|
526
|
IEQ Capital
Foster City,
California
|
$278K
|
-$38.7K
|
-207
|
-13%
|
|
|
527
|
|
$272K
|
+$251K
|
+1,344
|
New
|
|
|
528
|
Meridian Financial
Holliston,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
529
|
Caldwell Trust
Venice,
Florida
|
$267K
|
–
|
–
|
–
|
|
|
530
|
NorthRock Partners
Minneapolis,
Minnesota
|
$264K
|
-$23.2K
|
-124
|
-9%
|
|
|
531
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$264K
|
–
|
–
|
–
|
|
|
532
|
Level Four Advisory Services
Dallas,
Texas
|
$262K
|
+$242K
|
+1,297
|
New
|
|
|
533
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$260K
|
+$14.9K
|
+80
|
+7%
|
|
|
534
|
|
$257K
|
-$5.42K
|
-29
|
-2%
|
|
|
535
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$256K
|
-$20.4K
|
-109
|
-8%
|
|
|
536
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
537
|
Becker Capital Management
Portland,
Oregon
|
$255K
|
+$235K
|
+1,259
|
New
|
|
|
538
|
Focus Financial Network
Minneapolis,
Minnesota
|
$254K
|
+$234K
|
+1,255
|
New
|
|
|
539
|
Checchi Capital Advisers
Beverly Hills,
California
|
$248K
|
+$11.6K
|
+62
|
+5%
|
|
|
540
|
Horizon Investments
Charlotte,
North Carolina
|
$247K
|
+$8.78K
|
+47
|
+4%
|
|
|
541
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$243K
|
+$224K
|
+1,200
|
New
|
|
|
542
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$242K
|
+$10.6K
|
+57
|
+5%
|
|
|
543
|
FWG Investments
Lexington,
Kentucky
|
$240K
|
+$221K
|
+1,185
|
New
|
|
|
544
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$234K
|
–
|
–
|
–
|
|
|
545
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$233K
|
+$23.7K
|
+127
|
+12%
|
|
|
546
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$232K
|
+$215K
|
+1,149
|
New
|
|
|
547
|
9258 Wealth Management
Blue Ash,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
548
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$231K
|
+$213K
|
+1,141
|
New
|
|
|
549
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$230K
|
-$52.5K
|
-281
|
-20%
|
|
|
550
|
SVB Wealth
Boston,
Massachusetts
|
$230K
|
+$212K
|
+1,136
|
New
|
|
