|
226
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.15M
|
-$289K
|
-16,555
|
-19%
|
|
|
227
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.1M
|
+$1.16M
|
+66,750
|
New
|
|
|
228
|
Credential Qtrade Securities
Vancouver,
|
$1.09M
|
+$85.5K
|
+4,900
|
+8%
|
|
|
229
|
Atria Wealth Solutions
New York
|
$1.08M
|
+$370K
|
+21,215
|
+48%
|
|
|
230
|
Victory Capital Management
San Antonio,
Texas
|
$1.08M
|
–
|
–
|
–
|
|
|
231
|
Levin Capital Strategies
New York
|
$1.08M
|
-$209K
|
-12,000
|
-16%
|
|
|
232
|
FORA Capital
Miami,
Florida
|
$1.05M
|
+$335K
|
+19,190
|
+43%
|
|
|
233
|
BTC Capital Management
Des Moines,
Iowa
|
$1.03M
|
+$4.71K
|
+270
|
+0.4%
|
|
|
234
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.03M
|
+$91.4K
|
+5,240
|
+9%
|
|
|
235
|
DFPG Investments
Sandy,
Utah
|
$1.02M
|
-$289K
|
-16,575
|
-21%
|
|
|
236
|
Wealth Alliance
Mellville,
New York
|
$1M
|
-$86.1K
|
-4,935
|
-8%
|
|
|
237
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$1M
|
-$2.62K
|
-150
|
-0.2%
|
|
|
238
|
Americana Partners
Houston,
Texas
|
$1M
|
+$122K
|
+6,980
|
+13%
|
|
|
239
|
Bourgeon Capital Management
Darien,
Connecticut
|
$999K
|
+$360K
|
+20,615
|
+52%
|
|
|
240
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$997K
|
-$92K
|
-5,270
|
-8%
|
|
|
241
|
Capital Wealth Planning
Naples,
Florida
|
$993K
|
+$517K
|
+29,605
|
+97%
|
|
|
242
|
Penserra Capital Management
Orinda,
California
|
$992K
|
+$517K
|
+29,605
|
+97%
|
|
|
243
|
Moors & Cabot
Boston,
Massachusetts
|
$992K
|
-$135K
|
-7,710
|
-11%
|
|
|
244
|
William Blair & Company
Chicago,
Illinois
|
$991K
|
+$213K
|
+12,190
|
+25%
|
|
|
245
|
Pinpoint Asset Management
Hong Kong
|
$989K
|
+$1.05M
|
+60,000
|
New
|
|
|
246
|
SVB Wealth
Boston,
Massachusetts
|
$981K
|
-$96.6K
|
-5,535
|
-9%
|
|
|
247
|
Pacer Advisors
Malvern,
Pennsylvania
|
$967K
|
+$80.4K
|
+4,610
|
+9%
|
|
|
248
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$963K
|
+$4.54K
|
+260
|
+0.4%
|
|
|
249
|
Intrust Bank
Wichita,
Kansas
|
$954K
|
-$9.95K
|
-570
|
-1%
|
|
|
250
|
Guggenheim Capital
Chicago,
Illinois
|
$946K
|
+$27.7K
|
+1,590
|
+3%
|
|
