|
501
|
Venture Visionary Partners
Sylvania,
Ohio
|
$258K
|
+$255K
|
+1,518
|
New
|
|
|
502
|
Rothschild Investment LLC
Chicago,
Illinois
|
$257K
|
–
|
–
|
–
|
|
|
503
|
Vivaldi Capital Management
Chicago,
Illinois
|
$255K
|
–
|
–
|
–
|
|
|
504
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$255K
|
+$252K
|
+1,501
|
New
|
|
|
505
|
|
$254K
|
+$5.03K
|
+30
|
+2%
|
|
|
506
|
SVB Wealth
Boston,
Massachusetts
|
$253K
|
+$3.02K
|
+18
|
+1%
|
|
|
507
|
|
$253K
|
+$11.1K
|
+66
|
+5%
|
|
|
508
|
Fortis Capital Management
Bellevue,
Washington
|
$253K
|
+$249K
|
+1,486
|
New
|
|
|
509
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$248K
|
+$81.2K
|
+484
|
+50%
|
|
|
510
|
Northeast Investment Management
Boston,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
511
|
Bartlett & Co
Cincinnati,
Ohio
|
$247K
|
+$81.2K
|
+484
|
+50%
|
|
|
512
|
Avantax Advisory Services
Dallas,
Texas
|
$246K
|
-$230K
|
-1,373
|
-49%
|
|
|
513
|
Gofen & Glossberg
Chicago,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
514
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$243K
|
-$16.8K
|
-100
|
-7%
|
|
|
515
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$239K
|
+$236K
|
+1,408
|
New
|
|
|
516
|
Citadel Advisors
Miami,
Florida
|
$238K
|
-$11.7M
|
-69,754
|
-98%
|
|
|
517
|
Birmingham Capital Management
Birmingham,
Alabama
|
$238K
|
–
|
–
|
–
|
|
|
518
|
Fairpointe Capital
Chicago,
Illinois
|
$237K
|
–
|
–
|
–
|
|
|
519
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$235K
|
-$6.71K
|
-40
|
-3%
|
|
|
520
|
Hilltop Holdings
Dallas,
Texas
|
$232K
|
+$229K
|
+1,368
|
New
|
|
|
521
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$231K
|
-$16.4K
|
-98
|
-7%
|
|
|
522
|
|
$231K
|
+$216K
|
+1,286
|
New
|
|
|
523
|
Clarius Group LLC
Seattle,
Washington
|
$231K
|
+$228K
|
+1,361
|
New
|
|
|
524
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$229K
|
+$38.4K
|
+229
|
+20%
|
|
|
525
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$228K
|
+$3.69K
|
+22
|
+2%
|
|
