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$227K
|
+$206K
|
+2,047
|
New
|
|
|
231
|
Sompo Asset Management
Tokyo,
Japan
|
$215K
|
+$195K
|
+1,940
|
New
|
|
|
232
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$211K
|
-$419K
|
-4,163
|
-69%
|
|
|
233
|
Shilanski & Associates
Anchorage,
Alaska
|
$210K
|
+$191K
|
+1,897
|
New
|
|
|
234
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$208K
|
-$70.4K
|
-700
|
-27%
|
|
|
235
|
New York State Common Retirement Fund
Albany,
New York
|
$205K
|
+$1.51K
|
+15
|
+0.8%
|
|
|
236
|
Comerica Securities
Detroit,
Michigan
|
$201K
|
+$182K
|
+1,812
|
New
|
|
|
237
|
HSBC Holdings
London,
United Kingdom
|
$201K
|
+$182K
|
+1,810
|
New
|
|
|
238
|
Claro Advisors
Boston,
Massachusetts
|
$201K
|
+$182K
|
+1,809
|
New
|
|
|
239
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$175K
|
–
|
–
|
–
|
|
|
240
|
Legal & General Group
London,
United Kingdom
|
$175K
|
–
|
–
|
–
|
|
|
241
|
WhitTier Trust Company
Reno,
Nevada
|
$144K
|
–
|
–
|
–
|
|
|
242
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$133K
|
–
|
–
|
–
|
|
|
243
|
First Horizon Advisors
Memphis,
Tennessee
|
$131K
|
+$13.2K
|
+131
|
+12%
|
|
|
244
|
UMB Bank
Kansas City,
Missouri
|
$130K
|
+$4.02K
|
+40
|
+4%
|
|
|
245
|
ORG Partners
Roanoke,
Indiana
|
$130K
|
+$118K
|
+1,176
|
New
|
|
|
246
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$123K
|
+$4.42K
|
+44
|
+4%
|
|
|
247
|
Blue Trust Inc
Alpharetta,
Georgia
|
$103K
|
-$400K
|
-3,976
|
-79%
|
|
|
248
|
IFP Advisors
Tampa,
Florida
|
$96K
|
+$85.4K
|
+849
|
+4,994%
|
|
|
249
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$88.7K
|
–
|
–
|
–
|
|
|
250
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$87K
|
–
|
–
|
–
|
|
