|
401
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$314K
|
–
|
–
|
–
|
|
|
402
|
Clear Creek Financial Management
Silverdale,
Washington
|
$310K
|
+$6.96K
|
+199
|
+3%
|
|
|
403
|
Capstone Investment Advisors
New York
|
$308K
|
+$272K
|
+7,777
|
New
|
|
|
404
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$307K
|
+$1.12K
|
+32
|
+0.4%
|
|
|
405
|
Forum Financial Management
Lombard,
Illinois
|
$296K
|
+$32.1K
|
+918
|
+14%
|
|
|
406
|
Moors & Cabot
Boston,
Massachusetts
|
$294K
|
-$37.5K
|
-1,072
|
-13%
|
|
|
407
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$293K
|
–
|
–
|
–
|
|
|
408
|
|
$290K
|
+$24.3K
|
+693
|
+10%
|
|
|
409
|
Shell Asset Management
The Hague,
Netherlands
|
$286K
|
-$70.1K
|
-2,002
|
-22%
|
|
|
410
|
TI-Trust
Quincy,
Illinois
|
$285K
|
–
|
–
|
–
|
|
|
411
|
Safeguard Investment Advisory Group
Corona,
California
|
$284K
|
-$22.8K
|
-652
|
-8%
|
|
|
412
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$280K
|
+$248K
|
+7,075
|
New
|
|
|
413
|
Kestra Private Wealth Services
Austin,
Texas
|
$277K
|
-$2.24K
|
-64
|
-0.9%
|
|
|
414
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$272K
|
+$9.35K
|
+267
|
+4%
|
|
|
415
|
AXS Investments
Port Chester,
New York
|
$269K
|
-$40K
|
-1,144
|
-14%
|
|
|
416
|
|
$262K
|
-$139K
|
-3,969
|
-38%
|
|
|
417
|
Valeo Financial Advisors
Carmel,
Indiana
|
$260K
|
-$1.75K
|
-50
|
-0.8%
|
|
|
418
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$259K
|
+$229K
|
+6,550
|
New
|
|
|
419
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$256K
|
-$36.3K
|
-1,036
|
-14%
|
|
|
420
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$256K
|
-$588K
|
-16,800
|
-72%
|
|
|
421
|
SteelPeak Wealth
Woodland Hills,
California
|
$246K
|
+$218K
|
+6,222
|
New
|
|
|
422
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$242K
|
+$214K
|
+6,119
|
New
|
|
|
423
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$242K
|
+$166K
|
+4,751
|
+348%
|
|
|
424
|
Pinpoint Asset Management
Hong Kong
|
$241K
|
+$213K
|
+6,086
|
New
|
|
|
425
|
NEOS Investment Management
Westport,
Connecticut
|
$240K
|
+$212K
|
+6,065
|
New
|
|
