|
476
|
Transform Wealth
Greenwood Village,
Colorado
|
$335K
|
+$4.43K
|
+188
|
+1%
|
|
|
477
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$335K
|
-$4.95K
|
-210
|
-1%
|
|
|
478
|
Maverick Capital
Dallas,
Texas
|
$330K
|
-$599K
|
-25,419
|
-64%
|
|
|
479
|
HM Payson & Co
Portland,
Maine
|
$328K
|
+$495
|
+21
|
+0.1%
|
|
|
480
|
SVB Wealth
Boston,
Massachusetts
|
$328K
|
-$74.5K
|
-3,162
|
-18%
|
|
|
481
|
Crestmont Private Wealth
Houston,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
482
|
Freestone Capital Holdings
Seattle,
Washington
|
$325K
|
–
|
–
|
–
|
|
|
483
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$324K
|
+$331K
|
+14,061
|
New
|
|
|
484
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$323K
|
-$392K
|
-16,638
|
-54%
|
|
|
485
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$318K
|
+$40.9K
|
+1,737
|
+14%
|
|
|
486
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$317K
|
-$287K
|
-12,189
|
-47%
|
|
|
487
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$317K
|
-$36.2K
|
-1,537
|
-10%
|
|
|
488
|
Raymond James Trust
St. Petersburg,
Florida
|
$314K
|
-$81.7K
|
-3,468
|
-20%
|
|
|
489
|
Valeo Financial Advisors
Carmel,
Indiana
|
$311K
|
+$33.1K
|
+1,404
|
+12%
|
|
|
490
|
Pitcairn
Conshohocken,
Pennsylvania
|
$311K
|
+$14K
|
+596
|
+5%
|
|
|
491
|
Moody National Bank Trust Division
Galveston,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
492
|
Avantax Advisory Services
Dallas,
Texas
|
$305K
|
-$166K
|
-7,046
|
-35%
|
|
|
493
|
Chilton Capital Management
Houston,
Texas
|
$304K
|
+$4.71K
|
+200
|
+2%
|
|
|
494
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$304K
|
+$44.7K
|
+1,900
|
+17%
|
|
|
495
|
Lido Advisors
Los Angeles,
California
|
$302K
|
+$309K
|
+13,131
|
New
|
|
|
496
|
|
$298K
|
–
|
–
|
–
|
|
|
497
|
Members Trust
Tampa,
Florida
|
$295K
|
+$37.2K
|
+1,581
|
+14%
|
|
|
498
|
Prelude Capital Management
New York
|
$294K
|
+$301K
|
+12,772
|
New
|
|
|
499
|
Rockefeller Capital Management
New York
|
$294K
|
+$37.3K
|
+1,583
|
+14%
|
|
|
500
|
Verity Asset Management
Durham,
North Carolina
|
$292K
|
+$299K
|
+12,694
|
New
|
|
