|
501
|
Yorktown Management & Research Company
Forest,
Virginia
|
$371K
|
–
|
–
|
–
|
|
|
502
|
|
$361K
|
+$55.5K
|
+579
|
+16%
|
|
|
503
|
Journey Strategic Wealth
Summit,
New Jersey
|
$359K
|
+$5.27K
|
+55
|
+1%
|
|
|
504
|
Dynamic Technology Lab
Singapore
|
$354K
|
-$843K
|
-8,803
|
-68%
|
|
|
505
|
Balentine LLC
Atlanta,
Georgia
|
$354K
|
+$398K
|
+4,152
|
New
|
|
|
506
|
Prospera Financial Services
Dallas,
Texas
|
$353K
|
-$1.25K
|
-13
|
-0.3%
|
|
|
507
|
Circle Wealth Management
Summit,
New Jersey
|
$353K
|
–
|
–
|
–
|
|
|
508
|
McRae Capital Management
Morristown,
New Jersey
|
$342K
|
+$479
|
+5
|
+0.1%
|
|
|
509
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$341K
|
-$3.45K
|
-36
|
-0.9%
|
|
|
510
|
Merrion Investment Management
Cranford,
New Jersey
|
$341K
|
–
|
–
|
–
|
|
|
511
|
Prudential plc
London, England,
United Kingdom
|
$333K
|
+$374K
|
+3,903
|
New
|
|
|
512
|
Atria Wealth Solutions
New York
|
$333K
|
+$375K
|
+3,911
|
New
|
|
|
513
|
Howard Capital Management Group
Los Angeles,
California
|
$330K
|
-$19.1K
|
-199
|
-5%
|
|
|
514
|
Centaurus Financial
Anaheim,
California
|
$330K
|
–
|
–
|
–
|
|
|
515
|
Mission Creek Capital Partners
San Francisco,
California
|
$330K
|
–
|
–
|
–
|
|
|
516
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$328K
|
-$215K
|
-2,249
|
-37%
|
|
|
517
|
Allworth Financial
Folsom,
California
|
$326K
|
+$43.8K
|
+457
|
+14%
|
|
|
518
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$325K
|
-$16.3K
|
-170
|
-4%
|
|
|
519
|
Welch Group
Birmingham,
Alabama
|
$324K
|
–
|
–
|
–
|
|
|
520
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$324K
|
+$49.6K
|
+518
|
+16%
|
|
|
521
|
XTX Topco
George Town,
Cayman Islands
|
$320K
|
+$360K
|
+3,759
|
New
|
|
|
522
|
Montecito Bank & Trust
Santa Barbara,
California
|
$315K
|
-$1.24M
|
-12,932
|
-78%
|
|
|
523
|
WealthPLAN Partners
Omaha,
Nebraska
|
$309K
|
–
|
–
|
–
|
|
|
524
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$309K
|
+$368K
|
+3,838
|
New
|
|
|
525
|
Telos Capital Management
San Diego,
California
|
$307K
|
+$47K
|
+491
|
+16%
|
|
