|
401
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$296K
|
–
|
–
|
–
|
|
|
402
|
|
$295K
|
-$8.79K
|
-122
|
-3%
|
|
|
403
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$295K
|
+$58.6K
|
+813
|
+25%
|
|
|
404
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$294K
|
-$644K
|
-8,934
|
-69%
|
|
|
405
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$289K
|
-$93.4K
|
-1,296
|
-24%
|
|
|
406
|
Altshuler Shaham
Tel Aviv,
Israel
|
$289K
|
+$234K
|
+3,250
|
+433%
|
|
|
407
|
SG3 Management
Dorado,
Puerto Rico
|
$289K
|
+$288K
|
+4,000
|
New
|
|
|
408
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$285K
|
–
|
–
|
–
|
|
|
409
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$285K
|
+$85.3K
|
+1,184
|
+43%
|
|
|
410
|
ETF Managers Group
Summit,
New Jersey
|
$279K
|
+$4.9K
|
+68
|
+2%
|
|
|
411
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$278K
|
+$21.5K
|
+298
|
+8%
|
|
|
412
|
Truvestments Capital
Sarasota,
Florida
|
$275K
|
+$27.7K
|
+385
|
+11%
|
|
|
413
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$274K
|
-$680K
|
-9,445
|
-71%
|
|
|
414
|
Freedom Investment Management
Hartford,
Connecticut
|
$273K
|
-$192K
|
-2,663
|
-41%
|
|
|
415
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$269K
|
+$3.82K
|
+53
|
+1%
|
|
|
416
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$266K
|
+$104K
|
+1,438
|
+64%
|
|
|
417
|
ProShare Advisors
Bethesda,
Maryland
|
$265K
|
-$24.9K
|
-345
|
-9%
|
|
|
418
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$264K
|
+$24.3K
|
+337
|
+10%
|
|
|
419
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$264K
|
+$263K
|
+3,655
|
New
|
|
|
420
|
Lattice Capital Management
Kirkland,
Washington
|
$262K
|
–
|
–
|
–
|
|
|
421
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$262K
|
+$560K
|
+7,769
|
New
|
|
|
422
|
WealthPLAN Partners
Omaha,
Nebraska
|
$262K
|
+$560K
|
+7,769
|
New
|
|
|
423
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
424
|
Seelaus Asset Management
Chatham,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
425
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$259K
|
+$69.1K
|
+959
|
+36%
|
|
