|
401
|
Optimum Investment Advisors
Chicago,
Illinois
|
$540K
|
–
|
–
|
–
|
|
|
402
|
Sequoia Financial Advisors
Akron,
Ohio
|
$540K
|
+$117K
|
+269
|
+34%
|
|
|
403
|
VestGen Advisors
Inverness,
Illinois
|
$540K
|
+$458K
|
+1,050
|
New
|
|
|
404
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$537K
|
+$456K
|
+1,045
|
New
|
|
|
405
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$537K
|
+$14.8K
|
+34
|
+3%
|
|
|
406
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$529K
|
-$406K
|
-929
|
-47%
|
|
|
407
|
CreativeOne Wealth
Overland Park,
Kansas
|
$529K
|
-$198K
|
-454
|
-31%
|
|
|
408
|
Sivia Capital Partners
Mill Valley,
California
|
$529K
|
+$36.7K
|
+84
|
+9%
|
|
|
409
|
Winton Group
London,
United Kingdom
|
$527K
|
-$5.87M
|
-13,452
|
-93%
|
|
|
410
|
Argent Trust Co
Nashville,
Tennessee
|
$523K
|
-$11.8K
|
-27
|
-3%
|
|
|
411
|
|
$513K
|
+$436K
|
+999
|
New
|
|
|
412
|
Aviva
London,
United Kingdom
|
$511K
|
-$825K
|
-1,889
|
-66%
|
|
|
413
|
Integrated Advisors Network
Dallas,
Texas
|
$510K
|
-$21.4K
|
-49
|
-5%
|
|
|
414
|
Penserra Capital Management
Orinda,
California
|
$507K
|
+$431K
|
+988
|
New
|
|
|
415
|
SummitTX Capital
Fort Worth,
Texas
|
$501K
|
+$425K
|
+974
|
New
|
|
|
416
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$495K
|
–
|
–
|
–
|
|
|
417
|
Vista Finance
Clayton,
Missouri
|
$493K
|
-$87.3K
|
-200
|
-17%
|
|
|
418
|
Vontobel Holding
Zurich,
Switzerland
|
$491K
|
-$291K
|
-667
|
-41%
|
|
|
419
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$490K
|
–
|
–
|
–
|
|
|
420
|
Transcend Capital Advisors
Madison,
New Jersey
|
$487K
|
+$413K
|
+947
|
New
|
|
|
421
|
Perigon Wealth Management
San Francisco,
California
|
$482K
|
+$410K
|
+938
|
New
|
|
|
422
|
Vinva Investment Management
Sydney,
Australia
|
$482K
|
+$276K
|
+633
|
New
|
|
|
423
|
Rothschild Investment LLC
Chicago,
Illinois
|
$481K
|
+$409K
|
+936
|
New
|
|
|
424
|
SignatureFD
Atlanta,
Georgia
|
$481K
|
+$150K
|
+343
|
+58%
|
|
|
425
|
ALPS Advisors
Denver,
Colorado
|
$478K
|
-$79.5K
|
-182
|
-16%
|
|
