|
451
|
SVB Wealth
Boston,
Massachusetts
|
$249K
|
+$265K
|
+6,281
|
New
|
|
|
452
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$247K
|
–
|
–
|
–
|
|
|
453
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$243K
|
–
|
–
|
–
|
|
|
454
|
SignatureFD
Atlanta,
Georgia
|
$243K
|
+$69.3K
|
+1,646
|
+37%
|
|
|
455
|
|
$241K
|
+$34.7K
|
+825
|
+16%
|
|
|
456
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$241K
|
+$34.7K
|
+825
|
+16%
|
|
|
457
|
Counterpoint Mutual Funds
San Diego,
California
|
$240K
|
+$190K
|
+4,520
|
+296%
|
|
|
458
|
Savant Capital
Rockford,
Illinois
|
$240K
|
+$255K
|
+6,057
|
New
|
|
|
459
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$239K
|
+$29.4K
|
+697
|
+13%
|
|
|
460
|
Kestra Private Wealth Services
Austin,
Texas
|
$236K
|
-$463
|
-11
|
-0.2%
|
|
|
461
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$233K
|
+$31K
|
+735
|
+14%
|
|
|
462
|
Atria Wealth Solutions
New York
|
$232K
|
-$89.6K
|
-2,128
|
-27%
|
|
|
463
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$228K
|
-$548
|
-13
|
-0.2%
|
|
|
464
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$227K
|
-$7.16K
|
-170
|
-3%
|
|
|
465
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$227K
|
+$242K
|
+5,735
|
New
|
|
|
466
|
Equitable Trust
Nashville,
Tennessee
|
$226K
|
–
|
–
|
–
|
|
|
467
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$219K
|
-$8.97K
|
-213
|
-4%
|
|
|
468
|
Maryland Capital Management
Towson,
Maryland
|
$218K
|
–
|
–
|
–
|
|
|
469
|
Rothschild Investment LLC
Chicago,
Illinois
|
$218K
|
–
|
–
|
–
|
|
|
470
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$216K
|
-$19.4K
|
-461
|
-8%
|
|
|
471
|
Keebeck Wealth Management
Chicago,
Illinois
|
$216K
|
+$253
|
+6
|
+0.1%
|
|
|
472
|
Patron Partners
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
473
|
Liberty Wealth Management
Oakland,
California
|
$213K
|
+$168
|
+4
|
+0.1%
|
|
|
474
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$210K
|
–
|
–
|
–
|
|
|
475
|
Exane Derivatives
Paris,
France
|
$210K
|
+$164K
|
+3,888
|
+276%
|
|
