|
401
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$935K
|
-$29.8K
|
-251
|
-3%
|
|
|
402
|
Qtron Investments
Boston,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
|
403
|
Roundview Capital
Princeton,
New Jersey
|
$935K
|
+$916K
|
+7,721
|
New
|
|
|
404
|
Savant Capital
Rockford,
Illinois
|
$929K
|
+$27.6K
|
+233
|
+3%
|
|
|
405
|
Atria Wealth Solutions
New York
|
$925K
|
+$4.27K
|
+36
|
+0.5%
|
|
|
406
|
Victory Capital Management
San Antonio,
Texas
|
$919K
|
-$187K
|
-1,577
|
-17%
|
|
|
407
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$914K
|
-$93.4K
|
-788
|
-9%
|
|
|
408
|
Sabal Trust
St. Petersburg,
Florida
|
$907K
|
+$888K
|
+7,491
|
New
|
|
|
409
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$882K
|
-$5.69K
|
-48
|
-0.7%
|
|
|
410
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$878K
|
+$26.6K
|
+224
|
+3%
|
|
|
411
|
GSB Wealth Management
Guilford,
Connecticut
|
$876K
|
+$1.3K
|
+11
|
+0.2%
|
|
|
412
|
Edge Capital Group
Atlanta,
Georgia
|
$876K
|
-$5.66M
|
-47,707
|
-87%
|
|
|
413
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$873K
|
+$502K
|
+4,231
|
+142%
|
|
|
414
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$868K
|
–
|
–
|
–
|
|
|
415
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$812K
|
+$26.7K
|
+225
|
+3%
|
|
|
416
|
Wolverine Trading
Chicago,
Illinois
|
$811K
|
+$803K
|
+6,772
|
New
|
|
|
417
|
|
$810K
|
-$217K
|
-1,828
|
-21%
|
|
|
418
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$803K
|
-$2.73K
|
-23
|
-0.3%
|
|
|
419
|
Rathbones Group
Liverpool,
United Kingdom
|
$800K
|
–
|
–
|
–
|
|
|
420
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$800K
|
–
|
–
|
–
|
|
|
421
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$794K
|
+$99.1K
|
+836
|
+15%
|
|
|
422
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$783K
|
-$6.4K
|
-54
|
-0.8%
|
|
|
423
|
Choreo LLC
Rockford,
Illinois
|
$781K
|
+$2.49K
|
+21
|
+0.3%
|
|
|
424
|
Tempus Wealth Planning
Irvine,
California
|
$780K
|
+$42.8K
|
+361
|
+6%
|
|
|
425
|
LVM Capital Management
Portage,
Michigan
|
$763K
|
–
|
–
|
–
|
|
