|
526
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.01M
|
–
|
–
|
–
|
|
|
527
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.01M
|
+$295K
|
+201
|
+45%
|
|
|
528
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1M
|
-$66.1K
|
-45
|
-7%
|
|
|
529
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$1M
|
+$551K
|
+375
|
+139%
|
|
|
530
|
WBH Advisory
Baltimore,
Maryland
|
$1M
|
-$4.4K
|
-3
|
-0.5%
|
|
|
531
|
Capital Impact Advisors
Boston,
Massachusetts
|
$994K
|
+$937K
|
+638
|
New
|
|
|
532
|
Mitchell Capital Management
Leawood,
Kansas
|
$992K
|
-$749K
|
-510
|
-44%
|
|
|
533
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$989K
|
+$932K
|
+635
|
New
|
|
|
534
|
Stokes Family Office
New Orleans,
Louisiana
|
$988K
|
+$57.3K
|
+39
|
+7%
|
|
|
535
|
Dupont Capital Management
Wilmington,
Delaware
|
$986K
|
–
|
–
|
–
|
|
|
536
|
Calamos Advisors
Naperville,
Illinois
|
$985K
|
-$2.74M
|
-1,863
|
-75%
|
|
|
537
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$975K
|
+$80.7K
|
+55
|
+10%
|
|
|
538
|
Credit Agricole
Montrouge Cedex,
France
|
$975K
|
+$602K
|
+410
|
+190%
|
|
|
539
|
Cetera Advisors
Denver,
Colorado
|
$963K
|
+$305K
|
+208
|
+51%
|
|
|
540
|
Alta Capital Management
Salt Lake City,
Utah
|
$953K
|
-$99.8K
|
-68
|
-10%
|
|
|
541
|
Tidal Investments
Milwaukee,
Wisconsin
|
$942K
|
-$134K
|
-91
|
-13%
|
|
|
542
|
NFJ Investment Group
Dallas,
Texas
|
$935K
|
+$52.9K
|
+36
|
+6%
|
|
|
543
|
Norinchukin Bank
Tokyo,
Japan
|
$893K
|
+$126K
|
+86
|
+18%
|
|
|
544
|
American Century Companies
Kansas City,
Missouri
|
$880K
|
+$164K
|
+112
|
+25%
|
|
|
545
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$879K
|
–
|
–
|
–
|
|
|
546
|
Mirabella Financial Services
London,
United Kingdom
|
$879K
|
+$828K
|
+564
|
New
|
|
|
547
|
Avantax Advisory Services
Dallas,
Texas
|
$872K
|
+$98.4K
|
+67
|
+14%
|
|
|
548
|
RMR Wealth Builders
Montclair,
New Jersey
|
$851K
|
+$13.2K
|
+9
|
+2%
|
|
|
549
|
J. Safra Asset Management
New York
|
$851K
|
+$201K
|
+137
|
+40%
|
|
|
550
|
CIBC World Markets
New York
|
$841K
|
-$2.01M
|
-1,368
|
-72%
|
|
