|
501
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$300K
|
-$72.9K
|
-905
|
-18%
|
|
|
502
|
Treynor Bancshares
Treynor,
Iowa
|
$299K
|
–
|
–
|
–
|
|
|
503
|
Bessemer Group
Woodbridge,
New Jersey
|
$292K
|
-$111K
|
-1,373
|
-26%
|
|
|
504
|
ALPS Advisors
Denver,
Colorado
|
$290K
|
-$3.3K
|
-41
|
-1%
|
|
|
505
|
Clarius Group LLC
Seattle,
Washington
|
$289K
|
+$37.4K
|
+464
|
+13%
|
|
|
506
|
Conning Inc
Hartford,
Connecticut
|
$285K
|
-$1.05K
|
-13
|
-0.3%
|
|
|
507
|
TruWealth Advisors
Metairie,
Louisiana
|
$282K
|
+$115K
|
+1,433
|
+60%
|
|
|
508
|
Aquatic Capital Management
Chicago,
Illinois
|
$280K
|
+$290K
|
+3,600
|
+1,800%
|
|
|
509
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$278K
|
-$17.7K
|
-220
|
-6%
|
|
|
510
|
Fisher Asset Management
Camas,
Washington
|
$278K
|
+$70.9K
|
+881
|
+30%
|
|
|
511
|
IMPACTfolio
Denver,
Colorado
|
$276K
|
+$1.69K
|
+21
|
+0.6%
|
|
|
512
|
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
$271K
|
-$126K
|
-1,565
|
-30%
|
|
|
513
|
Corient Capital Partners
Newport Beach,
California
|
$271K
|
-$77.1K
|
-958
|
-21%
|
|
|
514
|
Covenant Partners
Nashville,
Tennessee
|
$268K
|
–
|
–
|
–
|
|
|
515
|
Lido Advisors
Los Angeles,
California
|
$267K
|
-$109K
|
-1,355
|
-27%
|
|
|
516
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$265K
|
+$283K
|
+3,518
|
New
|
|
|
517
|
Citizens Financial Group
Providence,
Rhode Island
|
$262K
|
-$724
|
-9
|
-0.3%
|
|
|
518
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$258K
|
+$13.6K
|
+169
|
+5%
|
|
|
519
|
Moody National Bank Trust Division
Galveston,
Texas
|
$258K
|
+$282K
|
+3,503
|
New
|
|
|
520
|
Ancora Advisors
Cleveland,
Ohio
|
$256K
|
–
|
–
|
–
|
|
|
521
|
Waterfront Wealth
Overland Park,
Kansas
|
$256K
|
–
|
–
|
–
|
|
|
522
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$255K
|
+$27.4K
|
+340
|
+11%
|
|
|
523
|
Sendero Wealth Management
San Antonio,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
524
|
EP Wealth Advisors
Torrance,
California
|
$250K
|
-$1.61K
|
-20
|
-0.6%
|
|
|
525
|
Gilbert & Cook
West Des Moines,
Iowa
|
$248K
|
+$36.5K
|
+453
|
+16%
|
|
