|
801
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$230K
|
-$7.76K
|
-72
|
-3%
|
|
|
802
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$230K
|
+$224K
|
+2,076
|
New
|
|
|
803
|
American National Bank & Trust
Wichita Falls,
Texas
|
$227K
|
+$221K
|
+2,048
|
New
|
|
|
804
|
LWM Advisory Services
Plantation,
Florida
|
$227K
|
+$221K
|
+2,052
|
New
|
|
|
805
|
Lido Advisors
Los Angeles,
California
|
$227K
|
+$222K
|
+2,056
|
New
|
|
|
806
|
Accredited Investors
Edina,
Minnesota
|
$225K
|
+$219K
|
+2,032
|
New
|
|
|
807
|
Horan Securities
Cincinnati,
United States
|
$223K
|
+$216K
|
+2,008
|
New
|
|
|
808
|
Cortland Associates
St Louis,
Missouri
|
$222K
|
+$215K
|
+2,000
|
New
|
|
|
809
|
Dodge & Cox
San Francisco,
California
|
$222K
|
+$215K
|
+2,000
|
New
|
|
|
810
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$222K
|
+$215K
|
+2,000
|
New
|
|
|
811
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$222K
|
+$215K
|
+2,000
|
New
|
|
|
812
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$220K
|
-$43.1K
|
-400
|
-17%
|
|
|
813
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$220K
|
+$214K
|
+1,988
|
New
|
|
|
814
|
GraniteShares Advisors
New York
|
$220K
|
+$215K
|
+1,992
|
New
|
|
|
815
|
Montecito Bank & Trust
Santa Barbara,
California
|
$218K
|
+$212K
|
+1,972
|
New
|
|
|
816
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$217K
|
+$211K
|
+1,960
|
New
|
|
|
817
|
Brookmont Capital Management
Dallas,
Texas
|
$214K
|
+$208K
|
+1,932
|
New
|
|
|
818
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$214K
|
+$208K
|
+1,932
|
New
|
|
|
819
|
Natixis Investment Managers International
Paris,
France
|
$212K
|
-$62.9K
|
-584
|
-23%
|
|
|
820
|
Navalign LLC
Encino,
California
|
$211K
|
-$22.4K
|
-208
|
-10%
|
|
|
821
|
Rothschild Investment LLC
Chicago,
Illinois
|
$211K
|
+$205K
|
+1,904
|
New
|
|
|
822
|
Klingenstein Fields & Co
New York
|
$209K
|
+$203K
|
+1,888
|
New
|
|
|
823
|
Cypress Capital
Franklin,
Tennessee
|
$208K
|
+$203K
|
+1,880
|
New
|
|
|
824
|
Northwest Wealth Management
Spencer,
Iowa
|
$207K
|
+$201K
|
+1,864
|
New
|
|
|
825
|
Aigen Investment Management
New York
|
$206K
|
-$764K
|
-7,088
|
-79%
|
|
