|
401
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$229K
|
-$27.7K
|
-215
|
-11%
|
|
|
402
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$229K
|
-$5.68K
|
-44
|
-2%
|
|
|
403
|
Kula Investments
Chicago,
Illinois
|
$226K
|
+$227K
|
+1,760
|
New
|
|
|
404
|
Prelude Capital Management
New York
|
$226K
|
-$908K
|
-7,037
|
-80%
|
|
|
405
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$225K
|
–
|
–
|
–
|
|
|
406
|
Dupont Capital Management
Wilmington,
Delaware
|
$221K
|
+$56.5K
|
+438
|
+34%
|
|
|
407
|
NIA Impact Advisors
Berkeley,
California
|
$219K
|
-$86.9K
|
-673
|
-28%
|
|
|
408
|
|
$214K
|
+$215K
|
+1,666
|
New
|
|
|
409
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$211K
|
-$144K
|
-1,115
|
-40%
|
|
|
410
|
Seaport Global Advisors
Boston,
Massachusetts
|
$209K
|
+$7.87K
|
+61
|
+4%
|
|
|
411
|
RMR Wealth Builders
Montclair,
New Jersey
|
$209K
|
+$4.13K
|
+32
|
+2%
|
|
|
412
|
Atria Wealth Solutions
New York
|
$207K
|
-$17.9K
|
-139
|
-8%
|
|
|
413
|
Independent Financial Group
San Diego,
California
|
$206K
|
–
|
–
|
–
|
|
|
414
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$205K
|
-$12.6K
|
-98
|
-6%
|
|
|
415
|
Regions Financial Corp
Birmingham,
Alabama
|
$205K
|
–
|
–
|
–
|
|
|
416
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$203K
|
–
|
–
|
–
|
|
|
417
|
Metis Global Partners
San Diego,
California
|
$203K
|
+$204K
|
+1,583
|
New
|
|
|
418
|
Simplify Asset Management
Las Vegas,
Nevada
|
$201K
|
+$202K
|
+1,566
|
New
|
|
|
419
|
Advisory Services Network
Atlanta,
Georgia
|
$195K
|
-$323K
|
-2,503
|
-62%
|
|
|
420
|
High Net Worth Advisory Group
Naples,
Florida
|
$193K
|
–
|
–
|
–
|
|
|
421
|
Garde Capital
Seattle,
Washington
|
$186K
|
–
|
–
|
–
|
|
|
422
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$184K
|
+$26.5K
|
+205
|
+17%
|
|
|
423
|
Whittier Trust
South Pasadena,
California
|
$180K
|
–
|
–
|
–
|
|
|
424
|
Rockefeller Capital Management
New York
|
$162K
|
+$44.4K
|
+344
|
+37%
|
|
|
425
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$162K
|
-$42.7K
|
-331
|
-21%
|
|
