|
851
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$850K
|
+$193K
|
+821
|
+29%
|
|
|
852
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$848K
|
+$854K
|
+3,627
|
New
|
|
|
853
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$839K
|
-$1.08M
|
-4,602
|
-56%
|
|
|
854
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$837K
|
+$261K
|
+1,107
|
+45%
|
|
|
855
|
Mutual Advisors
Omaha,
Nebraska
|
$836K
|
+$65K
|
+276
|
+9%
|
|
|
856
|
|
$833K
|
–
|
–
|
–
|
|
|
857
|
Congress Wealth Management
Boston,
Massachusetts
|
$828K
|
+$407K
|
+1,728
|
+95%
|
|
|
858
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$823K
|
-$2.59K
|
-11
|
-0.3%
|
|
|
859
|
Mattern Wealth Management
Lawrence,
Kansas
|
$818K
|
-$1.53M
|
-6,508
|
-65%
|
|
|
860
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$811K
|
+$168K
|
+712
|
+26%
|
|
|
861
|
KCM Investment Advisors
Greenbrae,
California
|
$809K
|
+$7.07K
|
+30
|
+0.9%
|
|
|
862
|
United Bank (Georgia)
Zebulon,
Georgia
|
$808K
|
+$104K
|
+441
|
+15%
|
|
|
863
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$807K
|
-$7.07K
|
-30
|
-0.9%
|
|
|
864
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$807K
|
+$94.7K
|
+402
|
+13%
|
|
|
865
|
Winton Group
London,
United Kingdom
|
$806K
|
-$3.64M
|
-15,444
|
-82%
|
|
|
866
|
City Holding Co
Charleston,
West Virginia
|
$806K
|
-$10.6K
|
-45
|
-1%
|
|
|
867
|
Coldstream Capital Management
Bellevue,
Washington
|
$806K
|
+$1.41K
|
+6
|
+0.2%
|
|
|
868
|
HF Advisory Group
Annapolis,
Maryland
|
$805K
|
+$130K
|
+552
|
+19%
|
|
|
869
|
Prospera Financial Services
Dallas,
Texas
|
$803K
|
-$11.3K
|
-48
|
-1%
|
|
|
870
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$800K
|
-$6.83K
|
-29
|
-0.8%
|
|
|
871
|
Broadwater Capital
Boston,
Massachusetts
|
$788K
|
–
|
–
|
–
|
|
|
872
|
Byrne Asset Management
Kingston,
New Jersey
|
$788K
|
-$863K
|
-3,665
|
Closed
|
|
|
873
|
Quotient Wealth Partners
Dallas,
Texas
|
$779K
|
+$309K
|
+1,310
|
+65%
|
|
|
874
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$770K
|
+$78.5K
|
+333
|
+11%
|
|
|
875
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$768K
|
+$4K
|
+17
|
+0.5%
|
|
