|
501
|
Summit Trail Advisors
New York
|
$417K
|
+$385K
|
+907
|
New
|
|
|
502
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$416K
|
+$425
|
+1
|
+0.1%
|
|
|
503
|
MAI Capital Management
Independence,
Ohio
|
$407K
|
-$168K
|
-395
|
-31%
|
|
|
504
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$405K
|
+$40.3K
|
+95
|
+12%
|
|
|
505
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$403K
|
+$372K
|
+877
|
New
|
|
|
506
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$403K
|
-$31.9K
|
-75
|
-8%
|
|
|
507
|
Sequoia Financial Advisors
Akron,
Ohio
|
$398K
|
-$91.3K
|
-215
|
-20%
|
|
|
508
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$397K
|
–
|
–
|
–
|
|
|
509
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$394K
|
-$425
|
-1
|
-0.1%
|
|
|
510
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$392K
|
+$15.7K
|
+37
|
+5%
|
|
|
511
|
Verity & Verity
Beaufort,
South Carolina
|
$389K
|
+$38.6K
|
+91
|
+12%
|
|
|
512
|
Legacy Financial Advisors
Covington,
Kentucky
|
$389K
|
+$5.1K
|
+12
|
+1%
|
|
|
513
|
Belpointe Asset Management
Reno,
Nevada
|
$383K
|
+$93.9K
|
+221
|
+36%
|
|
|
514
|
Apeiron RIA
Dallas,
Texas
|
$382K
|
+$14.9K
|
+35
|
+4%
|
|
|
515
|
Signal Advisors Wealth
Detroit,
Michigan
|
$382K
|
+$352K
|
+830
|
New
|
|
|
516
|
Balyasny Asset Management
Chicago,
Illinois
|
$381K
|
-$451K
|
-1,061
|
-56%
|
|
|
517
|
Guggenheim Capital
Chicago,
Illinois
|
$377K
|
-$19.1K
|
-45
|
-5%
|
|
|
518
|
Mutual Advisors
Omaha,
Nebraska
|
$373K
|
+$31K
|
+73
|
+10%
|
|
|
519
|
IHT Wealth Management
Chicago,
Illinois
|
$368K
|
+$56.1K
|
+132
|
+20%
|
|
|
520
|
ALPS Advisors
Denver,
Colorado
|
$367K
|
+$30.6K
|
+72
|
+10%
|
|
|
521
|
EP Wealth Advisors
Torrance,
California
|
$364K
|
+$336K
|
+791
|
New
|
|
|
522
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$362K
|
+$30.2K
|
+71
|
+10%
|
|
|
523
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$360K
|
+$308K
|
+726
|
+1,296%
|
|
|
524
|
Koshinski Asset Management
Decatur,
Illinois
|
$357K
|
+$69.2K
|
+163
|
+27%
|
|
|
525
|
Aureus Asset Management
Boston,
Massachusetts
|
$356K
|
-$84.9K
|
-200
|
-21%
|
|
