|
576
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.05M
|
+$899K
|
+3,118
|
+465%
|
|
|
577
|
Surevest
Los Angeles,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
578
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.03M
|
-$25.1K
|
-87
|
-2%
|
|
|
579
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$1.03M
|
+$1.07M
|
+3,710
|
New
|
|
|
580
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.02M
|
+$43.3K
|
+150
|
+4%
|
|
|
581
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.02M
|
+$138K
|
+480
|
+15%
|
|
|
582
|
|
$1.01M
|
-$5.48K
|
-19
|
-0.5%
|
|
|
583
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1M
|
-$22.8K
|
-79
|
-2%
|
|
|
584
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$987K
|
+$78.4K
|
+272
|
+8%
|
|
|
585
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$985K
|
-$115K
|
-400
|
-10%
|
|
|
586
|
USA Financial Formulas
Ada,
Michigan
|
$978K
|
+$186K
|
+644
|
+22%
|
|
|
587
|
Venturi Wealth Management
Austin,
Texas
|
$976K
|
-$59.4K
|
-206
|
-6%
|
|
|
588
|
Corient Capital Partners
Newport Beach,
California
|
$970K
|
+$58.8K
|
+204
|
+6%
|
|
|
589
|
IAM Advisory
Easton,
Pennsylvania
|
$967K
|
+$15.9K
|
+55
|
+2%
|
|
|
590
|
Fiduciary Trust
Boston,
Massachusetts
|
$967K
|
+$261K
|
+905
|
+35%
|
|
|
591
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$951K
|
+$10.4K
|
+36
|
+1%
|
|
|
592
|
Cresset Asset Management
Chicago,
Illinois
|
$948K
|
+$237K
|
+823
|
+32%
|
|
|
593
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$940K
|
-$4.9K
|
-17
|
-0.5%
|
|
|
594
|
IndexIQ Advisors
New York
|
$932K
|
+$102K
|
+355
|
+12%
|
|
|
595
|
|
$927K
|
-$577K
|
-2,000
|
-37%
|
|
|
596
|
Wedbush Securities
Los Angeles,
California
|
$920K
|
+$275K
|
+954
|
+40%
|
|
|
597
|
GFG Capital
Miami,
Florida
|
$917K
|
-$185K
|
-640
|
-16%
|
|
|
598
|
Grove Bank & Trust
Miami,
Florida
|
$912K
|
+$57.1K
|
+198
|
+6%
|
|
|
599
|
DOHJ LLC
Seattle,
Washington
|
$904K
|
+$940K
|
+3,261
|
New
|
|
|
600
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$901K
|
+$87.4K
|
+303
|
+10%
|
|
