|
626
|
Avantax Planning Partners
Dubuque,
Iowa
|
$330K
|
–
|
–
|
–
|
|
|
627
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$329K
|
+$330K
|
+3,010
|
New
|
|
|
628
|
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
|
$328K
|
+$329K
|
+3,000
|
New
|
|
|
629
|
Counterpoint Mutual Funds
San Diego,
California
|
$327K
|
+$49.2K
|
+449
|
+18%
|
|
|
630
|
EP Wealth Advisors
Torrance,
California
|
$327K
|
+$56K
|
+511
|
+21%
|
|
|
631
|
iSAM Funds (UK)
London,
United Kingdom
|
$324K
|
+$325K
|
+2,964
|
New
|
|
|
632
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$320K
|
+$320K
|
+2,925
|
New
|
|
|
633
|
Intrust Bank
Wichita,
Kansas
|
$320K
|
+$320K
|
+2,923
|
New
|
|
|
634
|
Prelude Capital Management
New York
|
$319K
|
+$64.6K
|
+590
|
+25%
|
|
|
635
|
Permanent Capital Management
Chicago,
Illinois
|
$318K
|
+$319K
|
+2,909
|
New
|
|
|
636
|
Claro Advisors
Boston,
Massachusetts
|
$318K
|
-$78K
|
-712
|
-20%
|
|
|
637
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$317K
|
+$110
|
+1
|
+0%
|
|
|
638
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$316K
|
-$2.08K
|
-19
|
-0.7%
|
|
|
639
|
Defined Wealth Management
Beaverton,
Oregon
|
$310K
|
+$329
|
+3
|
+0.1%
|
|
|
640
|
AE Wealth Management
Topeka,
Kansas
|
$309K
|
+$4.05K
|
+37
|
+1%
|
|
|
641
|
Advisory Alpha
Holland,
Michigan
|
$306K
|
+$29.6K
|
+270
|
+11%
|
|
|
642
|
West Michigan Advisors
Holland,
Michigan
|
$306K
|
+$307K
|
+2,801
|
New
|
|
|
643
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$306K
|
-$5.04K
|
-46
|
-2%
|
|
|
644
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$306K
|
+$62.2K
|
+568
|
+25%
|
|
|
645
|
Williams Jones Wealth Management
New York
|
$306K
|
–
|
–
|
–
|
|
|
646
|
Valeo Financial Advisors
Carmel,
Indiana
|
$305K
|
+$26.4K
|
+241
|
+9%
|
|
|
647
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$304K
|
-$1.24M
|
-11,309
|
-80%
|
|
|
648
|
Snowden Capital Advisors
New York
|
$303K
|
-$42.6K
|
-389
|
-12%
|
|
|
649
|
CX Institutional
Auburn,
Indiana
|
$301K
|
+$3.4K
|
+31
|
+1%
|
|
|
650
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$301K
|
+$301K
|
+2,748
|
New
|
|
