|
601
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$467K
|
+$207K
|
+3,382
|
+48%
|
|
|
602
|
NWAM LLC
Mercer Island,
Washington
|
$466K
|
-$488K
|
-7,989
|
-44%
|
|
|
603
|
TIAA FSB
Jacksonville,
Florida
|
$460K
|
+$623K
|
+10,206
|
New
|
|
|
604
|
Kendall Capital Management
Rockville,
Maryland
|
$454K
|
-$18.3K
|
-300
|
-3%
|
|
|
605
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$451K
|
-$60.5M
|
-990,000
|
-99%
|
|
|
606
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$451K
|
-$57.4K
|
-939
|
-9%
|
|
|
607
|
Hollencrest Capital Management
Newport Beach,
California
|
$451K
|
+$611K
|
+10,000
|
New
|
|
|
608
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$451K
|
+$611K
|
+10,000
|
New
|
|
|
609
|
Springowl Associates
New York
|
$451K
|
+$611K
|
+10,000
|
New
|
|
|
610
|
Geneos Wealth Management
Englewood,
Colorado
|
$449K
|
+$64.1K
|
+1,050
|
+11%
|
|
|
611
|
Veritable
Wilmington,
Delaware
|
$446K
|
-$142K
|
-2,322
|
-19%
|
|
|
612
|
Essex Financial Services
Essex,
Connecticut
|
$446K
|
+$78.9K
|
+1,291
|
+15%
|
|
|
613
|
Collective Family Office
York,
Pennsylvania
|
$442K
|
-$36.7K
|
-600
|
-6%
|
|
|
614
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$442K
|
+$598K
|
+9,792
|
New
|
|
|
615
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$440K
|
+$8.13K
|
+133
|
+1%
|
|
|
616
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$437K
|
+$592K
|
+9,695
|
New
|
|
|
617
|
Parallel Advisors
San Francisco,
California
|
$437K
|
-$161K
|
-2,641
|
-21%
|
|
|
618
|
KeyBank National Association
Cleveland,
Ohio
|
$437K
|
-$45.5K
|
-744
|
-7%
|
|
|
619
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$437K
|
+$592K
|
+9,683
|
New
|
|
|
620
|
SeaCrest Wealth Management
Purchase,
New York
|
$434K
|
-$2.07M
|
-33,853
|
-78%
|
|
|
621
|
Meridian Wealth Management
Lexington,
Kentucky
|
$431K
|
+$583K
|
+9,550
|
New
|
|
|
622
|
Kore Private Wealth
New York
|
$427K
|
+$157K
|
+2,566
|
+37%
|
|
|
623
|
Prelude Capital Management
New York
|
$426K
|
+$222K
|
+3,636
|
+63%
|
|
|
624
|
Kalos Management
Alpharetta,
Georgia
|
$419K
|
-$15.1K
|
-247
|
-2%
|
|
|
625
|
Wedbush Securities
Los Angeles,
California
|
$416K
|
-$606K
|
-9,927
|
-52%
|
|