|
326
|
Atria Investments
Charlotte,
North Carolina
|
$497K
|
+$311K
|
+1,883
|
+66%
|
|
|
327
|
Atria Wealth Solutions
New York
|
$495K
|
+$406K
|
+2,457
|
+109%
|
|
|
328
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$494K
|
+$374K
|
+2,263
|
+92%
|
|
|
329
|
Monetta Financial Services
Wheaton,
Illinois
|
$493K
|
–
|
–
|
–
|
|
|
330
|
Nordea Investment Management
Stockholm,
Sweden
|
$493K
|
+$804K
|
+4,866
|
New
|
|
|
331
|
Defender Capital
Charlotte,
North Carolina
|
$490K
|
-$1.49K
|
-9
|
-0.3%
|
|
|
332
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$489K
|
+$454K
|
+2,749
|
+144%
|
|
|
333
|
Beacon Pointe Advisors
Newport Beach,
California
|
$485K
|
+$23.3K
|
+141
|
+3%
|
|
|
334
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$484K
|
+$763K
|
+4,616
|
New
|
|
|
335
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$481K
|
+$758K
|
+4,587
|
New
|
|
|
336
|
Jasper Ridge Partners
Menlo Park,
California
|
$480K
|
–
|
–
|
–
|
|
|
337
|
Petrus Trust Company
Dallas,
Texas
|
$473K
|
+$745K
|
+4,510
|
New
|
|
|
338
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$472K
|
+$129K
|
+778
|
+21%
|
|
|
339
|
CFO4Life Group
Coppell,
Texas
|
$466K
|
-$143K
|
-866
|
-16%
|
|
|
340
|
Brown Advisory
Baltimore,
Maryland
|
$462K
|
-$20K
|
-121
|
-3%
|
|
|
341
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$461K
|
-$1.95M
|
-11,821
|
-73%
|
|
|
342
|
Caitong International Asset Management
Hong Kong
|
$461K
|
+$727K
|
+4,398
|
New
|
|
|
343
|
Swiss Life Asset Management
Zurich,
|
$457K
|
+$720K
|
+4,355
|
New
|
|
|
344
|
Concurrent Investment Advisors
Tampa,
Florida
|
$449K
|
+$69.9K
|
+423
|
+11%
|
|
|
345
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$441K
|
+$331K
|
+2,000
|
+91%
|
|
|
346
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$438K
|
-$228K
|
-1,380
|
-25%
|
|
|
347
|
US Bancorp
Minneapolis,
Minnesota
|
$436K
|
+$249K
|
+1,506
|
+57%
|
|
|
348
|
Comerica Bank
Dallas,
Texas
|
$435K
|
+$78.2K
|
+473
|
+13%
|
|
|
349
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$425K
|
+$670K
|
+4,052
|
New
|
|
|
350
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$423K
|
+$667K
|
+4,034
|
New
|
|
