|
526
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$310K
|
–
|
–
|
–
|
|
|
527
|
Curated Wealth Partners
El Segundo,
California
|
$306K
|
+$12.1K
|
+66
|
+4%
|
|
|
528
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
529
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$297K
|
+$292K
|
+1,588
|
New
|
|
|
530
|
Trust Asset Management
Houston,
Texas
|
$293K
|
+$33.4K
|
+182
|
+13%
|
|
|
531
|
People's United Financial
Bridgeport,
Connecticut
|
$292K
|
+$1.84K
|
+10
|
+0.6%
|
|
|
532
|
GSA Capital Partners
London,
United Kingdom
|
$289K
|
+$283K
|
+1,543
|
New
|
|
|
533
|
Checchi Capital Advisers
Beverly Hills,
California
|
$286K
|
-$2.76K
|
-15
|
-1%
|
|
|
534
|
Dupont Capital Management
Wilmington,
Delaware
|
$285K
|
-$85.4K
|
-465
|
-23%
|
|
|
535
|
Abbot Financial Management
Andover,
Massachusetts
|
$285K
|
+$41.5K
|
+226
|
+17%
|
|
|
536
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$269K
|
+$7.17K
|
+39
|
+3%
|
|
|
537
|
Pendal Group
Sydney,
Australia
|
$269K
|
+$264K
|
+1,436
|
New
|
|
|
538
|
Empirical Wealth Management
Seattle,
Washington
|
$268K
|
+$263K
|
+1,433
|
New
|
|
|
539
|
Tidal Investments
Milwaukee,
Wisconsin
|
$266K
|
+$261K
|
+1,420
|
New
|
|
|
540
|
Steph & Co
Marinette,
Wisconsin
|
$261K
|
–
|
–
|
–
|
|
|
541
|
Avantax Advisory Services
Dallas,
Texas
|
$261K
|
+$256K
|
+1,394
|
New
|
|
|
542
|
Coldstream Capital Management
Bellevue,
Washington
|
$256K
|
+$18.7K
|
+102
|
+8%
|
|
|
543
|
PNC Managed Account Solutions
Houston,
Texas
|
$253K
|
+$249K
|
+1,354
|
New
|
|
|
544
|
Horizon Investments
Charlotte,
North Carolina
|
$250K
|
+$367
|
+2
|
+0.1%
|
|
|
545
|
Northeast Financial Consultants
Westport,
Connecticut
|
$248K
|
–
|
–
|
–
|
|
|
546
|
Veracity Capital
Atlanta,
Georgia
|
$248K
|
+$7.72K
|
+42
|
+3%
|
|
|
547
|
Snowden Capital Advisors
New York
|
$247K
|
+$243K
|
+1,320
|
New
|
|
|
548
|
Advisornet Financial
Minnetonka,
Minnesota
|
$242K
|
+$9.19K
|
+50
|
+4%
|
|
|
549
|
Ballentine Partners
Waltham,
Massachusetts
|
$236K
|
+$8.82K
|
+48
|
+4%
|
|
|
550
|
Curi Wealth Management
Raleigh,
North Carolina
|
$230K
|
-$115K
|
-628
|
-34%
|
|