|
401
|
Stokes Family Office
New Orleans,
Louisiana
|
$271K
|
+$24.3K
|
+98
|
+11%
|
|
|
402
|
TownSquare Capital
Provo,
Utah
|
$271K
|
+$22K
|
+89
|
+10%
|
|
|
403
|
Avantax Advisory Services
Dallas,
Texas
|
$266K
|
–
|
–
|
–
|
|
|
404
|
Grove Bank & Trust
Miami,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
405
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$262K
|
+$239K
|
+966
|
New
|
|
|
406
|
DZ Bank
Frankfurt Am Main,
Germany
|
$259K
|
+$236K
|
+955
|
New
|
|
|
407
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$256K
|
–
|
–
|
–
|
|
|
408
|
Salomon & Ludwin
Richmond,
Virginia
|
$252K
|
–
|
–
|
–
|
|
|
409
|
Mather Group
Chicago,
Illinois
|
$252K
|
+$2.97K
|
+12
|
+1%
|
|
|
410
|
|
$251K
|
–
|
–
|
–
|
|
|
411
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$251K
|
+$229K
|
+924
|
New
|
|
|
412
|
Cambridge Trust
Cambridge,
Massachusetts
|
$250K
|
-$9.9K
|
-40
|
-4%
|
|
|
413
|
Ascent Group
Virginia Beach,
Virginia
|
$247K
|
+$215K
|
+867
|
New
|
|
|
414
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$244K
|
–
|
–
|
–
|
|
|
415
|
Raymond James Trust
St. Petersburg,
Florida
|
$244K
|
-$32.9K
|
-133
|
-13%
|
|
|
416
|
Portside Wealth Group
Provo,
Utah
|
$244K
|
+$222K
|
+898
|
New
|
|
|
417
|
Vontobel Holding
Zurich,
Switzerland
|
$242K
|
+$221K
|
+892
|
New
|
|
|
418
|
Perigon Wealth Management
San Francisco,
California
|
$242K
|
+$220K
|
+890
|
New
|
|
|
419
|
|
$241K
|
-$649K
|
-2,622
|
-75%
|
|
|
420
|
Chilton Investment Company
Stamford,
Connecticut
|
$240K
|
–
|
–
|
–
|
|
|
421
|
Hilton Capital Management
Garden City,
New York
|
$238K
|
-$53K
|
-214
|
-20%
|
|
|
422
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
423
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$228K
|
-$26.5K
|
-107
|
-11%
|
|
|
424
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$227K
|
-$19.8K
|
-80
|
-9%
|
|
|
425
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$225K
|
+$205K
|
+827
|
New
|
|
