|
626
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$936K
|
+$86.5K
|
+939
|
+11%
|
|
|
627
|
Wambolt & Associates
Littleton,
Colorado
|
$925K
|
+$5.07K
|
+55
|
+0.6%
|
|
|
628
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$921K
|
-$13.8K
|
-150
|
-2%
|
|
|
629
|
Soltis Investment Advisors
St. George,
Utah
|
$917K
|
-$111K
|
-1,209
|
-11%
|
|
|
630
|
|
$914K
|
+$182K
|
+1,980
|
+27%
|
|
|
631
|
Palumbo Wealth Management
Great Neck,
New York
|
$896K
|
+$57.1K
|
+620
|
+7%
|
|
|
632
|
Greytown Advisors
Miami,
Florida
|
$887K
|
+$168K
|
+1,826
|
+25%
|
|
|
633
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$882K
|
-$368
|
-4
|
-0%
|
|
|
634
|
FORA Capital
Miami,
Florida
|
$881K
|
+$162K
|
+1,757
|
+24%
|
|
|
635
|
West Paces Advisors
Atlanta,
Georgia
|
$879K
|
+$7.18K
|
+78
|
+0.9%
|
|
|
636
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$875K
|
-$157K
|
-1,709
|
-16%
|
|
|
637
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$872K
|
+$4.51K
|
+49
|
+0.6%
|
|
|
638
|
Asset Management Group
Stamford,
Connecticut
|
$869K
|
+$51.8K
|
+562
|
+7%
|
|
|
639
|
|
$868K
|
+$1.57K
|
+17
|
+0.2%
|
|
|
640
|
Valmark Advisers
Akron,
Ohio
|
$863K
|
+$49.7K
|
+540
|
+7%
|
|
|
641
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$859K
|
-$1.84K
|
-20
|
-0.2%
|
|
|
642
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$854K
|
-$2.76K
|
-30
|
-0.3%
|
|
|
643
|
SVB Wealth
Boston,
Massachusetts
|
$851K
|
-$154K
|
-1,673
|
-16%
|
|
|
644
|
Private Trust Company
Cleveland,
Ohio
|
$851K
|
+$13.9K
|
+151
|
+2%
|
|
|
645
|
Brown Brothers Harriman & Co
New York
|
$849K
|
-$83.9K
|
-911
|
-10%
|
|
|
646
|
Fiduciary Trust
Boston,
Massachusetts
|
$848K
|
–
|
–
|
–
|
|
|
647
|
Kestra Private Wealth Services
Austin,
Texas
|
$845K
|
+$11.6K
|
+126
|
+1%
|
|
|
648
|
Close Asset Management
London,
United Kingdom
|
$843K
|
+$792K
|
+8,600
|
New
|
|
|
649
|
Paradigm Asset Management
New York
|
$843K
|
-$27.6K
|
-300
|
-3%
|
|
|
650
|
Cohen Klingenstein
New York
|
$833K
|
–
|
–
|
–
|
|
