|
476
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$242K
|
-$66.2K
|
-2,224
|
-22%
|
|
|
477
|
Rock Point Advisors
Burlington,
Vermont
|
$241K
|
-$29.8K
|
-1,000
|
-11%
|
|
|
478
|
Neuberger Berman Group
New York
|
$240K
|
-$108K
|
-3,630
|
-31%
|
|
|
479
|
Roosevelt Investment Group
New York
|
$240K
|
-$29.8K
|
-1,000
|
-11%
|
|
|
480
|
Tocqueville Asset Management
New York
|
$237K
|
+$234K
|
+7,870
|
New
|
|
|
481
|
KCS Wealth Advisory
Los Angeles,
California
|
$234K
|
-$41.6K
|
-1,398
|
-15%
|
|
|
482
|
ExodusPoint Capital Management
New York
|
$231K
|
+$228K
|
+7,664
|
New
|
|
|
483
|
Marco Investment Management
Atlanta,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
484
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$226K
|
–
|
–
|
–
|
|
|
485
|
Personal CFO Solutions
Chester,
New Jersey
|
$225K
|
-$26.5K
|
-890
|
-11%
|
|
|
486
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$223K
|
-$149K
|
-5,000
|
-40%
|
|
|
487
|
RFG Advisory
Birmingham,
Alabama
|
$223K
|
-$655
|
-22
|
-0.3%
|
|
|
488
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$222K
|
-$37.8K
|
-1,270
|
-15%
|
|
|
489
|
Capital International Inc
Los Angeles,
California
|
$222K
|
+$7.15K
|
+240
|
+3%
|
|
|
490
|
PagnatoKarp Partners
Reston,
Virginia
|
$222K
|
+$11.4K
|
+384
|
+6%
|
|
|
491
|
Avantax Advisory Services
Dallas,
Texas
|
$221K
|
-$5.84K
|
-196
|
-3%
|
|
|
492
|
Security National Trust
Wheeling,
West Virginia
|
$221K
|
–
|
–
|
–
|
|
|
493
|
LifeSteps Financial
Claremont,
California
|
$218K
|
–
|
–
|
–
|
|
|
494
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$216K
|
+$133K
|
+4,462
|
+163%
|
|
|
495
|
Stokes Family Office
New Orleans,
Louisiana
|
$214K
|
–
|
–
|
–
|
|
|
496
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$214K
|
+$212K
|
+7,112
|
New
|
|
|
497
|
Aviance Capital Partners
Naples,
Florida
|
$213K
|
–
|
–
|
–
|
|
|
498
|
Freedom Investment Management
Hartford,
Connecticut
|
$212K
|
-$75.7K
|
-2,542
|
-27%
|
|
|
499
|
Douglas Lane & Associates
New York
|
$211K
|
-$185K
|
-6,202
|
-47%
|
|
|
500
|
Koshinski Asset Management
Decatur,
Illinois
|
$210K
|
-$4.41K
|
-148
|
-2%
|
|
