|
526
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$752K
|
+$691K
|
+22,000
|
New
|
|
|
527
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$750K
|
+$18.9K
|
+600
|
+3%
|
|
|
528
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$747K
|
-$12.6K
|
-400
|
-2%
|
|
|
529
|
AXQ Capital
Jersey City,
New Jersey
|
$745K
|
+$371K
|
+11,800
|
+118%
|
|
|
530
|
Merlin Capital
Newport,
Rhode Island
|
$743K
|
-$15.7K
|
-500
|
-2%
|
|
|
531
|
LVM Capital Management
Portage,
Michigan
|
$738K
|
+$679K
|
+21,600
|
New
|
|
|
532
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$736K
|
+$47.1K
|
+1,500
|
+7%
|
|
|
533
|
AGF Management
Toronto,
Ontario, Canada
|
$736K
|
-$430K
|
-13,700
|
-39%
|
|
|
534
|
Tidal Investments
Milwaukee,
Wisconsin
|
$726K
|
-$179K
|
-5,700
|
-21%
|
|
|
535
|
NewEdge Advisors
New Orleans,
Louisiana
|
$719K
|
-$47.1K
|
-1,500
|
-7%
|
|
|
536
|
Allworth Financial
Folsom,
California
|
$717K
|
+$4.71K
|
+150
|
+0.7%
|
|
|
537
|
Norway Savings Bank
Portland,
Maine
|
$716K
|
+$12.6K
|
+400
|
+2%
|
|
|
538
|
Verus Capital Partners
Scottsdale,
Arizona
|
$711K
|
+$28.3K
|
+900
|
+5%
|
|
|
539
|
Strata Wealth Advisors
Dallas,
Texas
|
$702K
|
–
|
–
|
–
|
|
|
540
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$700K
|
-$132K
|
-4,200
|
-17%
|
|
|
541
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$695K
|
+$94.3K
|
+3,000
|
+17%
|
|
|
542
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$690K
|
-$534K
|
-17,000
|
-46%
|
|
|
543
|
AJ Wealth Strategies
New York
|
$687K
|
–
|
–
|
–
|
|
|
544
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$683K
|
–
|
–
|
–
|
|
|
545
|
Barrett & Company
Providence,
Rhode Island
|
$683K
|
–
|
–
|
–
|
|
|
546
|
Trillium Asset Management
Boston,
Massachusetts
|
$680K
|
-$9.43K
|
-300
|
-2%
|
|
|
547
|
Benedetti & Gucer
Atlanta,
Georgia
|
$673K
|
-$126K
|
-4,000
|
-17%
|
|
|
548
|
Plimoth Trust
Plymouth,
Massachusetts
|
$659K
|
-$86.4K
|
-2,750
|
-12%
|
|
|
549
|
Principal Street Partners
Memphis,
Tennessee
|
$658K
|
-$110K
|
-3,500
|
-15%
|
|
|
550
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$656K
|
-$15.7K
|
-500
|
-3%
|
|
