|
501
|
Verity Asset Management
Durham,
North Carolina
|
$295K
|
+$293K
|
+1,835
|
New
|
|
|
502
|
Atria Investments
Charlotte,
North Carolina
|
$293K
|
+$18K
|
+113
|
+7%
|
|
|
503
|
Two Sigma Investments
New York
|
$288K
|
+$286K
|
+1,788
|
New
|
|
|
504
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$284K
|
-$32.9K
|
-206
|
-10%
|
|
|
505
|
Truist Financial
Charlotte,
North Carolina
|
$281K
|
+$5.59K
|
+35
|
+2%
|
|
|
506
|
Avantax Planning Partners
Dubuque,
Iowa
|
$280K
|
+$278K
|
+1,741
|
New
|
|
|
507
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$274K
|
+$112K
|
+700
|
+70%
|
|
|
508
|
Wellington Shields & Co
New York
|
$269K
|
–
|
–
|
–
|
|
|
509
|
Regions Financial Corp
Birmingham,
Alabama
|
$267K
|
–
|
–
|
–
|
|
|
510
|
Whalerock Point Partners
Providence,
Rhode Island
|
$265K
|
–
|
–
|
–
|
|
|
511
|
West Oak Capital
Westlake Village,
California
|
$262K
|
+$21.6K
|
+135
|
+9%
|
|
|
512
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$261K
|
-$598K
|
-3,744
|
-70%
|
|
|
513
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$261K
|
-$2.88K
|
-18
|
-1%
|
|
|
514
|
Achmea Investment Management
Zeist,
Netherlands
|
$261K
|
+$260K
|
+1,628
|
New
|
|
|
515
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$257K
|
-$9.74K
|
-61
|
-4%
|
|
|
516
|
Scotia Capital
Toronto,
Ontario, Canada
|
$257K
|
+$255K
|
+1,596
|
New
|
|
|
517
|
Rockefeller Financial Services
New York
|
$251K
|
+$249K
|
+1,562
|
New
|
|
|
518
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
519
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$249K
|
+$247K
|
+1,546
|
New
|
|
|
520
|
AssetMark Inc
Concord,
California
|
$247K
|
-$9.82M
|
-61,482
|
-98%
|
|
|
521
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$247K
|
-$3.19K
|
-20
|
-1%
|
|
|
522
|
GSB Wealth Management
Guilford,
Connecticut
|
$242K
|
–
|
–
|
–
|
|
|
523
|
Level Four Advisory Services
Dallas,
Texas
|
$239K
|
+$11K
|
+69
|
+5%
|
|
|
524
|
Private Trust Company
Cleveland,
Ohio
|
$235K
|
-$28.3K
|
-177
|
-11%
|
|
|
525
|
Washington Trust
Westerly,
Rhode Island
|
$234K
|
–
|
–
|
–
|
|
