|
401
|
Williamson Legacy Group
Carmel,
Indiana
|
$930K
|
+$838K
|
+5,831
|
New
|
|
|
402
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$916K
|
–
|
–
|
–
|
|
|
403
|
Smith Group Asset Management
Dallas,
Texas
|
$909K
|
-$132K
|
-920
|
-14%
|
|
|
404
|
Everence Capital Management
Goshen,
Indiana
|
$903K
|
–
|
–
|
–
|
|
|
405
|
Harvest Fund Management
Beijing,
China
|
$898K
|
+$611K
|
+4,246
|
+306%
|
|
|
406
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$895K
|
-$146K
|
-1,015
|
-15%
|
|
|
407
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$882K
|
+$18.6K
|
+129
|
+2%
|
|
|
408
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$880K
|
+$230K
|
+1,600
|
+41%
|
|
|
409
|
TownSquare Capital
Provo,
Utah
|
$879K
|
+$134K
|
+935
|
+20%
|
|
|
410
|
|
$864K
|
+$160K
|
+1,111
|
+26%
|
|
|
411
|
GTS Securities
Miami,
Florida
|
$863K
|
+$778K
|
+5,412
|
New
|
|
|
412
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$862K
|
-$21.4K
|
-149
|
-3%
|
|
|
413
|
J.W. Cole Advisors
Tampa,
Florida
|
$859K
|
-$37.4K
|
-260
|
-5%
|
|
|
414
|
D.A. Davidson & Co
Great Falls,
Montana
|
$848K
|
+$437K
|
+3,038
|
+133%
|
|
|
415
|
Coldstream Capital Management
Bellevue,
Washington
|
$844K
|
+$6.04K
|
+42
|
+0.8%
|
|
|
416
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$843K
|
-$98.4K
|
-684
|
-11%
|
|
|
417
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$829K
|
+$113K
|
+789
|
+18%
|
|
|
418
|
Prosperity Financial Group
San Ramon,
California
|
$828K
|
+$65.1K
|
+453
|
+10%
|
|
|
419
|
SteelPeak Wealth
Woodland Hills,
California
|
$828K
|
+$21.6K
|
+150
|
+3%
|
|
|
420
|
Diametric Capital
Boston,
Massachusetts
|
$823K
|
-$191K
|
-1,328
|
-20%
|
|
|
421
|
Friedenthal Financial
Marlton,
New Jersey
|
$813K
|
+$733K
|
+5,100
|
New
|
|
|
422
|
Affinity Investment Advisors
Newport Beach,
California
|
$811K
|
+$230K
|
+1,602
|
+46%
|
|
|
423
|
Tempus Wealth Planning
Irvine,
California
|
$810K
|
-$21.6K
|
-150
|
-3%
|
|
|
424
|
Moors & Cabot
Boston,
Massachusetts
|
$805K
|
+$431
|
+3
|
+0.1%
|
|
|
425
|
Security Financial Services
Fort Wayne,
Indiana
|
$805K
|
+$719
|
+5
|
+0.1%
|
|
