|
601
|
SkyOak Wealth
Southfield,
Michigan
|
$212K
|
+$196K
|
+8,816
|
New
|
|
|
602
|
|
$207K
|
+$192K
|
+8,628
|
New
|
|
|
603
|
Freedom Investment Management
Hartford,
Connecticut
|
$207K
|
+$192K
|
+8,628
|
New
|
|
|
604
|
Dupont Capital Management
Wilmington,
Delaware
|
$205K
|
-$146K
|
-6,572
|
-44%
|
|
|
605
|
Procyon Advisors
Shelton,
Connecticut
|
$203K
|
+$188K
|
+8,452
|
New
|
|
|
606
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$201K
|
-$17.1K
|
-768
|
-8%
|
|
|
607
|
Curated Wealth Partners
El Segundo,
California
|
$200K
|
+$186K
|
+8,376
|
New
|
|
|
608
|
Belpointe Asset Management
Reno,
Nevada
|
$199K
|
-$978
|
-44
|
-0.5%
|
|
|
609
|
UMB Bank
Kansas City,
Missouri
|
$198K
|
+$183K
|
+8,252
|
New
|
|
|
610
|
Bray Capital Advisors
Naples,
Florida
|
$192K
|
+$178K
|
+8,000
|
New
|
|
|
611
|
IFP Advisors
Tampa,
Florida
|
$191K
|
-$12.6K
|
-568
|
-7%
|
|
|
612
|
AssetMark Inc
Concord,
California
|
$182K
|
+$47.7K
|
+2,148
|
+39%
|
|
|
613
|
Infusive Asset Management
New York
|
$181K
|
-$11.5K
|
-516
|
-6%
|
|
|
614
|
CKW Financial Group
Honolulu,
Hawaii
|
$170K
|
+$160K
|
+7,200
|
New
|
|
|
615
|
WhitTier Trust Company
Reno,
Nevada
|
$165K
|
+$19.4K
|
+872
|
+15%
|
|
|
616
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$156K
|
+$36.5K
|
+1,644
|
+34%
|
|
|
617
|
TD Private Client Wealth
New York
|
$152K
|
-$59.7K
|
-2,684
|
-30%
|
|
|
618
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$137K
|
+$11.9K
|
+536
|
+10%
|
|
|
619
|
Clearstead Advisors
Cleveland,
Ohio
|
$126K
|
–
|
–
|
–
|
|
|
620
|
|
$126K
|
–
|
–
|
–
|
|
|
621
|
ICICI Prudential Asset Management
Mumbai,
India
|
$125K
|
+$116K
|
+5,224
|
New
|
|
|
622
|
Front Row Advisors
Tiburon,
California
|
$124K
|
–
|
–
|
–
|
|
|
623
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$118K
|
+$110K
|
+4,928
|
New
|
|
|
624
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$115K
|
-$4.36K
|
-196
|
-4%
|
|
|
625
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$112K
|
+$85.6K
|
+3,852
|
+477%
|
|
