|
601
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$540K
|
-$112K
|
-800
|
-16%
|
|
|
602
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$540K
|
+$90.6K
|
+646
|
+17%
|
|
|
603
|
Balentine LLC
Atlanta,
Georgia
|
$534K
|
-$185K
|
-1,321
|
-23%
|
|
|
604
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$532K
|
–
|
–
|
–
|
|
|
605
|
Evercore Wealth Management
New York
|
$532K
|
–
|
–
|
–
|
|
|
606
|
Machina Capital
Paris,
France
|
$529K
|
+$598K
|
+4,268
|
New
|
|
|
607
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$528K
|
–
|
–
|
–
|
|
|
608
|
|
$526K
|
+$7.71K
|
+55
|
+1%
|
|
|
609
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$519K
|
+$16K
|
+114
|
+3%
|
|
|
610
|
Carlson Capital Management
Northfield,
Minnesota
|
$519K
|
–
|
–
|
–
|
|
|
611
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$517K
|
+$357K
|
+2,550
|
+157%
|
|
|
612
|
VeraBank
Henderson,
Texas
|
$510K
|
-$4.21K
|
-30
|
-0.7%
|
|
|
613
|
SouthState Corp
Winter Haven,
Florida
|
$509K
|
-$31.5K
|
-225
|
-5%
|
|
|
614
|
Tilt Investment Management Holdings
New York
|
$505K
|
–
|
–
|
–
|
|
|
615
|
Boston Family Office
Boston,
Massachusetts
|
$503K
|
-$3.08K
|
-22
|
-0.5%
|
|
|
616
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$502K
|
+$275K
|
+1,964
|
+94%
|
|
|
617
|
SC&H Financial Advisors
Sparks,
Maryland
|
$501K
|
–
|
–
|
–
|
|
|
618
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$500K
|
-$17.8K
|
-127
|
-3%
|
|
|
619
|
XTX Topco
George Town,
Cayman Islands
|
$498K
|
+$564K
|
+4,021
|
New
|
|
|
620
|
Elmwood Wealth Management
Berkeley,
California
|
$495K
|
-$561
|
-4
|
-0.1%
|
|
|
621
|
Transcend Capital Advisors
Madison,
New Jersey
|
$495K
|
-$7.15K
|
-51
|
-1%
|
|
|
622
|
Point72 Middle East FZE
Dubai,
United Arab Emirates
|
$494K
|
+$559K
|
+3,988
|
New
|
|
|
623
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$492K
|
+$40K
|
+285
|
+8%
|
|
|
624
|
Mutual Advisors
Omaha,
Nebraska
|
$490K
|
-$31.5K
|
-225
|
-5%
|
|
|
625
|
Harbour Investment Management
Edmonds,
Washington
|
$484K
|
-$21K
|
-150
|
-4%
|
|
