|
501
|
Sandy Spring Bank
Olney,
Maryland
|
$135K
|
–
|
–
|
–
|
|
|
502
|
IFP Advisors
Tampa,
Florida
|
$122K
|
-$59K
|
-150
|
-32%
|
|
|
503
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$116K
|
+$119K
|
+302
|
New
|
|
|
504
|
Sutton Wealth Advisors
Tampa,
Florida
|
$106K
|
–
|
–
|
–
|
|
|
505
|
Thomas White International
Chicago,
Illinois
|
$104K
|
-$5.89K
|
-15
|
-5%
|
|
|
506
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
507
|
Infusive Asset Management
New York
|
$99K
|
+$101K
|
+257
|
New
|
|
|
508
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$97K
|
-$1.04M
|
-2,640
|
-91%
|
|
|
509
|
Safeguard Investment Advisory Group
Corona,
California
|
$82K
|
+$84.5K
|
+215
|
New
|
|
|
510
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$81K
|
–
|
–
|
–
|
|
|
511
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$80K
|
+$81.8K
|
+208
|
New
|
|
|
512
|
Field & Main Bank
Henderson,
Kentucky
|
$77K
|
+$23.6K
|
+60
|
+43%
|
|
|
513
|
Inspire Advisors
Meridian,
Idaho
|
$77K
|
+$78.6K
|
+200
|
New
|
|
|
514
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$68K
|
–
|
–
|
–
|
|
|
515
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$66K
|
–
|
–
|
–
|
|
|
516
|
North Star Investment Management
Chicago,
Illinois
|
$66K
|
+$18.5K
|
+47
|
+38%
|
|
|
517
|
Perigon Wealth Management
San Francisco,
California
|
$63K
|
+$64.8K
|
+165
|
New
|
|
|
518
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$58K
|
–
|
–
|
–
|
|
|
519
|
Geneos Wealth Management
Englewood,
Colorado
|
$58K
|
+$23.6K
|
+60
|
+63%
|
|
|
520
|
Evoke Wealth
Los Angeles,
California
|
$56K
|
–
|
–
|
–
|
|
|
521
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$56K
|
+$9.04K
|
+23
|
+19%
|
|
|
522
|
Advisory Services Network
Atlanta,
Georgia
|
$54K
|
+$10.2K
|
+26
|
+23%
|
|
|
523
|
Harding Loevner
Bridgewater,
New Jersey
|
$53K
|
–
|
–
|
–
|
|
|
524
|
Meeder Asset Management
Dublin,
Ohio
|
$51K
|
-$944K
|
-2,402
|
-95%
|
|
|
525
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$51K
|
-$43.2K
|
-110
|
-45%
|
|
