|
601
|
Fiduciary Trust
Boston,
Massachusetts
|
$568K
|
+$281K
|
+13,846
|
+110%
|
|
|
602
|
NewEdge Advisors
New Orleans,
Louisiana
|
$566K
|
-$372K
|
-18,301
|
-41%
|
|
|
603
|
Diversify Advisory Services
Sandy,
Utah
|
$565K
|
+$540K
|
+26,611
|
New
|
|
|
604
|
Steward Partners Investment Advisory
New York
|
$564K
|
-$66.9K
|
-3,297
|
-11%
|
|
|
605
|
Evercore Wealth Management
New York
|
$562K
|
+$25.4K
|
+1,251
|
+5%
|
|
|
606
|
Equitable Trust
Nashville,
Tennessee
|
$538K
|
+$126K
|
+6,218
|
+33%
|
|
|
607
|
Pinion Investment Advisors
Wichita,
Kansas
|
$534K
|
+$85.5K
|
+4,213
|
+20%
|
|
|
608
|
BOK Financial
Tulsa,
Oklahoma
|
$533K
|
+$9.5K
|
+468
|
+2%
|
|
|
609
|
|
$533K
|
+$135K
|
+6,660
|
+37%
|
|
|
610
|
Steph & Co
Marinette,
Wisconsin
|
$530K
|
+$38.4K
|
+1,890
|
+8%
|
|
|
611
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$530K
|
+$28K
|
+1,378
|
+6%
|
|
|
612
|
Sequoia Financial Advisors
Akron,
Ohio
|
$529K
|
-$309K
|
-15,211
|
-38%
|
|
|
613
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$529K
|
+$121K
|
+5,974
|
+32%
|
|
|
614
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$525K
|
+$112K
|
+5,524
|
+29%
|
|
|
615
|
Welch & Forbes
Boston,
Massachusetts
|
$522K
|
–
|
–
|
–
|
|
|
616
|
Avior Wealth Management
Omaha,
Nebraska
|
$521K
|
+$162K
|
+7,981
|
+49%
|
|
|
617
|
Empirical Finance
Havertown,
Pennsylvania
|
$519K
|
+$51.7K
|
+2,545
|
+12%
|
|
|
618
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$511K
|
-$35.9K
|
-1,770
|
-7%
|
|
|
619
|
Insigneo Advisory Services
Miami,
Florida
|
$505K
|
-$2.31K
|
-114
|
-0.5%
|
|
|
620
|
Vontobel Holding
Zurich,
Switzerland
|
$505K
|
+$478K
|
+23,531
|
New
|
|
|
621
|
Boyar Asset Management
New York
|
$501K
|
+$474K
|
+23,367
|
New
|
|
|
622
|
Tradition Wealth Management
Edina,
Minnesota
|
$501K
|
+$41.5K
|
+2,046
|
+10%
|
|
|
623
|
Davis Capital Management
Jacksonville,
Florida
|
$500K
|
+$478K
|
+23,531
|
New
|
|
|
624
|
Bayesian Capital Management
Brooklyn,
New York
|
$496K
|
-$934K
|
-46,000
|
-67%
|
|
|
625
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$494K
|
-$6.78K
|
-334
|
-1%
|
|
