|
676
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$340K
|
+$70K
|
+286
|
+28%
|
|
|
677
|
Congress Wealth Management
Boston,
Massachusetts
|
$340K
|
+$324K
|
+1,323
|
New
|
|
|
678
|
Financial Counselors Inc
Overland Park,
Kansas
|
$339K
|
+$88.8K
|
+363
|
+38%
|
|
|
679
|
CenterBook Partners
Greenwich,
Connecticut
|
$339K
|
+$323K
|
+1,319
|
New
|
|
|
680
|
UMB Bank
Kansas City,
Missouri
|
$337K
|
+$321K
|
+1,313
|
New
|
|
|
681
|
Seelaus Asset Management
Chatham,
New Jersey
|
$334K
|
–
|
–
|
–
|
|
|
682
|
Caldwell Trust
Venice,
Florida
|
$330K
|
+$10.5K
|
+43
|
+3%
|
|
|
683
|
9258 Wealth Management
Blue Ash,
Ohio
|
$329K
|
+$23.2K
|
+95
|
+8%
|
|
|
684
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$328K
|
-$18.8K
|
-77
|
-6%
|
|
|
685
|
Comerica Securities
Detroit,
Michigan
|
$328K
|
+$26.9K
|
+110
|
+9%
|
|
|
686
|
Stephens Consulting
Flint,
Michigan
|
$328K
|
+$312K
|
+1,275
|
New
|
|
|
687
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$324K
|
–
|
–
|
–
|
|
|
688
|
Transcend Capital Advisors
Madison,
New Jersey
|
$322K
|
+$24K
|
+98
|
+8%
|
|
|
689
|
Freestone Capital Holdings
Seattle,
Washington
|
$321K
|
+$90.8K
|
+371
|
+42%
|
|
|
690
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$320K
|
+$6.12K
|
+25
|
+2%
|
|
|
691
|
Prelude Capital Management
New York
|
$319K
|
-$505K
|
-2,062
|
-62%
|
|
|
692
|
Matrix Private Capital Group
New York
|
$318K
|
+$24K
|
+98
|
+9%
|
|
|
693
|
Dorsey Wright & Associates
Pasadena,
California
|
$317K
|
-$53.3K
|
-218
|
-15%
|
|
|
694
|
LWM Advisory Services
Plantation,
Florida
|
$317K
|
+$302K
|
+1,234
|
New
|
|
|
695
|
Arete Wealth Advisors
Chicago,
Illinois
|
$315K
|
–
|
–
|
–
|
|
|
696
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$315K
|
–
|
–
|
–
|
|
|
697
|
Pluribus Labs
Mill Valley,
California
|
$314K
|
+$299K
|
+1,223
|
New
|
|
|
698
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$313K
|
+$299K
|
+1,220
|
New
|
|
|
699
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$312K
|
–
|
–
|
–
|
|
|
700
|
Pathstone Family Office
Englewood,
New Jersey
|
$312K
|
+$92.3K
|
+377
|
+45%
|
|
