|
301
|
|
$441K
|
-$133K
|
-986
|
-22%
|
|
|
302
|
Cadence Bank NA
Houston,
Texas
|
$438K
|
–
|
–
|
–
|
|
|
303
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$420K
|
-$1.75K
|
-13
|
-0.4%
|
|
|
304
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$402K
|
+$8.77K
|
+65
|
+2%
|
|
|
305
|
SignatureFD
Atlanta,
Georgia
|
$399K
|
+$45.7K
|
+339
|
+12%
|
|
|
306
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$397K
|
+$427K
|
+3,165
|
New
|
|
|
307
|
|
$396K
|
+$428K
|
+3,170
|
New
|
|
|
308
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$393K
|
-$52K
|
-385
|
-11%
|
|
|
309
|
Wellington Shields Capital Management
New York
|
$384K
|
+$413K
|
+3,060
|
New
|
|
|
310
|
Trust Company of Toledo
Holland,
Ohio
|
$382K
|
+$216K
|
+1,600
|
+110%
|
|
|
311
|
Ronit Capital
London,
United Kingdom
|
$376K
|
+$405K
|
+3,000
|
New
|
|
|
312
|
Tiemann Investment Advisors
Menlo Park,
California
|
$375K
|
–
|
–
|
–
|
|
|
313
|
Verition Fund Management
Greenwich,
Connecticut
|
$372K
|
+$400K
|
+2,968
|
New
|
|
|
314
|
Jump Financial
Chicago,
Illinois
|
$368K
|
+$396K
|
+2,938
|
New
|
|
|
315
|
Cigna Investments
Bloomfield,
Connecticut
|
$364K
|
+$20.6K
|
+153
|
+6%
|
|
|
316
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$363K
|
+$27K
|
+200
|
+7%
|
|
|
317
|
First Pacific Financial
Vancouver,
Washington
|
$357K
|
+$384K
|
+2,846
|
New
|
|
|
318
|
Demars Financial Group
Spokane Valley,
Washington
|
$348K
|
+$374K
|
+2,773
|
New
|
|
|
319
|
Oppenheimer & Co
New York
|
$338K
|
+$97K
|
+719
|
+36%
|
|
|
320
|
Leonteq Securities AG
Zurich,
Switzerland
|
$323K
|
+$276K
|
+2,042
|
New
|
|
|
321
|
Raymond James Trust
St. Petersburg,
Florida
|
$321K
|
-$17.5K
|
-130
|
-5%
|
|
|
322
|
Bridgewater Associates
Westport,
Connecticut
|
$302K
|
+$325K
|
+2,411
|
New
|
|
|
323
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$298K
|
-$2.41M
|
-17,874
|
-88%
|
|
|
324
|
Circle Wealth Management
Summit,
New Jersey
|
$296K
|
-$25K
|
-185
|
-7%
|
|
|
325
|
SVB Wealth
Boston,
Massachusetts
|
$291K
|
+$19.8K
|
+147
|
+7%
|
|
