|
401
|
Golden State Equity Partners
South Coast Metro,
California
|
$580K
|
+$559K
|
+5,234
|
New
|
|
|
402
|
Y-Intercept (HK)
Hong Kong
|
$578K
|
+$557K
|
+5,215
|
New
|
|
|
403
|
UMB Bank
Kansas City,
Missouri
|
$576K
|
+$2.35K
|
+22
|
+0.4%
|
|
|
404
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$565K
|
+$1.39K
|
+13
|
+0.3%
|
|
|
405
|
|
$565K
|
+$194K
|
+1,815
|
+55%
|
|
|
406
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$563K
|
-$2.67K
|
-25
|
-0.5%
|
|
|
407
|
R.M. Davis Inc
Portland,
Maine
|
$554K
|
–
|
–
|
–
|
|
|
408
|
Wealthfront Advisers
Palo Alto,
California
|
$551K
|
+$34.6K
|
+324
|
+7%
|
|
|
409
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$548K
|
-$42K
|
-393
|
-7%
|
|
|
410
|
Meeder Advisory Services
Dublin,
Ohio
|
$544K
|
+$303K
|
+2,835
|
+136%
|
|
|
411
|
High Note Wealth
Deephaven,
Minnesota
|
$543K
|
–
|
–
|
–
|
|
|
412
|
GAMMA Investing
Foster City,
California
|
$541K
|
+$98.2K
|
+920
|
+23%
|
|
|
413
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$537K
|
+$518K
|
+4,848
|
New
|
|
|
414
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$535K
|
-$64.3K
|
-602
|
-11%
|
|
|
415
|
CenterBook Partners
Greenwich,
Connecticut
|
$534K
|
-$670K
|
-6,272
|
-57%
|
|
|
416
|
|
$524K
|
+$2.46K
|
+23
|
+0.5%
|
|
|
417
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$522K
|
+$503K
|
+4,714
|
New
|
|
|
418
|
AXQ Capital
Jersey City,
New Jersey
|
$518K
|
+$499K
|
+4,675
|
New
|
|
|
419
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$505K
|
-$15.8K
|
-148
|
-3%
|
|
|
420
|
|
$496K
|
+$2.88K
|
+27
|
+0.6%
|
|
|
421
|
Commerce Bank
Kansas City,
Missouri
|
$491K
|
+$1.07K
|
+10
|
+0.2%
|
|
|
422
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$491K
|
–
|
–
|
–
|
|
|
423
|
William Blair & Company
Chicago,
Illinois
|
$490K
|
+$151K
|
+1,416
|
+47%
|
|
|
424
|
MUFG Securities Americas
New York
|
$490K
|
+$82.7K
|
+775
|
+21%
|
|
|
425
|
Lombard Odier Asset Management (USA)
New York
|
$484K
|
+$89.4K
|
+837
|
+24%
|
|
