|
526
|
Brighton Jones LLC
Seattle,
Washington
|
$200K
|
+$185K
|
+584
|
New
|
|
|
527
|
Clearstead Advisors
Cleveland,
Ohio
|
$199K
|
–
|
–
|
–
|
|
|
528
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$199K
|
-$239K
|
-754
|
-57%
|
|
|
529
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$185K
|
–
|
–
|
–
|
|
|
530
|
Cacti Asset Management
Atlanta,
Georgia
|
$171K
|
–
|
–
|
–
|
|
|
531
|
Whittier Trust
South Pasadena,
California
|
$165K
|
+$22.1K
|
+70
|
+17%
|
|
|
532
|
|
$162K
|
-$134K
|
-423
|
-47%
|
|
|
533
|
Central Trust Company
Jefferson City,
Missouri
|
$158K
|
+$20.6K
|
+65
|
+16%
|
|
|
534
|
Brown Brothers Harriman & Co
New York
|
$158K
|
-$1.26K
|
-4
|
-0.9%
|
|
|
535
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$148K
|
+$137K
|
+433
|
New
|
|
|
536
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$148K
|
-$122K
|
-387
|
-47%
|
|
|
537
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$140K
|
+$35.1K
|
+111
|
+37%
|
|
|
538
|
|
$137K
|
-$475K
|
-1,500
|
-79%
|
|
|
539
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$128K
|
+$1.9K
|
+6
|
+2%
|
|
|
540
|
|
$126K
|
+$116K
|
+368
|
New
|
|
|
541
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$113K
|
+$50K
|
+158
|
+91%
|
|
|
542
|
Belpointe Asset Management
Reno,
Nevada
|
$112K
|
+$103K
|
+327
|
New
|
|
|
543
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$111K
|
–
|
–
|
–
|
|
|
544
|
Penserra Capital Management
Orinda,
California
|
$107K
|
+$8.54K
|
+27
|
+9%
|
|
|
545
|
Leonteq Securities AG
Zurich,
Switzerland
|
$105K
|
-$1.26K
|
-4
|
-1%
|
|
|
546
|
Pacer Advisors
Malvern,
Pennsylvania
|
$101K
|
-$582K
|
-1,841
|
-86%
|
|
|
547
|
AssetMark Inc
Concord,
California
|
$101K
|
-$9.17K
|
-29
|
-9%
|
|
|
548
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$86K
|
+$27.5K
|
+87
|
+53%
|
|
|
549
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$85.6K
|
–
|
–
|
–
|
|
|
550
|
Parallel Advisors
San Francisco,
California
|
$80.2K
|
+$3.16K
|
+10
|
+4%
|
|
