|
626
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$230K
|
–
|
–
|
–
|
|
|
627
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$224K
|
-$1.21K
|
-4
|
-0.5%
|
|
|
628
|
WorldQuant Millennium Advisors
New York
|
$223K
|
+$226K
|
+745
|
New
|
|
|
629
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$222K
|
-$22.8K
|
-75
|
-9%
|
|
|
630
|
Central Trust Company
Jefferson City,
Missouri
|
$217K
|
-$24.6K
|
-81
|
-10%
|
|
|
631
|
Evermay Wealth Management
Arlington,
Virginia
|
$217K
|
–
|
–
|
–
|
|
|
632
|
Beta Wealth Group
San Diego,
California
|
$215K
|
+$218K
|
+719
|
New
|
|
|
633
|
Perigon Wealth Management
San Francisco,
California
|
$215K
|
+$218K
|
+719
|
New
|
|
|
634
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$213K
|
+$216K
|
+713
|
New
|
|
|
635
|
Unigestion Holding
Geneva,
Switzerland
|
$212K
|
-$327K
|
-1,076
|
-61%
|
|
|
636
|
Jump Financial
Chicago,
Illinois
|
$210K
|
+$213K
|
+701
|
New
|
|
|
637
|
Lido Advisors
Los Angeles,
California
|
$209K
|
-$178K
|
-588
|
-46%
|
|
|
638
|
Creative Financial Designs
Kokomo,
Indiana
|
$209K
|
–
|
–
|
–
|
|
|
639
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
640
|
Boston Family Office
Boston,
Massachusetts
|
$208K
|
+$211K
|
+695
|
New
|
|
|
641
|
KCM Investment Advisors
Greenbrae,
California
|
$207K
|
-$60.7K
|
-200
|
-22%
|
|
|
642
|
Angeles Investment Advisors
Santa Monica,
California
|
$206K
|
+$209K
|
+688
|
New
|
|
|
643
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$204K
|
+$206K
|
+680
|
New
|
|
|
644
|
BOK Financial Private Wealth
Denver,
Colorado
|
$202K
|
+$205K
|
+674
|
New
|
|
|
645
|
Regency Capital Management
Honolulu,
Hawaii
|
$201K
|
-$3.04K
|
-10
|
-1%
|
|
|
646
|
Caldwell Trust
Venice,
Florida
|
$200K
|
–
|
–
|
–
|
|
|
647
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$197K
|
+$38.6K
|
+127
|
+24%
|
|
|
648
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$192K
|
+$25.8K
|
+85
|
+15%
|
|
|
649
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$187K
|
–
|
–
|
–
|
|
|
650
|
Whittier Trust
South Pasadena,
California
|
$183K
|
-$33.1K
|
-109
|
-15%
|
|
