|
226
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$467K
|
+$41.5K
|
+2,363
|
+9%
|
|
|
227
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$465K
|
–
|
–
|
–
|
|
|
228
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$462K
|
+$72.1K
|
+4,112
|
+16%
|
|
|
229
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$461K
|
-$18K
|
-1,025
|
-3%
|
|
|
230
|
Colony Family Offices
Charlotte,
North Carolina
|
$451K
|
+$505K
|
+28,804
|
New
|
|
|
231
|
Raymond James Trust
St. Petersburg,
Florida
|
$449K
|
-$32.4K
|
-1,846
|
-6%
|
|
|
232
|
NewEdge Advisors
New Orleans,
Louisiana
|
$447K
|
+$165K
|
+9,393
|
+49%
|
|
|
233
|
TD Private Client Wealth
New York
|
$438K
|
+$239K
|
+13,629
|
+95%
|
|
|
234
|
Regions Financial Corp
Birmingham,
Alabama
|
$429K
|
+$480K
|
+27,364
|
New
|
|
|
235
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$428K
|
+$88.9K
|
+5,069
|
+23%
|
|
|
236
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$423K
|
+$143K
|
+8,141
|
+43%
|
|
|
237
|
Guggenheim Capital
Chicago,
Illinois
|
$418K
|
+$34.8K
|
+1,982
|
+8%
|
|
|
238
|
Pitcairn
Conshohocken,
Pennsylvania
|
$414K
|
+$463K
|
+26,402
|
New
|
|
|
239
|
|
$413K
|
+$462K
|
+26,360
|
New
|
|
|
240
|
FDx Advisors
Chicago,
Illinois
|
$407K
|
+$456K
|
+25,991
|
New
|
|
|
241
|
YorkBridge Wealth Partners
New York
|
$406K
|
+$455K
|
+25,918
|
New
|
|
|
242
|
Grimes & Company
Westborough,
Massachusetts
|
$395K
|
-$15.8K
|
-900
|
-3%
|
|
|
243
|
Gifford Fong Associates
Lafayette,
California
|
$392K
|
+$439K
|
+25,000
|
New
|
|
|
244
|
Swedbank
Stockholm,
Sweden
|
$384K
|
+$209K
|
+11,896
|
+94%
|
|
|
245
|
Vise Technologies
New York
|
$379K
|
+$85.4K
|
+4,869
|
+25%
|
|
|
246
|
WMS Partners
Towson,
Maryland
|
$376K
|
–
|
–
|
–
|
|
|
247
|
Montag & Associates
Atlanta,
Georgia
|
$369K
|
–
|
–
|
–
|
|
|
248
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$369K
|
+$42.2K
|
+2,406
|
+11%
|
|
|
249
|
First National Bank of Omaha
Omaha,
Nebraska
|
$368K
|
+$412K
|
+23,506
|
New
|
|
|
250
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$367K
|
+$45K
|
+2,565
|
+12%
|
|
