|
351
|
Journey Strategic Wealth
Summit,
New Jersey
|
$300K
|
-$43.5K
|
-564
|
-16%
|
|
|
352
|
Vise Technologies
New York
|
$297K
|
+$219K
|
+2,846
|
New
|
|
|
353
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$290K
|
-$104K
|
-1,347
|
-33%
|
|
|
354
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$285K
|
+$211K
|
+2,737
|
New
|
|
|
355
|
Gagnon Securities
New York
|
$282K
|
+$209K
|
+2,711
|
New
|
|
|
356
|
United Capital Financial Advisors
Irving,
Texas
|
$281K
|
+$208K
|
+2,693
|
New
|
|
|
357
|
D.A. Davidson & Co
Great Falls,
Montana
|
$277K
|
+$205K
|
+2,663
|
New
|
|
|
358
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$275K
|
+$203K
|
+2,638
|
New
|
|
|
359
|
Everence Capital Management
Goshen,
Indiana
|
$270K
|
+$200K
|
+2,590
|
New
|
|
|
360
|
JDH Wealth Management
Santa Rosa,
California
|
$268K
|
+$198K
|
+2,572
|
New
|
|
|
361
|
Point72 Europe
London,
United Kingdom
|
$268K
|
+$198K
|
+2,570
|
New
|
|
|
362
|
Net Worth Advisory Group
Sandy,
Utah
|
$264K
|
+$195K
|
+2,532
|
New
|
|
|
363
|
Requisite Capital Management
Dallas,
Texas
|
$263K
|
+$194K
|
+2,522
|
New
|
|
|
364
|
Trust Point Inc
La Crosse,
Wisconsin
|
$262K
|
+$194K
|
+2,517
|
New
|
|
|
365
|
Clearstead Advisors
Cleveland,
Ohio
|
$262K
|
-$45.6K
|
-592
|
-19%
|
|
|
366
|
Blue Barn Wealth
Orem,
Utah
|
$261K
|
+$193K
|
+2,500
|
New
|
|
|
367
|
Corient IA
Miami,
Florida
|
$261K
|
+$193K
|
+2,500
|
New
|
|
|
368
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$261K
|
+$193K
|
+2,500
|
New
|
|
|
369
|
|
$260K
|
+$192K
|
+2,495
|
New
|
|
|
370
|
Himension Capital (Singapore)
Singapore
|
$257K
|
+$190K
|
+2,470
|
New
|
|
|
371
|
Keel Point
Huntsville,
Alabama
|
$253K
|
+$187K
|
+2,430
|
New
|
|
|
372
|
VisionPoint Advisory Group
Dallas,
Texas
|
$250K
|
+$185K
|
+2,402
|
New
|
|
|
373
|
Parallel Advisors
San Francisco,
California
|
$248K
|
+$38.8K
|
+503
|
+27%
|
|
|
374
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$237K
|
+$175K
|
+2,273
|
New
|
|
|
375
|
Global Retirement Partners
San Rafael,
California
|
$236K
|
+$26.1K
|
+339
|
+18%
|
|
