|
601
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.7M
|
+$1.4M
|
+14,535
|
+89%
|
|
|
602
|
Lipe & Dalton
Syracuse,
New York
|
$2.69M
|
-$33.7K
|
-349
|
-1%
|
|
|
603
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.66M
|
+$2.94M
|
+30,438
|
New
|
|
|
604
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.63M
|
+$629K
|
+6,523
|
+28%
|
|
|
605
|
Caption Management
Oklahoma City,
Oklahoma
|
$2.62M
|
-$965K
|
-10,000
|
-25%
|
|
|
606
|
Gifford Fong Associates
Lafayette,
California
|
$2.62M
|
–
|
–
|
–
|
|
|
607
|
VanEck Associates
New York
|
$2.61M
|
+$364K
|
+3,774
|
+14%
|
|
|
608
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.56M
|
+$296K
|
+3,067
|
+12%
|
|
|
609
|
Prelude Capital Management
New York
|
$2.55M
|
-$1.04M
|
-10,732
|
-27%
|
|
|
610
|
Occidental Asset Management
Burlingame,
California
|
$2.54M
|
+$10.6K
|
+110
|
+0.4%
|
|
|
611
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$2.53M
|
–
|
–
|
–
|
|
|
612
|
Essex Financial Services
Essex,
Connecticut
|
$2.53M
|
-$3.87M
|
-40,116
|
-58%
|
|
|
613
|
Carret Asset Management
New York
|
$2.52M
|
+$109K
|
+1,130
|
+4%
|
|
|
614
|
Equitable Trust
Nashville,
Tennessee
|
$2.49M
|
-$59.3K
|
-615
|
-2%
|
|
|
615
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$2.48M
|
+$164K
|
+1,705
|
+6%
|
|
|
616
|
Venture Visionary Partners
Sylvania,
Ohio
|
$2.46M
|
-$59.7K
|
-619
|
-2%
|
|
|
617
|
Paloma Partners
Greenwich,
Connecticut
|
$2.46M
|
-$5.91M
|
-61,228
|
-69%
|
|
|
618
|
Park Avenue Securities
New York
|
$2.46M
|
-$3.28K
|
-34
|
-0.1%
|
|
|
619
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.43M
|
+$227K
|
+2,348
|
+9%
|
|
|
620
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.43M
|
+$276K
|
+2,863
|
+12%
|
|
|
621
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$2.42M
|
–
|
–
|
–
|
|
|
622
|
Williams Jones Wealth Management
New York
|
$2.41M
|
-$535K
|
-5,546
|
-17%
|
|
|
623
|
Freedom Day Solutions
Houston,
Texas
|
$2.4M
|
-$93.9K
|
-973
|
-3%
|
|
|
624
|
Dimension Capital Management
Coral Gables,
Florida
|
$2.37M
|
-$5.21K
|
-54
|
-0.2%
|
|
|
625
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.34M
|
+$260K
|
+2,700
|
+11%
|
|
