|
451
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$954K
|
–
|
–
|
–
|
|
|
452
|
CIBC Bancorp USA
Chicago,
Illinois
|
$954K
|
+$1M
|
+2,998
|
New
|
|
|
453
|
Linscomb Wealth
Houston,
Texas
|
$939K
|
–
|
–
|
–
|
|
|
454
|
Sovereign Financial Group
Stamford,
Connecticut
|
$931K
|
-$1.85M
|
-5,524
|
-65%
|
|
|
455
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$923K
|
-$231K
|
-690
|
-19%
|
|
|
456
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$912K
|
+$83.8K
|
+250
|
+10%
|
|
|
457
|
Provident Wealth Management
Brentwood,
Tennessee
|
$896K
|
–
|
–
|
–
|
|
|
458
|
Lantz Financial
Naperville,
Illinois
|
$894K
|
-$4.53M
|
-13,511
|
-83%
|
|
|
459
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$892K
|
-$83.8K
|
-250
|
-8%
|
|
|
460
|
East Coast Asset Management
Essex,
Massachusetts
|
$873K
|
–
|
–
|
–
|
|
|
461
|
Atria Investments
Charlotte,
North Carolina
|
$863K
|
-$49.9M
|
-148,765
|
-98%
|
|
|
462
|
Signet Financial Management
Parsippany,
New Jersey
|
$859K
|
-$4.92M
|
-14,682
|
-84%
|
|
|
463
|
Mission Wealth Management
Santa Barbara,
California
|
$855K
|
+$41.6K
|
+124
|
+5%
|
|
|
464
|
Vision Retirement
Ridgewood,
New Jersey
|
$852K
|
-$59.3K
|
-177
|
-6%
|
|
|
465
|
American Trust
Lexington,
Kentucky
|
$849K
|
-$5.03K
|
-15
|
-0.6%
|
|
|
466
|
Kingswood Wealth Advisors
San Diego,
California
|
$848K
|
-$569K
|
-1,697
|
-39%
|
|
|
467
|
Theory Financial
Fort Collins,
Colorado
|
$847K
|
-$213K
|
-634
|
-19%
|
|
|
468
|
Apex Wealth Management
Bedford,
New Hampshire
|
$843K
|
-$13.4K
|
-40
|
-1%
|
|
|
469
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$833K
|
-$1.06M
|
-3,158
|
-55%
|
|
|
470
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$829K
|
-$32.5K
|
-97
|
-4%
|
|
|
471
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$825K
|
-$1.54M
|
-4,590
|
-64%
|
|
|
472
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$825K
|
-$5.56M
|
-16,587
|
-86%
|
|
|
473
|
Vivaldi Capital Management
Chicago,
Illinois
|
$823K
|
–
|
–
|
–
|
|
|
474
|
Schnieders Capital Management
Pasadena,
California
|
$822K
|
-$1.34K
|
-4
|
-0.2%
|
|
|
475
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$817K
|
–
|
–
|
–
|
|
