|
401
|
Coldstream Capital Management
Bellevue,
Washington
|
$223K
|
-$23.7K
|
-225
|
-10%
|
|
|
402
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
403
|
Essex Financial Services
Essex,
Connecticut
|
$218K
|
+$197K
|
+1,874
|
New
|
|
|
404
|
Nomura Holdings
Tokyo,
Japan
|
$214K
|
+$193K
|
+1,834
|
New
|
|
|
405
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$213K
|
+$192K
|
+1,826
|
New
|
|
|
406
|
Blue Trust Inc
Alpharetta,
Georgia
|
$207K
|
-$17K
|
-162
|
-8%
|
|
|
407
|
AssetMark Inc
Concord,
California
|
$204K
|
+$67.6K
|
+643
|
+58%
|
|
|
408
|
Chevy Chase Trust
Bethesda,
Maryland
|
$204K
|
+$184K
|
+1,750
|
New
|
|
|
409
|
Jefferies Financial Group
New York
|
$203K
|
-$229K
|
-2,181
|
-56%
|
|
|
410
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$200K
|
+$120K
|
+1,139
|
+196%
|
|
|
411
|
Tradewinds LLC
Raleigh,
North Carolina
|
$168K
|
+$3.27M
|
+31,102
|
New
|
|
|
412
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$163K
|
-$21K
|
-200
|
-12%
|
|
|
413
|
Arax Advisory Partners
Denver,
Colorado
|
$155K
|
+$80.8K
|
+768
|
+137%
|
|
|
414
|
Asset Dedication LLC
San Francisco,
California
|
$145K
|
–
|
–
|
–
|
|
|
415
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$140K
|
–
|
–
|
–
|
|
|
416
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$140K
|
–
|
–
|
–
|
|
|
417
|
Purpose Unlimited Inc
Toronto,
|
$139K
|
-$122K
|
-1,155
|
-49%
|
|
|
418
|
Axiom Investment Management
New York
|
$129K
|
+$32.9K
|
+313
|
+39%
|
|
|
419
|
TD Private Client Wealth
New York
|
$128K
|
+$57.1K
|
+543
|
+98%
|
|
|
420
|
Mather Group
Chicago,
Illinois
|
$119K
|
–
|
–
|
–
|
|
|
421
|
Wolverine Asset Management
Chicago,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
422
|
TFC Financial Management
Boston,
Massachusetts
|
$117K
|
–
|
–
|
–
|
|
|
423
|
Parallel Advisors
San Francisco,
California
|
$115K
|
+$18.1K
|
+172
|
+21%
|
|
|
424
|
Bessemer Group
Woodbridge,
New Jersey
|
$113K
|
-$417K
|
-3,966
|
-80%
|
|
|
425
|
Clearstead Advisors
Cleveland,
Ohio
|
$111K
|
+$64.1K
|
+609
|
+175%
|
|
