|
201
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$343K
|
+$339K
|
+8,897
|
New
|
|
|
202
|
Creative Planning
Overland Park,
Kansas
|
$331K
|
+$31.5K
|
+826
|
+11%
|
|
|
203
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$329K
|
+$326K
|
+8,556
|
New
|
|
|
204
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$323K
|
-$41.9K
|
-1,100
|
-12%
|
|
|
205
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$314K
|
-$8.27K
|
-217
|
-3%
|
|
|
206
|
Fayez Sarofim & Co
Houston,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
207
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293K
|
-$147K
|
-3,865
|
-34%
|
|
|
208
|
Sequoia Financial Advisors
Akron,
Ohio
|
$289K
|
–
|
–
|
–
|
|
|
209
|
Stablepoint Partners
Braintree,
Massachusetts
|
$285K
|
–
|
–
|
–
|
|
|
210
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$282K
|
+$259K
|
+6,800
|
New
|
|
|
211
|
Granite Group Advisors
Stamford,
Connecticut
|
$259K
|
–
|
–
|
–
|
|
|
212
|
Lee Financial
Dallas,
Texas
|
$257K
|
+$19K
|
+500
|
+8%
|
|
|
213
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$256K
|
+$229
|
+6
|
+0.1%
|
|
|
214
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$253K
|
+$250K
|
+6,572
|
New
|
|
|
215
|
Aristeia Capital
Greenwich,
Connecticut
|
$248K
|
-$66.6K
|
-1,749
|
-21%
|
|
|
216
|
PGIM Custom Harvest
Newark,
New Jersey
|
$231K
|
–
|
–
|
–
|
|
|
217
|
IEQ Capital
Foster City,
California
|
$230K
|
+$227K
|
+5,960
|
New
|
|
|
218
|
Geode Capital Management
Boston,
Massachusetts
|
$223K
|
+$39.1K
|
+1,026
|
+22%
|
|
|
219
|
|
$221K
|
-$1.9K
|
-50
|
-0.9%
|
|
|
220
|
Oppenheimer & Co
New York
|
$219K
|
+$12.4K
|
+325
|
+6%
|
|
|
221
|
Steward Partners Investment Advisory
New York
|
$216K
|
-$170K
|
-4,469
|
-44%
|
|
|
222
|
NewEdge Advisors
New Orleans,
Louisiana
|
$209K
|
-$5.41K
|
-142
|
-3%
|
|
|
223
|
Ariadne Wealth Management
Santa Barbara,
California
|
$208K
|
+$188K
|
+4,946
|
New
|
|
|
224
|
Seelaus Asset Management
Chatham,
New Jersey
|
$204K
|
–
|
–
|
–
|
|
|
225
|
Avantax Advisory Services
Dallas,
Texas
|
$204K
|
-$4.42K
|
-116
|
-2%
|
|
