|
501
|
Freedom Investment Management
Hartford,
Connecticut
|
$541K
|
+$36.7K
|
+174
|
+7%
|
|
|
502
|
Vontobel Holding
Zurich,
Switzerland
|
$539K
|
-$84.4K
|
-400
|
-13%
|
|
|
503
|
Royce & Associates
New York
|
$537K
|
–
|
–
|
–
|
|
|
504
|
GSA Capital Partners
London,
United Kingdom
|
$537K
|
+$209K
|
+989
|
+61%
|
|
|
505
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$529K
|
+$11.6K
|
+55
|
+2%
|
|
|
506
|
Certuity
North Palm Beach,
Florida
|
$524K
|
-$29.5K
|
-140
|
-5%
|
|
|
507
|
Beacon Pointe Advisors
Newport Beach,
California
|
$509K
|
+$520K
|
+2,467
|
New
|
|
|
508
|
SVB Wealth
Boston,
Massachusetts
|
$498K
|
-$69.6K
|
-330
|
-12%
|
|
|
509
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$496K
|
-$3.16K
|
-15
|
-0.6%
|
|
|
510
|
Forum Financial Management
Lombard,
Illinois
|
$485K
|
+$495K
|
+2,349
|
New
|
|
|
511
|
Swiss Life Asset Management
Zurich,
|
$485K
|
–
|
–
|
–
|
|
|
512
|
James Hambro & Partners
London,
United Kingdom
|
$483K
|
-$865K
|
-4,100
|
-64%
|
|
|
513
|
Private Trust Company
Cleveland,
Ohio
|
$482K
|
-$702K
|
-3,328
|
-59%
|
|
|
514
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$480K
|
-$19K
|
-90
|
-4%
|
|
|
515
|
Consilium Wealth Advisory
Richardson,
Texas
|
$480K
|
+$490K
|
+2,322
|
New
|
|
|
516
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$478K
|
-$12.4K
|
-59
|
-2%
|
|
|
517
|
Patten & Patten
Chattanooga,
Tennessee
|
$474K
|
–
|
–
|
–
|
|
|
518
|
Echo Street Capital Management
New York
|
$468K
|
-$1.61M
|
-7,647
|
-77%
|
|
|
519
|
Moors & Cabot
Boston,
Massachusetts
|
$466K
|
+$11.6K
|
+55
|
+3%
|
|
|
520
|
Westwood Holdings Group
Dallas,
Texas
|
$465K
|
+$39.9K
|
+189
|
+9%
|
|
|
521
|
R.M. Davis Inc
Portland,
Maine
|
$460K
|
–
|
–
|
–
|
|
|
522
|
Evercore Wealth Management
New York
|
$457K
|
–
|
–
|
–
|
|
|
523
|
Allstate Corporation
Northbrook,
Illinois
|
$457K
|
+$34K
|
+161
|
+8%
|
|
|
524
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$455K
|
+$148K
|
+701
|
+47%
|
|
|
525
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$450K
|
-$87.1K
|
-413
|
-16%
|
|
