|
551
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$385K
|
–
|
–
|
–
|
|
|
552
|
Southport Management
Wilson,
Wyoming
|
$385K
|
+$390K
|
+4,000
|
New
|
|
|
553
|
Veritable
Wilmington,
Delaware
|
$384K
|
+$62.5K
|
+640
|
+19%
|
|
|
554
|
Lido Advisors
Los Angeles,
California
|
$384K
|
+$390K
|
+3,998
|
New
|
|
|
555
|
Bison Wealth
Atlanta,
Georgia
|
$383K
|
+$389K
|
+3,982
|
New
|
|
|
556
|
Tectonic Advisors
Frisco,
Texas
|
$376K
|
+$1.76K
|
+18
|
+0.5%
|
|
|
557
|
|
$373K
|
-$744K
|
-7,622
|
-66%
|
|
|
558
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$365K
|
-$2.34K
|
-24
|
-0.6%
|
|
|
559
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$357K
|
+$27.9K
|
+286
|
+8%
|
|
|
560
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$357K
|
+$362K
|
+3,705
|
New
|
|
|
561
|
United Capital Financial Advisors
Irving,
Texas
|
$353K
|
+$54.9K
|
+563
|
+18%
|
|
|
562
|
Pathstone Family Office
Englewood,
New Jersey
|
$351K
|
+$30.6K
|
+314
|
+9%
|
|
|
563
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$350K
|
+$355K
|
+3,635
|
New
|
|
|
564
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$347K
|
–
|
–
|
–
|
|
|
565
|
Cullinan Associates
Louisville,
Kentucky
|
$346K
|
+$351K
|
+3,600
|
New
|
|
|
566
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$345K
|
+$7.22K
|
+74
|
+2%
|
|
|
567
|
Forum Financial Management
Lombard,
Illinois
|
$342K
|
–
|
–
|
–
|
|
|
568
|
Checchi Capital Advisers
Beverly Hills,
California
|
$335K
|
+$6.73K
|
+69
|
+2%
|
|
|
569
|
Tevis Investment Management
Plano,
Texas
|
$331K
|
-$2.63K
|
-27
|
-0.8%
|
|
|
570
|
Miracle Mile Advisors
Los Angeles,
California
|
$329K
|
-$16.7K
|
-171
|
-5%
|
|
|
571
|
SVB Wealth
Boston,
Massachusetts
|
$324K
|
+$328K
|
+3,365
|
New
|
|
|
572
|
SKBA Capital Management
San Francisco,
California
|
$318K
|
–
|
–
|
–
|
|
|
573
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$313K
|
+$317K
|
+3,247
|
New
|
|
|
574
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$312K
|
+$106K
|
+1,086
|
+50%
|
|
|
575
|
Stamos Capital Partners
Menlo Park,
California
|
$311K
|
+$315K
|
+3,230
|
New
|
|
