|
501
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$320K
|
+$130K
|
+1,135
|
+59%
|
|
|
502
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$318K
|
-$55.2K
|
-483
|
-14%
|
|
|
503
|
|
$311K
|
+$91.4K
|
+800
|
+37%
|
|
|
504
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$308K
|
-$138K
|
-1,204
|
-29%
|
|
|
505
|
qPULA Trading Management
New York
|
$302K
|
+$330K
|
+2,891
|
New
|
|
|
506
|
BOK Financial
Tulsa,
Oklahoma
|
$300K
|
+$328K
|
+2,874
|
New
|
|
|
507
|
Beacon Pointe Advisors
Newport Beach,
California
|
$294K
|
+$321K
|
+2,807
|
New
|
|
|
508
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$289K
|
+$22.9K
|
+200
|
+8%
|
|
|
509
|
Affinity Investment Advisors
Newport Beach,
California
|
$288K
|
-$1.81M
|
-15,871
|
-85%
|
|
|
510
|
Parallel Advisors
San Francisco,
California
|
$288K
|
+$19K
|
+166
|
+6%
|
|
|
511
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$282K
|
+$32.9K
|
+288
|
+12%
|
|
|
512
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$281K
|
+$101K
|
+887
|
+49%
|
|
|
513
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$279K
|
+$2.63K
|
+23
|
+0.9%
|
|
|
514
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$272K
|
-$75.2K
|
-658
|
-20%
|
|
|
515
|
IEQ Capital
Foster City,
California
|
$272K
|
+$75.9K
|
+664
|
+34%
|
|
|
516
|
Hancock Whitney
Gulfport,
Mississippi
|
$271K
|
-$10.8M
|
-94,463
|
-97%
|
|
|
517
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$269K
|
+$571
|
+5
|
+0.2%
|
|
|
518
|
Brown Advisory
Baltimore,
Maryland
|
$268K
|
-$265K
|
-2,315
|
-47%
|
|
|
519
|
Williams Jones Wealth Management
New York
|
$266K
|
-$343
|
-3
|
-0.1%
|
|
|
520
|
Moors & Cabot
Boston,
Massachusetts
|
$266K
|
+$43.9K
|
+384
|
+18%
|
|
|
521
|
Gries Financial
Cleveland,
Ohio
|
$265K
|
–
|
–
|
–
|
|
|
522
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$265K
|
+$23.4K
|
+205
|
+9%
|
|
|
523
|
First Long Island Investors
Jericho,
New York
|
$263K
|
–
|
–
|
–
|
|
|
524
|
People's United Financial
Bridgeport,
Connecticut
|
$262K
|
-$10.1K
|
-88
|
-3%
|
|
|
525
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$262K
|
-$2.4K
|
-21
|
-0.8%
|
|
