|
601
|
Pathstone Family Office
Englewood,
New Jersey
|
$461K
|
+$45.3K
|
+127
|
+10%
|
|
|
602
|
Aigen Investment Management
New York
|
$460K
|
+$493K
|
+1,382
|
New
|
|
|
603
|
Collective Family Office
York,
Pennsylvania
|
$457K
|
–
|
–
|
–
|
|
|
604
|
BTC Capital Management
Des Moines,
Iowa
|
$457K
|
+$142K
|
+398
|
+41%
|
|
|
605
|
IEQ Capital
Foster City,
California
|
$456K
|
+$36.7K
|
+103
|
+8%
|
|
|
606
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$450K
|
–
|
–
|
–
|
|
|
607
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$448K
|
+$276K
|
+775
|
+135%
|
|
|
608
|
Gateway Advisory
Westfield,
New Jersey
|
$447K
|
-$53.5K
|
-150
|
-10%
|
|
|
609
|
Parallel Advisors
San Francisco,
California
|
$445K
|
+$8.91K
|
+25
|
+2%
|
|
|
610
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$444K
|
–
|
–
|
–
|
|
|
611
|
Clarius Group LLC
Seattle,
Washington
|
$442K
|
+$11.1K
|
+31
|
+2%
|
|
|
612
|
Oxbow Advisors
Austin,
Texas
|
$440K
|
+$472K
|
+1,325
|
New
|
|
|
613
|
CreativeOne Wealth
Overland Park,
Kansas
|
$439K
|
-$33.2K
|
-93
|
-7%
|
|
|
614
|
Welch & Forbes
Boston,
Massachusetts
|
$436K
|
–
|
–
|
–
|
|
|
615
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$435K
|
-$6.06K
|
-17
|
-1%
|
|
|
616
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$433K
|
-$3.21K
|
-9
|
-0.7%
|
|
|
617
|
First Dallas Securities
Dallas,
Texas
|
$432K
|
-$107K
|
-300
|
-19%
|
|
|
618
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$426K
|
-$6.42K
|
-18
|
-1%
|
|
|
619
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$426K
|
+$464K
|
+1,301
|
New
|
|
|
620
|
Meag Munich Ergo
Munich,
Germany
|
$425K
|
–
|
–
|
–
|
|
|
621
|
SEI Investments
Oaks,
Pennsylvania
|
$424K
|
-$886K
|
-2,486
|
-66%
|
|
|
622
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$419K
|
–
|
–
|
–
|
|
|
623
|
Bremer Bank National Association
St Paul,
Minnesota
|
$415K
|
-$13.5K
|
-38
|
-3%
|
|
|
624
|
Williams Jones Wealth Management
New York
|
$415K
|
–
|
–
|
–
|
|
|
625
|
|
$408K
|
+$437K
|
+1,226
|
New
|
|
