|
601
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$212K
|
+$211K
|
+2,064
|
New
|
|
|
602
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$211K
|
+$211K
|
+2,062
|
New
|
|
|
603
|
Avantax Advisory Services
Dallas,
Texas
|
$211K
|
-$493K
|
-4,824
|
-70%
|
|
|
604
|
Callan Family Office
Radnor,
Pennsylvania
|
$211K
|
+$210K
|
+2,058
|
New
|
|
|
605
|
Westpac Banking Corp
Sydney,
Australia
|
$210K
|
-$18.5K
|
-181
|
-8%
|
|
|
606
|
|
$210K
|
+$209K
|
+2,047
|
New
|
|
|
607
|
Gries Financial
Cleveland,
Ohio
|
$209K
|
+$209K
|
+2,043
|
New
|
|
|
608
|
Cigna Investments
Bloomfield,
Connecticut
|
$207K
|
+$207K
|
+2,023
|
New
|
|
|
609
|
Close Asset Management
London,
United Kingdom
|
$206K
|
–
|
–
|
–
|
|
|
610
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$205K
|
-$32.8K
|
-321
|
-14%
|
|
|
611
|
LRI Investments
Palm Beach Gardens,
Florida
|
$205K
|
–
|
–
|
–
|
|
|
612
|
Blue Trust Inc
Alpharetta,
Georgia
|
$204K
|
-$87.2K
|
-853
|
-30%
|
|
|
613
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$202K
|
+$201K
|
+1,970
|
New
|
|
|
614
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$201K
|
+$200K
|
+1,960
|
New
|
|
|
615
|
Barrett & Company
Providence,
Rhode Island
|
$195K
|
–
|
–
|
–
|
|
|
616
|
Sachetta
Lynnfield,
Massachusetts
|
$187K
|
-$3.07K
|
-30
|
-2%
|
|
|
617
|
Venturi Wealth Management
Austin,
Texas
|
$184K
|
+$149K
|
+1,456
|
+435%
|
|
|
618
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$175K
|
–
|
–
|
–
|
|
|
619
|
Ravenstone Capital Management
Toronto,
|
$174K
|
+$174K
|
+1,700
|
New
|
|
|
620
|
Harvest Fund Management
Beijing,
China
|
$165K
|
+$175K
|
+1,714
|
New
|
|
|
621
|
Gables Capital Management
Miami,
Florida
|
$164K
|
–
|
–
|
–
|
|
|
622
|
Parallel Advisors
San Francisco,
California
|
$163K
|
+$4.29K
|
+42
|
+3%
|
|
|
623
|
IFP Advisors
Tampa,
Florida
|
$156K
|
+$34.1K
|
+334
|
+28%
|
|
|
624
|
Covestor
London,
United Kingdom
|
$148K
|
+$102K
|
+999
|
+222%
|
|
|
625
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
