|
601
|
Trajan Wealth
Scottsdale,
Arizona
|
$205K
|
-$10.1K
|
-54
|
-4%
|
|
|
602
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$205K
|
+$224K
|
+1,201
|
New
|
|
|
603
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$204K
|
-$40.5K
|
-217
|
-15%
|
|
|
604
|
|
$204K
|
–
|
–
|
–
|
|
|
605
|
Personal CFO Solutions
Chester,
New Jersey
|
$202K
|
+$561
|
+3
|
+0.3%
|
|
|
606
|
Sebold Capital Management
Lisle,
Illinois
|
$201K
|
-$6.54K
|
-35
|
-3%
|
|
|
607
|
Grove Bank & Trust
Miami,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
608
|
Global Retirement Partners
San Rafael,
California
|
$192K
|
+$55.5K
|
+297
|
+36%
|
|
|
609
|
Steward Partners Investment Advisory
New York
|
$189K
|
+$3.18K
|
+17
|
+2%
|
|
|
610
|
Mather Group
Chicago,
Illinois
|
$183K
|
-$122K
|
-653
|
-38%
|
|
|
611
|
Advisors Asset Management
Monument,
Colorado
|
$181K
|
-$94K
|
-503
|
-32%
|
|
|
612
|
CVA Family Office
Denver,
Colorado
|
$179K
|
–
|
–
|
–
|
|
|
613
|
R Squared
Central,
Hong Kong
|
$158K
|
+$174K
|
+930
|
New
|
|
|
614
|
UMB Bank
Kansas City,
Missouri
|
$155K
|
+$53.8K
|
+288
|
+46%
|
|
|
615
|
Key Financial Inc
West Chester,
Pennsylvania
|
$155K
|
–
|
–
|
–
|
|
|
616
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$150K
|
–
|
–
|
–
|
|
|
617
|
Ostrum Asset Management
Paris,
France
|
$138K
|
-$6.35K
|
-34
|
-4%
|
|
|
618
|
Caitong International Asset Management
Hong Kong
|
$137K
|
+$150K
|
+802
|
New
|
|
|
619
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$134K
|
-$19.4K
|
-104
|
-12%
|
|
|
620
|
Blue Trust Inc
Alpharetta,
Georgia
|
$131K
|
-$61.5K
|
-329
|
-30%
|
|
|
621
|
Coppell Advisory Solutions
Coppell,
Texas
|
$129K
|
+$71.8K
|
+384
|
+101%
|
|
|
622
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$125K
|
+$15.9K
|
+85
|
+13%
|
|
|
623
|
Aspetuck Financial Management
Westport,
Connecticut
|
$123K
|
+$135K
|
+725
|
New
|
|
|
624
|
Eagle Bay Advisors
New York
|
$110K
|
–
|
–
|
–
|
|
|
625
|
Reyes Financial Architecture
San Diego,
California
|
$110K
|
+$120K
|
+644
|
New
|
|
