|
451
|
Jackson Wealth Management
Lake Mary,
Florida
|
$811K
|
-$1.35M
|
-16,774
|
-61%
|
|
|
452
|
West Wealth Group
Irvine,
California
|
$785K
|
+$5.46K
|
+68
|
+0.7%
|
|
|
453
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$782K
|
-$8.03K
|
-100
|
-1%
|
|
|
454
|
Kestra Private Wealth Services
Austin,
Texas
|
$781K
|
-$13.8K
|
-172
|
-2%
|
|
|
455
|
Aigen Investment Management
New York
|
$778K
|
+$831K
|
+10,350
|
New
|
|
|
456
|
Trivium Point Advisory
Westport,
Connecticut
|
$777K
|
-$8.99K
|
-112
|
-1%
|
|
|
457
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$765K
|
-$4.61M
|
-57,428
|
-85%
|
|
|
458
|
Meeder Asset Management
Dublin,
Ohio
|
$761K
|
+$128K
|
+1,598
|
+19%
|
|
|
459
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$756K
|
+$22.2K
|
+276
|
+3%
|
|
|
460
|
Zions Bancorporation
Salt Lake City,
Utah
|
$748K
|
-$71.8K
|
-894
|
-8%
|
|
|
461
|
Founders Financial Securities
Towson,
Maryland
|
$747K
|
-$62.5K
|
-778
|
-7%
|
|
|
462
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$740K
|
+$464K
|
+5,774
|
+142%
|
|
|
463
|
Raymond James Trust
St. Petersburg,
Florida
|
$724K
|
-$315K
|
-3,922
|
-29%
|
|
|
464
|
West Paces Advisors
Atlanta,
Georgia
|
$722K
|
+$3.21K
|
+40
|
+0.4%
|
|
|
465
|
Cohen Klingenstein
New York
|
$721K
|
–
|
–
|
–
|
|
|
466
|
Presima Securities
Montreal,
Quebec, Canada
|
$721K
|
–
|
–
|
–
|
|
|
467
|
Titus Wealth Management
Larskpur,
California
|
$719K
|
+$52.7K
|
+656
|
+7%
|
|
|
468
|
Financial Advisory Partners
Winter Park,
Florida
|
$717K
|
-$81.1K
|
-1,010
|
-10%
|
|
|
469
|
Metis Global Partners
San Diego,
California
|
$713K
|
-$48.5K
|
-604
|
-6%
|
|
|
470
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$712K
|
+$761K
|
+9,474
|
New
|
|
|
471
|
Qtron Investments
Boston,
Massachusetts
|
$709K
|
+$359K
|
+4,466
|
+90%
|
|
|
472
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$705K
|
–
|
–
|
–
|
|
|
473
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$698K
|
+$32K
|
+398
|
+4%
|
|
|
474
|
Cypress Capital Group
Palm Beach,
Florida
|
$694K
|
+$173K
|
+2,154
|
+30%
|
|
|
475
|
CIBC World Market
Toronto,
Ontario, Canada
|
$682K
|
-$17.7K
|
-220
|
-2%
|
|
