|
526
|
Gifford Fong Associates
Lafayette,
California
|
$253K
|
–
|
–
|
–
|
|
|
527
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$252K
|
-$10.7K
|
-147
|
-4%
|
|
|
528
|
Athena Investment Management
Orinda,
California
|
$252K
|
+$1.17K
|
+16
|
+0.4%
|
|
|
529
|
NTV Asset Management
Charleston,
West Virginia
|
$251K
|
+$269K
|
+3,678
|
New
|
|
|
530
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$250K
|
+$268K
|
+3,662
|
New
|
|
|
531
|
|
$250K
|
+$268K
|
+3,662
|
New
|
|
|
532
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$250K
|
-$26.6K
|
-364
|
-9%
|
|
|
533
|
Fund Management at Engine No 1
San Francisco,
California
|
$249K
|
+$24K
|
+329
|
+10%
|
|
|
534
|
Delta Asset Management
Memphis,
Tennessee
|
$249K
|
+$14.6K
|
+200
|
+6%
|
|
|
535
|
MAI Capital Management
Independence,
Ohio
|
$247K
|
+$265K
|
+3,630
|
New
|
|
|
536
|
HB Wealth Management
Atlanta,
Georgia
|
$247K
|
+$264K
|
+3,616
|
New
|
|
|
537
|
Parallel Advisors
San Francisco,
California
|
$241K
|
+$49.2K
|
+673
|
+23%
|
|
|
538
|
Horizon Investments
Charlotte,
North Carolina
|
$240K
|
+$3.22K
|
+44
|
+1%
|
|
|
539
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$239K
|
-$9.79K
|
-134
|
-4%
|
|
|
540
|
First City Capital Management
Savannah,
Georgia
|
$239K
|
+$7.31K
|
+100
|
+3%
|
|
|
541
|
SG Americas Securities
New York
|
$234K
|
-$568K
|
-7,776
|
-69%
|
|
|
542
|
Commerce Bank
Kansas City,
Missouri
|
$232K
|
-$44.6K
|
-610
|
-15%
|
|
|
543
|
Kestra Advisory Services
Austin,
Texas
|
$231K
|
+$248K
|
+3,395
|
New
|
|
|
544
|
Forum Financial Management
Lombard,
Illinois
|
$231K
|
+$585
|
+8
|
+0.2%
|
|
|
545
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$231K
|
+$247K
|
+3,386
|
New
|
|
|
546
|
Washington Trust Bank
Spokane,
Washington
|
$230K
|
–
|
–
|
–
|
|
|
547
|
Legacy Capital Group California
Los Gatos,
California
|
$223K
|
+$37.8K
|
+517
|
+19%
|
|
|
548
|
Cutler Group
San Francisco,
California
|
$222K
|
+$238K
|
+3,259
|
New
|
|
|
549
|
|
$214K
|
-$13.9K
|
-190
|
-6%
|
|
|
550
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$213K
|
+$229K
|
+3,127
|
New
|
|
