|
401
|
|
$218K
|
-$365K
|
-9,089
|
-63%
|
|
|
402
|
William Blair & Company
Chicago,
Illinois
|
$218K
|
+$212K
|
+5,291
|
New
|
|
|
403
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$217K
|
+$212K
|
+5,279
|
New
|
|
|
404
|
Keel Point
Huntsville,
Alabama
|
$216K
|
+$211K
|
+5,265
|
New
|
|
|
405
|
Kestra Private Wealth Services
Austin,
Texas
|
$212K
|
-$42.4K
|
-1,056
|
-17%
|
|
|
406
|
Bridgewater Advisors
New York
|
$209K
|
+$255K
|
+6,343
|
New
|
|
|
407
|
Concurrent Investment Advisors
Tampa,
Florida
|
$208K
|
+$203K
|
+5,066
|
New
|
|
|
408
|
Merit Financial Group
Alpharetta,
Georgia
|
$206K
|
+$201K
|
+5,002
|
New
|
|
|
409
|
Deltec Asset Management
New York
|
$206K
|
+$201K
|
+5,000
|
New
|
|
|
410
|
|
$206K
|
+$201K
|
+5,000
|
New
|
|
|
411
|
Stokes Family Office
New Orleans,
Louisiana
|
$206K
|
+$201K
|
+5,000
|
New
|
|
|
412
|
Viewpoint Capital Management
Seattle,
Washington
|
$206K
|
+$201K
|
+5,000
|
New
|
|
|
413
|
Blue Trust Inc
Alpharetta,
Georgia
|
$196K
|
+$24K
|
+598
|
+14%
|
|
|
414
|
Ridgewood Investments
Springfield,
New Jersey
|
$193K
|
+$20.1K
|
+500
|
+11%
|
|
|
415
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$173K
|
–
|
–
|
–
|
|
|
416
|
|
$167K
|
+$103K
|
+2,562
|
+171%
|
|
|
417
|
Banque Transatlantique
Paris,
France
|
$159K
|
–
|
–
|
–
|
|
|
418
|
Guinness Asset Management
London,
United Kingdom
|
$151K
|
+$17.6K
|
+439
|
+14%
|
|
|
419
|
Brown Brothers Harriman & Co
New York
|
$149K
|
+$11.4K
|
+285
|
+9%
|
|
|
420
|
North Star Investment Management
Chicago,
Illinois
|
$147K
|
–
|
–
|
–
|
|
|
421
|
Wolverine Asset Management
Chicago,
Illinois
|
$126K
|
–
|
–
|
–
|
|
|
422
|
Financial Perspectives
Minneapolis,
Minnesota
|
$126K
|
–
|
–
|
–
|
|
|
423
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$125K
|
-$22.8K
|
-567
|
-16%
|
|
|
424
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$112K
|
-$602
|
-15
|
-0.5%
|
|
|
425
|
Harbour Investments
Madison,
Wisconsin
|
$112K
|
+$19.8K
|
+494
|
+22%
|
|
