|
526
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$610K
|
-$10.2K
|
-165
|
-1%
|
|
|
527
|
Kestra Private Wealth Services
Austin,
Texas
|
$600K
|
+$113K
|
+1,824
|
+19%
|
|
|
528
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$596K
|
-$8.7K
|
-141
|
-1%
|
|
|
529
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$588K
|
+$44K
|
+713
|
+7%
|
|
|
530
|
SignatureFD
Atlanta,
Georgia
|
$582K
|
-$58.2K
|
-943
|
-8%
|
|
|
531
|
Lido Advisors
Los Angeles,
California
|
$579K
|
+$85.9K
|
+1,392
|
+15%
|
|
|
532
|
Snowden Capital Advisors
New York
|
$575K
|
-$65.2K
|
-1,057
|
-9%
|
|
|
533
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$575K
|
–
|
–
|
–
|
|
|
534
|
|
$572K
|
+$50.6K
|
+820
|
+8%
|
|
|
535
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$559K
|
-$15.4K
|
-250
|
-2%
|
|
|
536
|
Washington Capital Management
Seattle,
Washington
|
$555K
|
+$644K
|
+10,435
|
New
|
|
|
537
|
Fulton Bank
Lancaster,
Pennsylvania
|
$554K
|
+$27.5K
|
+446
|
+4%
|
|
|
538
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$552K
|
+$640K
|
+10,377
|
New
|
|
|
539
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$551K
|
-$646K
|
-10,467
|
-50%
|
|
|
540
|
Ballentine Partners
Waltham,
Massachusetts
|
$549K
|
+$70.2K
|
+1,137
|
+12%
|
|
|
541
|
Osborne Partners Capital Management
San Francisco,
California
|
$546K
|
–
|
–
|
–
|
|
|
542
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$545K
|
+$632K
|
+10,245
|
New
|
|
|
543
|
Level Four Advisory Services
Dallas,
Texas
|
$544K
|
+$7.47K
|
+121
|
+1%
|
|
|
544
|
|
$543K
|
+$354K
|
+5,729
|
+128%
|
|
|
545
|
Evergreen Capital Management
Bellevue,
Washington
|
$539K
|
-$20.4K
|
-331
|
-3%
|
|
|
546
|
Virtue Capital Management
Brentwood,
Tennessee
|
$539K
|
–
|
–
|
–
|
|
|
547
|
|
$536K
|
+$23.5K
|
+381
|
+4%
|
|
|
548
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$535K
|
-$2.84M
|
-46,082
|
-82%
|
|
|
549
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$533K
|
+$345K
|
+5,598
|
+126%
|
|
|
550
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$532K
|
-$30.9K
|
-500
|
-5%
|
|
