|
326
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$265K
|
+$46.7K
|
+760
|
+19%
|
|
|
327
|
Daiwa Securities Group
Tokyo,
Japan
|
$256K
|
+$22.7K
|
+370
|
+9%
|
|
|
328
|
Fifth Lane Capital
Austin,
Texas
|
$252K
|
+$272K
|
+4,425
|
New
|
|
|
329
|
Moody National Bank Trust Division
Galveston,
Texas
|
$247K
|
+$267K
|
+4,345
|
New
|
|
|
330
|
Atria Wealth Solutions
New York
|
$245K
|
-$51.8K
|
-844
|
-16%
|
|
|
331
|
Clarius Group LLC
Seattle,
Washington
|
$235K
|
–
|
–
|
–
|
|
|
332
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
333
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$232K
|
+$13.8K
|
+224
|
+6%
|
|
|
334
|
Congress Wealth Management
Boston,
Massachusetts
|
$232K
|
-$268K
|
-4,365
|
-52%
|
|
|
335
|
Concurrent Investment Advisors
Tampa,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
336
|
Beck Bode LLC
Dedham,
Massachusetts
|
$230K
|
-$71.5K
|
-1,165
|
-22%
|
|
|
337
|
Kestra Advisory Services
Austin,
Texas
|
$229K
|
-$174K
|
-2,828
|
-41%
|
|
|
338
|
Waverly Advisors
Birmingham,
Alabama
|
$229K
|
-$17.3K
|
-281
|
-7%
|
|
|
339
|
Manchester Financial
Westlake Village,
California
|
$227K
|
+$246K
|
+4,000
|
New
|
|
|
340
|
Atria Investments
Charlotte,
North Carolina
|
$222K
|
+$240K
|
+3,911
|
New
|
|
|
341
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$219K
|
+$8.6K
|
+140
|
+4%
|
|
|
342
|
Level Four Advisory Services
Dallas,
Texas
|
$219K
|
-$490K
|
-7,985
|
-67%
|
|
|
343
|
Coldstream Capital Management
Bellevue,
Washington
|
$218K
|
+$236K
|
+3,839
|
New
|
|
|
344
|
Pacer Advisors
Malvern,
Pennsylvania
|
$216K
|
-$75.5K
|
-1,230
|
-24%
|
|
|
345
|
Palumbo Wealth Management
Great Neck,
New York
|
$216K
|
+$233K
|
+3,796
|
New
|
|
|
346
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$215K
|
+$232K
|
+3,780
|
New
|
|
|
347
|
NewEdge Advisors
New Orleans,
Louisiana
|
$213K
|
-$15.3K
|
-250
|
-6%
|
|
|
348
|
Freedom Investment Management
Hartford,
Connecticut
|
$212K
|
+$229K
|
+3,732
|
New
|
|
|
349
|
|
$212K
|
+$229K
|
+3,732
|
New
|
|
|
350
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$206K
|
-$258K
|
-4,204
|
-54%
|
|
