|
551
|
Recurrent Investment Advisors
Houston,
Texas
|
$613K
|
–
|
–
|
–
|
|
|
552
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$613K
|
+$219K
|
+2,060
|
+49%
|
|
|
553
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$612K
|
+$544K
|
+5,118
|
+465%
|
|
|
554
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$600K
|
+$8.29K
|
+78
|
+1%
|
|
|
555
|
Corient Capital Partners
Newport Beach,
California
|
$599K
|
-$22K
|
-207
|
-3%
|
|
|
556
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$595K
|
+$321K
|
+3,018
|
+101%
|
|
|
557
|
Sanders Morris Harris
Houston,
Texas
|
$592K
|
–
|
–
|
–
|
|
|
558
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$591K
|
+$55.3K
|
+520
|
+9%
|
|
|
559
|
Premier Asset Management
Chicago,
Illinois
|
$587K
|
-$160K
|
-1,502
|
-20%
|
|
|
560
|
Strategic Advisors
New York
|
$587K
|
-$3.19K
|
-30
|
-0.5%
|
|
|
561
|
Bouchey Financial Group
Troy,
New York
|
$582K
|
+$2.02K
|
+19
|
+0.3%
|
|
|
562
|
Clearview Wealth Advisors
Salem,
Oregon
|
$575K
|
+$47.3K
|
+445
|
+8%
|
|
|
563
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$572K
|
-$1.29M
|
-12,160
|
-68%
|
|
|
564
|
Institute for Wealth Management
Denver,
Colorado
|
$571K
|
+$174K
|
+1,638
|
+39%
|
|
|
565
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$564K
|
-$12.8K
|
-120
|
-2%
|
|
|
566
|
Calamos Wealth Management
Naperville,
Illinois
|
$558K
|
–
|
–
|
–
|
|
|
567
|
Tidal Investments
Milwaukee,
Wisconsin
|
$557K
|
+$220K
|
+2,067
|
+58%
|
|
|
568
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$556K
|
+$79.7K
|
+750
|
+15%
|
|
|
569
|
Caldwell Trust
Venice,
Florida
|
$555K
|
+$69.3K
|
+652
|
+13%
|
|
|
570
|
Wimmer Associates 1
Pasadena,
California
|
$553K
|
+$17K
|
+160
|
+3%
|
|
|
571
|
Blue Edge Capital
Richmond,
Virginia
|
$552K
|
–
|
–
|
–
|
|
|
572
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$550K
|
-$119K
|
-1,117
|
-17%
|
|
|
573
|
Grove Bank & Trust
Miami,
Florida
|
$549K
|
–
|
–
|
–
|
|
|
574
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$546K
|
-$21.3K
|
-200
|
-3%
|
|
|
575
|
Cetera Advisors
Denver,
Colorado
|
$546K
|
+$28.1K
|
+264
|
+5%
|
|
