|
526
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$225K
|
+$17.8K
|
+1,208
|
+9%
|
|
|
527
|
United Capital Financial Advisors
Irving,
Texas
|
$219K
|
-$20K
|
-1,360
|
-9%
|
|
|
528
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$219K
|
–
|
–
|
–
|
|
|
529
|
Bartlett & Co
Cincinnati,
Ohio
|
$219K
|
–
|
–
|
–
|
|
|
530
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$218K
|
+$202K
|
+13,686
|
New
|
|
|
531
|
Freestone Capital Holdings
Seattle,
Washington
|
$218K
|
-$31K
|
-2,102
|
-13%
|
|
|
532
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$217K
|
-$47.9K
|
-3,250
|
-19%
|
|
|
533
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$217K
|
+$200K
|
+13,593
|
New
|
|
|
534
|
Kestra Private Wealth Services
Austin,
Texas
|
$215K
|
+$32.3K
|
+2,194
|
+19%
|
|
|
535
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$212K
|
+$196K
|
+13,299
|
New
|
|
|
536
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$211K
|
–
|
–
|
–
|
|
|
537
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$209K
|
+$193K
|
+13,097
|
New
|
|
|
538
|
E Fund Management
Guangzhou,
China
|
$208K
|
–
|
–
|
–
|
|
|
539
|
Snowden Capital Advisors
New York
|
$208K
|
-$1.96K
|
-133
|
-1%
|
|
|
540
|
Astoria Portfolio Advisors
New York
|
$208K
|
+$22K
|
+1,494
|
+13%
|
|
|
541
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$207K
|
+$38.8K
|
+2,630
|
+25%
|
|
|
542
|
Patton Fund Management
Dallas,
Texas
|
$206K
|
+$191K
|
+12,938
|
New
|
|
|
543
|
|
$203K
|
–
|
–
|
–
|
|
|
544
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
545
|
Moody National Bank Trust Division
Galveston,
Texas
|
$201K
|
–
|
–
|
–
|
|
|
546
|
Nomura Holdings
Tokyo,
Japan
|
$201K
|
+$3.58K
|
+243
|
+2%
|
|
|
547
|
|
$198K
|
+$183K
|
+12,415
|
New
|
|
|
548
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$197K
|
+$180K
|
+12,231
|
New
|
|
|
549
|
Ironwood Investment Management
Boston,
Massachusetts
|
$193K
|
-$17.7K
|
-1,200
|
-9%
|
|
|
550
|
Auxier Asset Management
Aurora,
Oregon
|
$189K
|
–
|
–
|
–
|
|
