|
501
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$694K
|
+$41.5K
|
+326
|
+7%
|
|
|
502
|
|
$690K
|
-$3.3M
|
-25,939
|
-83%
|
|
|
503
|
SimplyRich
Carlsbad,
California
|
$690K
|
–
|
–
|
–
|
|
|
504
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$686K
|
+$122K
|
+961
|
+23%
|
|
|
505
|
Leonteq Securities AG
Zurich,
Switzerland
|
$683K
|
-$32K
|
-252
|
-5%
|
|
|
506
|
Rathbones Group
Liverpool,
United Kingdom
|
$682K
|
–
|
–
|
–
|
|
|
507
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$682K
|
+$30.6K
|
+241
|
+5%
|
|
|
508
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$668K
|
-$129K
|
-1,011
|
-17%
|
|
|
509
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$664K
|
–
|
–
|
–
|
|
|
510
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$663K
|
–
|
–
|
–
|
|
|
511
|
HeadInvest LLC
Portland,
Maine
|
$653K
|
-$12.6K
|
-99
|
-2%
|
|
|
512
|
Metis Global Partners
San Diego,
California
|
$650K
|
+$197K
|
+1,551
|
+46%
|
|
|
513
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$648K
|
+$61.2K
|
+481
|
+11%
|
|
|
514
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$646K
|
-$24.5K
|
-193
|
-4%
|
|
|
515
|
CIBC World Market
Toronto,
Ontario, Canada
|
$642K
|
+$382
|
+3
|
+0.1%
|
|
|
516
|
Empirical Wealth Management
Seattle,
Washington
|
$642K
|
+$177K
|
+1,393
|
+40%
|
|
|
517
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$641K
|
–
|
–
|
–
|
|
|
518
|
Principal Street Partners
Memphis,
Tennessee
|
$637K
|
+$141K
|
+1,106
|
+30%
|
|
|
519
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$636K
|
+$76.3K
|
+600
|
+14%
|
|
|
520
|
Veritable
Wilmington,
Delaware
|
$631K
|
+$18.1K
|
+142
|
+3%
|
|
|
521
|
C WorldWide Group
Copenhagen,
Denmark
|
$624K
|
-$631K
|
-4,962
|
-51%
|
|
|
522
|
Banco Santander
Madrid,
Spain
|
$623K
|
+$356K
|
+2,799
|
+147%
|
|
|
523
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$601K
|
-$116K
|
-916
|
-17%
|
|
|
524
|
Burney Company
Reston,
Virginia
|
$596K
|
-$9.16K
|
-72
|
-2%
|
|
|
525
|
Patten Group
Chattanooga,
Tennessee
|
$596K
|
–
|
–
|
–
|
|
