|
401
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$338K
|
+$36.4K
|
+149
|
+13%
|
|
|
402
|
MBB Public Markets
Chicago,
Illinois
|
$331K
|
-$611K
|
-2,499
|
-66%
|
|
|
403
|
Wealth Alliance
Mellville,
New York
|
$324K
|
+$15.2K
|
+62
|
+5%
|
|
|
404
|
Argent Trust Co
Nashville,
Tennessee
|
$321K
|
–
|
–
|
–
|
|
|
405
|
Continental Investors Services
Longview,
Washington
|
$320K
|
+$978
|
+4
|
+0.3%
|
|
|
406
|
Great Lakes Retirement
Sandusky,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
407
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$317K
|
-$9.53K
|
-39
|
-3%
|
|
|
408
|
Empirical Finance
Havertown,
Pennsylvania
|
$315K
|
+$16.9K
|
+69
|
+6%
|
|
|
409
|
Private Trust Company
Cleveland,
Ohio
|
$314K
|
-$4.64K
|
-19
|
-2%
|
|
|
410
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$311K
|
-$22K
|
-90
|
-7%
|
|
|
411
|
GTS Securities
Miami,
Florida
|
$311K
|
+$290K
|
+1,185
|
New
|
|
|
412
|
First Western Trust Bank
Denver,
Colorado
|
$306K
|
+$1.96K
|
+8
|
+0.7%
|
|
|
413
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$303K
|
-$979K
|
-4,003
|
-78%
|
|
|
414
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$289K
|
–
|
–
|
–
|
|
|
415
|
Institute for Wealth Management
Denver,
Colorado
|
$288K
|
+$268K
|
+1,097
|
New
|
|
|
416
|
Portside Wealth Group
Provo,
Utah
|
$285K
|
+$26.4K
|
+108
|
+11%
|
|
|
417
|
Phoenix Financial
Givatayim,
Israel
|
$284K
|
+$22.7K
|
+93
|
+9%
|
|
|
418
|
Mather Group
Chicago,
Illinois
|
$281K
|
-$4.16K
|
-17
|
-2%
|
|
|
419
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$279K
|
-$3.18K
|
-13
|
-1%
|
|
|
420
|
V-Square Quantitative Management
Chicago,
Illinois
|
$278K
|
+$9.29K
|
+38
|
+4%
|
|
|
421
|
Farther Finance Advisors
San Francisco,
California
|
$271K
|
-$141K
|
-578
|
-36%
|
|
|
422
|
Revisor Wealth Management
Akron,
Ohio
|
$264K
|
+$4.89K
|
+20
|
+2%
|
|
|
423
|
Aureus Asset Management
Boston,
Massachusetts
|
$264K
|
–
|
–
|
–
|
|
|
424
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$263K
|
+$25.2K
|
+103
|
+11%
|
|
|
425
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$263K
|
+$244K
|
+1,000
|
New
|
|
