|
501
|
Trillium Asset Management
Boston,
Massachusetts
|
$603K
|
-$3.01K
|
-100
|
-0.5%
|
|
|
502
|
Verus Capital Partners
Scottsdale,
Arizona
|
$602K
|
+$667K
|
+22,150
|
New
|
|
|
503
|
Plimoth Trust
Plymouth,
Massachusetts
|
$597K
|
+$128K
|
+4,250
|
+29%
|
|
|
504
|
Leonteq Securities AG
Zurich,
Switzerland
|
$593K
|
+$241K
|
+8,000
|
+74%
|
|
|
505
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$581K
|
–
|
–
|
–
|
|
|
506
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$579K
|
-$565K
|
-18,750
|
-51%
|
|
|
507
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$579K
|
-$9.03K
|
-300
|
-2%
|
|
|
508
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$577K
|
+$1.51K
|
+50
|
+0.3%
|
|
|
509
|
CNB Bank
Clearfield,
Pennsylvania
|
$570K
|
+$15.1K
|
+500
|
+3%
|
|
|
510
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$568K
|
-$28.6K
|
-950
|
-5%
|
|
|
511
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$566K
|
-$42.2K
|
-1,400
|
-7%
|
|
|
512
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$563K
|
+$126K
|
+4,200
|
+31%
|
|
|
513
|
UMB Bank
Kansas City,
Missouri
|
$561K
|
-$9.03K
|
-300
|
-2%
|
|
|
514
|
Belpointe Asset Management
Reno,
Nevada
|
$556K
|
+$102K
|
+3,400
|
+24%
|
|
|
515
|
Norway Savings Bank
Portland,
Maine
|
$551K
|
+$12K
|
+400
|
+2%
|
|
|
516
|
American Portfolios Advisors
Holbrook,
New York
|
$549K
|
+$15.1K
|
+500
|
+3%
|
|
|
517
|
Anchor Investment Management
Columbia,
South Carolina
|
$549K
|
+$31.6K
|
+1,050
|
+6%
|
|
|
518
|
Chilton Investment Company
Stamford,
Connecticut
|
$547K
|
-$56.5M
|
-1,875,050
|
-99%
|
|
|
519
|
MAI Capital Management
Independence,
Ohio
|
$546K
|
+$34.6K
|
+1,150
|
+7%
|
|
|
520
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$546K
|
+$48.2K
|
+1,600
|
+10%
|
|
|
521
|
Pathstone Family Office
Englewood,
New Jersey
|
$544K
|
+$133K
|
+4,400
|
+34%
|
|
|
522
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$543K
|
-$116K
|
-3,850
|
-18%
|
|
|
523
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$536K
|
+$10.5K
|
+350
|
+2%
|
|
|
524
|
QCM Cayman
Houston,
Texas
|
$536K
|
+$69.3K
|
+2,300
|
+16%
|
|
|
525
|
Calamos Wealth Management
Naperville,
Illinois
|
$535K
|
-$102K
|
-3,400
|
-17%
|
|
