|
676
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.59M
|
+$209K
|
+855
|
+16%
|
|
|
677
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.57M
|
+$9.3K
|
+38
|
+0.6%
|
|
|
678
|
Geneva Capital Management
Milwaukee,
Wisconsin
|
$1.57M
|
-$131K
|
-535
|
-8%
|
|
|
679
|
TD Private Client Wealth
New York
|
$1.56M
|
-$24.2K
|
-99
|
-2%
|
|
|
680
|
GAMMA Investing
Foster City,
California
|
$1.56M
|
+$293K
|
+1,197
|
+24%
|
|
|
681
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.54M
|
-$10K
|
-41
|
-0.6%
|
|
|
682
|
Anthracite Investment Company
Fort Worth,
Texas
|
$1.53M
|
+$1.47M
|
+6,000
|
New
|
|
|
683
|
Atomi Financial Group
New York
|
$1.53M
|
+$43.5K
|
+178
|
+3%
|
|
|
684
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.52M
|
+$15.7K
|
+64
|
+1%
|
|
|
685
|
First Pacific Financial
Vancouver,
Washington
|
$1.52M
|
+$47K
|
+192
|
+3%
|
|
|
686
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.51M
|
–
|
–
|
–
|
|
|
687
|
SlateStone Wealth
Jupiter,
Florida
|
$1.5M
|
-$3.67K
|
-15
|
-0.3%
|
|
|
688
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$1.5M
|
-$418K
|
-1,710
|
-23%
|
|
|
689
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.5M
|
+$734
|
+3
|
+0.1%
|
|
|
690
|
V-Square Quantitative Management
Chicago,
Illinois
|
$1.5M
|
+$135K
|
+552
|
+10%
|
|
|
691
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.49M
|
-$42.8K
|
-175
|
-3%
|
|
|
692
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.49M
|
+$5.63K
|
+23
|
+0.4%
|
|
|
693
|
Wealthspire Advisors (New York)
New York
|
$1.48M
|
-$57.5K
|
-235
|
-4%
|
|
|
694
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$1.48M
|
+$44K
|
+180
|
+3%
|
|
|
695
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$1.48M
|
+$77.1K
|
+315
|
+6%
|
|
|
696
|
Qtron Investments
Boston,
Massachusetts
|
$1.47M
|
+$148K
|
+604
|
+12%
|
|
|
697
|
Caldwell Trust
Venice,
Florida
|
$1.47M
|
-$30.6K
|
-125
|
-2%
|
|
|
698
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$1.47M
|
-$46.5K
|
-190
|
-3%
|
|
|
699
|
HB Wealth Management
Atlanta,
Georgia
|
$1.47M
|
+$67.3K
|
+275
|
+5%
|
|
|
700
|
Sanders Morris Harris
Houston,
Texas
|
$1.47M
|
–
|
–
|
–
|
|
