|
501
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$847K
|
+$798K
|
+2,960
|
New
|
|
|
502
|
Empirical Wealth Management
Seattle,
Washington
|
$841K
|
+$57.4K
|
+213
|
+8%
|
|
|
503
|
Savant Capital
Rockford,
Illinois
|
$839K
|
–
|
–
|
–
|
|
|
504
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$824K
|
+$314K
|
+1,163
|
+68%
|
|
|
505
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$820K
|
-$83.6K
|
-310
|
-20%
|
|
|
506
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$811K
|
+$2.97K
|
+11
|
+0.4%
|
|
|
507
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$808K
|
+$199K
|
+739
|
+40%
|
|
|
508
|
AE Wealth Management
Topeka,
Kansas
|
$800K
|
+$34K
|
+126
|
+5%
|
|
|
509
|
Washington Trust
Westerly,
Rhode Island
|
$793K
|
-$23.7K
|
-88
|
-3%
|
|
|
510
|
BP
London,
United Kingdom
|
$785K
|
-$317K
|
-1,176
|
-30%
|
|
|
511
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$780K
|
+$9.98K
|
+37
|
+1%
|
|
|
512
|
Regions Financial Corp
Birmingham,
Alabama
|
$767K
|
+$71.5K
|
+265
|
+11%
|
|
|
513
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$761K
|
–
|
–
|
–
|
|
|
514
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$758K
|
-$10.3M
|
-38,151
|
-94%
|
|
|
515
|
NVWM LLC
Yardley,
Pennsylvania
|
$758K
|
+$26.2K
|
+97
|
+4%
|
|
|
516
|
Castellan Group
Louisville,
Kentucky
|
$746K
|
-$725K
|
-2,689
|
-51%
|
|
|
517
|
Dupont Capital Management
Wilmington,
Delaware
|
$745K
|
+$18.1K
|
+67
|
+3%
|
|
|
518
|
Hutchinson Capital Management
San Rafael,
California
|
$735K
|
–
|
–
|
–
|
|
|
519
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$731K
|
-$2.7K
|
-10
|
-0.4%
|
|
|
520
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$729K
|
+$7.01K
|
+26
|
+1%
|
|
|
521
|
Wealthspire Advisors (New York)
New York
|
$726K
|
-$436K
|
-1,618
|
-39%
|
|
|
522
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$724K
|
–
|
–
|
–
|
|
|
523
|
American Portfolios Advisors
Holbrook,
New York
|
$723K
|
+$499K
|
+1,850
|
+273%
|
|
|
524
|
Advisornet Financial
Minnetonka,
Minnesota
|
$719K
|
+$40.5K
|
+150
|
+6%
|
|
|
525
|
Financial Management Network
Mission Viejo,
California
|
$713K
|
–
|
–
|
–
|
|
