|
626
|
Moody National Bank Trust Division
Galveston,
Texas
|
$280K
|
+$280K
|
+1,372
|
New
|
|
|
627
|
Capital Wealth Planning
Naples,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
628
|
|
$278K
|
+$278K
|
+1,362
|
New
|
|
|
629
|
Icon Wealth Partners
Houston,
Texas
|
$277K
|
-$65.2K
|
-319
|
-19%
|
|
|
630
|
Williams Jones Wealth Management
New York
|
$277K
|
+$52.1K
|
+255
|
+23%
|
|
|
631
|
Leelyn Smith
Geneva,
Illinois
|
$276K
|
-$1.76M
|
-8,620
|
-86%
|
|
|
632
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$273K
|
–
|
–
|
–
|
|
|
633
|
Great Lakes Advisors
Chicago,
Illinois
|
$272K
|
-$23.6M
|
-115,315
|
-99%
|
|
|
634
|
Conning Inc
Hartford,
Connecticut
|
$272K
|
-$818
|
-4
|
-0.3%
|
|
|
635
|
Lazard Asset Management
New York
|
$271K
|
+$109K
|
+532
|
+66%
|
|
|
636
|
Platform Technology Partners
New York
|
$268K
|
–
|
–
|
–
|
|
|
637
|
Westwood Wealth Management
Los Angeles,
California
|
$267K
|
-$313K
|
-1,530
|
-54%
|
|
|
638
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$267K
|
-$36.8K
|
-180
|
-12%
|
|
|
639
|
SteelPeak Wealth
Woodland Hills,
California
|
$267K
|
+$2.25K
|
+11
|
+0.8%
|
|
|
640
|
Park Avenue Securities
New York
|
$266K
|
+$50.5K
|
+247
|
+23%
|
|
|
641
|
|
$265K
|
–
|
–
|
–
|
|
|
642
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$261K
|
-$6.75K
|
-33
|
-3%
|
|
|
643
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$260K
|
–
|
–
|
–
|
|
|
644
|
Marcum Wealth
Cleveland,
Ohio
|
$258K
|
-$3.68K
|
-18
|
-1%
|
|
|
645
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$257K
|
+$6.34K
|
+31
|
+3%
|
|
|
646
|
Boltwood Capital Management
Walnut Creek,
California
|
$256K
|
+$257K
|
+1,257
|
New
|
|
|
647
|
Beacon Pointe Advisors
Newport Beach,
California
|
$255K
|
-$2.5M
|
-12,207
|
-91%
|
|
|
648
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$254K
|
+$23.1K
|
+113
|
+10%
|
|
|
649
|
NWAM LLC
Mercer Island,
Washington
|
$253K
|
-$101K
|
-493
|
-29%
|
|
|
650
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
