|
601
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$208K
|
+$231K
|
+8,019
|
New
|
|
|
602
|
Texas Bank & Trust
Longview,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
603
|
Cascade Financial Partners
San Diego,
California
|
$207K
|
+$230K
|
+8,000
|
New
|
|
|
604
|
Synergy Financial Group
San Ramon,
California
|
$205K
|
-$29
|
-1
|
-0%
|
|
|
605
|
Kelleher Financial Advisors
New York
|
$203K
|
-$4.32K
|
-150
|
-2%
|
|
|
606
|
J.W. Cole Advisors
Tampa,
Florida
|
$203K
|
-$55.2K
|
-1,919
|
-20%
|
|
|
607
|
Transcend Capital Advisors
Madison,
New Jersey
|
$201K
|
-$20.7K
|
-718
|
-8%
|
|
|
608
|
Meeder Advisory Services
Dublin,
Ohio
|
$200K
|
-$33.7K
|
-1,169
|
-13%
|
|
|
609
|
Dara Capital US
Miami,
Florida
|
$194K
|
+$215K
|
+7,477
|
New
|
|
|
610
|
LMR Partners
London,
United Kingdom
|
$185K
|
-$582K
|
-20,216
|
-74%
|
|
|
611
|
Global Retirement Partners
San Rafael,
California
|
$178K
|
+$156K
|
+5,415
|
+366%
|
|
|
612
|
UMB Bank
Kansas City,
Missouri
|
$178K
|
+$151K
|
+5,246
|
+323%
|
|
|
613
|
DZ Bank
Frankfurt Am Main,
Germany
|
$155K
|
-$128K
|
-4,445
|
-43%
|
|
|
614
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$149K
|
+$166K
|
+5,753
|
New
|
|
|
615
|
|
$145K
|
-$522K
|
-18,138
|
-76%
|
|
|
616
|
Versant Capital Management
Phoenix,
Arizona
|
$143K
|
+$118K
|
+4,094
|
+285%
|
|
|
617
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$141K
|
-$79.7K
|
-2,768
|
-34%
|
|
|
618
|
Covestor
London,
United Kingdom
|
$128K
|
+$34.8K
|
+1,210
|
+32%
|
|
|
619
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$117K
|
-$19.6M
|
-682,055
|
-99%
|
|
|
620
|
Parallel Advisors
San Francisco,
California
|
$114K
|
+$38.6K
|
+1,340
|
+44%
|
|
|
621
|
First Horizon Corporation
Memphis,
Tennessee
|
$108K
|
-$29K
|
-1,009
|
-19%
|
|
|
622
|
MAI Capital Management
Independence,
Ohio
|
$107K
|
+$4.95K
|
+172
|
+4%
|
|
|
623
|
Steward Partners Investment Advisory
New York
|
$104K
|
-$53.7K
|
-1,867
|
-32%
|
|
|
624
|
Blue Trust Inc
Alpharetta,
Georgia
|
$103K
|
-$9.64K
|
-335
|
-8%
|
|
|
625
|
Arax Advisory Partners
Denver,
Colorado
|
$94.3K
|
-$3.3M
|
-114,661
|
-97%
|
|
