|
501
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$246K
|
-$1.95K
|
-6
|
-0.7%
|
|
|
502
|
Arlington Partners
Birmingham,
Alabama
|
$245K
|
–
|
–
|
–
|
|
|
503
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$244K
|
+$270K
|
+832
|
New
|
|
|
504
|
Altium Wealth Management
Purchase,
New York
|
$243K
|
-$19.2K
|
-59
|
-7%
|
|
|
505
|
William Blair & Company
Chicago,
Illinois
|
$243K
|
-$14K
|
-43
|
-5%
|
|
|
506
|
McLean Asset Management
Tysons,
Virginia
|
$242K
|
+$4.55K
|
+14
|
+2%
|
|
|
507
|
Mutual Advisors
Omaha,
Nebraska
|
$236K
|
-$14.9K
|
-46
|
-5%
|
|
|
508
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$233K
|
–
|
–
|
–
|
|
|
509
|
Balentine LLC
Atlanta,
Georgia
|
$230K
|
+$254K
|
+783
|
New
|
|
|
510
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$228K
|
+$252K
|
+776
|
New
|
|
|
511
|
Los Angeles Capital Management
Los Angeles,
California
|
$226K
|
-$65K
|
-200
|
-21%
|
|
|
512
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$225K
|
-$42.6K
|
-131
|
-15%
|
|
|
513
|
Advisor Partners
Walnut Creek,
California
|
$224K
|
+$248K
|
+764
|
New
|
|
|
514
|
Holderness Investments Company
Greensboro,
North Carolina
|
$222K
|
-$9.75K
|
-30
|
-4%
|
|
|
515
|
OneAscent Financial Services
Birmingham,
Alabama
|
$219K
|
–
|
–
|
–
|
|
|
516
|
Coldstream Capital Management
Bellevue,
Washington
|
$218K
|
-$160K
|
-491
|
-40%
|
|
|
517
|
MAI Capital Management
Independence,
Ohio
|
$217K
|
–
|
–
|
–
|
|
|
518
|
Stonegate Investment Group
Birmingham,
Alabama
|
$211K
|
+$234K
|
+719
|
New
|
|
|
519
|
Fractal Investments
Glastonbury,
Connecticut
|
$209K
|
–
|
–
|
–
|
|
|
520
|
Rockefeller Capital Management
New York
|
$209K
|
+$129K
|
+398
|
+126%
|
|
|
521
|
PEAK6 Investments
Chicago,
Illinois
|
$208K
|
+$231K
|
+710
|
New
|
|
|
522
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
523
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$205K
|
–
|
–
|
–
|
|
|
524
|
Beacon Pointe Advisors
Newport Beach,
California
|
$205K
|
+$226K
|
+697
|
New
|
|
|
525
|
Pzena Investment Management
New York
|
$202K
|
–
|
–
|
–
|
|
