|
226
|
|
$914K
|
–
|
–
|
–
|
|
|
227
|
Pathstone Holdings
Englewood,
New Jersey
|
$900K
|
-$200K
|
-1,842
|
-17%
|
|
|
228
|
New York Life Investment Management
New York
|
$897K
|
+$49.3K
|
+455
|
+5%
|
|
|
229
|
Truist Financial
Charlotte,
North Carolina
|
$880K
|
+$542K
|
+5,007
|
+140%
|
|
|
230
|
Atria Investments
Charlotte,
North Carolina
|
$875K
|
-$48K
|
-443
|
-5%
|
|
|
231
|
Creative Planning
Overland Park,
Kansas
|
$861K
|
-$220K
|
-2,034
|
-19%
|
|
|
232
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$847K
|
+$29.3K
|
+270
|
+3%
|
|
|
233
|
Concurrent Investment Advisors
Tampa,
Florida
|
$836K
|
-$79.3K
|
-732
|
-8%
|
|
|
234
|
Evolve Private Wealth
Los Angeles,
California
|
$822K
|
-$220K
|
-2,033
|
-20%
|
|
|
235
|
Jefferies Financial Group
New York
|
$819K
|
+$867K
|
+8,000
|
New
|
|
|
236
|
Mutual of America Capital Management
New York
|
$818K
|
-$12.6K
|
-116
|
-1%
|
|
|
237
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$800K
|
-$15.7K
|
-145
|
-2%
|
|
|
238
|
CV Advisors
Aventura,
Florida
|
$799K
|
–
|
–
|
–
|
|
|
239
|
IEQ Capital
Foster City,
California
|
$790K
|
-$1.58M
|
-14,628
|
-65%
|
|
|
240
|
World Investment Advisors
Santa Barbara,
California
|
$784K
|
-$285K
|
-2,627
|
-26%
|
|
|
241
|
Fox Run Management
Greenwich,
Connecticut
|
$783K
|
-$1.3M
|
-12,018
|
-61%
|
|
|
242
|
Nilsine Partners
Greenwood Village,
Colorado
|
$760K
|
+$70.9K
|
+654
|
+10%
|
|
|
243
|
|
$747K
|
+$43.3K
|
+400
|
+6%
|
|
|
244
|
State of Wyoming
Cheyenne,
Wyoming
|
$745K
|
+$499K
|
+4,609
|
+173%
|
|
|
245
|
Regal Investment Advisors
Kentwood,
Michigan
|
$743K
|
-$8.34K
|
-77
|
-1%
|
|
|
246
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$739K
|
+$38.5K
|
+355
|
+5%
|
|
|
247
|
Evergreen Wealth Management
Williamston,
Michigan
|
$737K
|
-$119K
|
-1,100
|
-13%
|
|
|
248
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$718K
|
-$362K
|
-3,340
|
-32%
|
|
|
249
|
EP Wealth Advisors
Torrance,
California
|
$714K
|
+$383K
|
+3,538
|
+103%
|
|
|
250
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$711K
|
+$191K
|
+1,759
|
+34%
|
|
