|
376
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$736K
|
+$642K
|
+1,936
|
New
|
|
|
377
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$710K
|
+$619K
|
+1,867
|
New
|
|
|
378
|
Capital CS Group
Irvine,
California
|
$691K
|
+$603K
|
+1,817
|
New
|
|
|
379
|
Greenland Capital Management
New York
|
$690K
|
+$602K
|
+1,814
|
New
|
|
|
380
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$684K
|
+$192K
|
+580
|
+7%
|
|
|
381
|
Capstone Investment Advisors
New York
|
$683K
|
+$596K
|
+1,796
|
New
|
|
|
382
|
Maverick Capital
Dallas,
Texas
|
$682K
|
+$594K
|
+1,792
|
New
|
|
|
383
|
GAM Holding
Zurich,
Switzerland
|
$680K
|
–
|
–
|
–
|
|
|
384
|
Oppenheimer & Co
New York
|
$680K
|
+$593K
|
+1,787
|
New
|
|
|
385
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$667K
|
+$582K
|
+1,754
|
New
|
|
|
386
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$647K
|
–
|
–
|
–
|
|
|
387
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$640K
|
+$184K
|
+556
|
+49%
|
|
|
388
|
Regions Financial Corp
Birmingham,
Alabama
|
$638K
|
-$406K
|
-1,224
|
-42%
|
|
|
389
|
|
$626K
|
-$13.6K
|
-41
|
-2%
|
|
|
390
|
Summitry LLC
Foster City,
California
|
$625K
|
–
|
–
|
–
|
|
|
391
|
EP Wealth Advisors
Torrance,
California
|
$622K
|
+$53.4K
|
+161
|
+11%
|
|
|
392
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$622K
|
-$86.9K
|
-262
|
-14%
|
|
|
393
|
Snowden Capital Advisors
New York
|
$587K
|
+$32.8K
|
+99
|
+7%
|
|
|
394
|
Aquatic Capital Management
Chicago,
Illinois
|
$586K
|
+$511K
|
+1,541
|
New
|
|
|
395
|
Prudential plc
London, England,
United Kingdom
|
$585K
|
-$66.3K
|
-200
|
-12%
|
|
|
396
|
Kestra Advisory Services
Austin,
Texas
|
$579K
|
+$505K
|
+1,522
|
New
|
|
|
397
|
|
$579K
|
+$505K
|
+1,521
|
New
|
|
|
398
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$578K
|
+$10.3K
|
+31
|
+2%
|
|
|
399
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$577K
|
+$502K
|
+1,513
|
New
|
|
|
400
|
OP Asset Management
Helsinki,
|
$571K
|
-$1.07M
|
-3,218
|
-68%
|
|
