|
526
|
BOK Financial
Tulsa,
Oklahoma
|
$908K
|
+$24.6K
|
+300
|
+2%
|
|
|
527
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$895K
|
+$1.09M
|
+13,240
|
New
|
|
|
528
|
Cypress Wealth Services
Palm Desert,
California
|
$894K
|
-$19.7K
|
-240
|
-2%
|
|
|
529
|
Lattice Capital Management
Kirkland,
Washington
|
$889K
|
–
|
–
|
–
|
|
|
530
|
Conway Capital Management
Burbank,
California
|
$888K
|
+$1.08M
|
+13,140
|
New
|
|
|
531
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$888K
|
+$821
|
+10
|
+0.1%
|
|
|
532
|
Schonfeld Strategic Advisors
New York
|
$880K
|
-$3.69M
|
-45,000
|
-78%
|
|
|
533
|
Moody National Bank Trust Division
Galveston,
Texas
|
$878K
|
-$126K
|
-1,530
|
-11%
|
|
|
534
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$870K
|
+$31.2K
|
+380
|
+3%
|
|
|
535
|
Moseley Investment Management
Bradenton,
Florida
|
$860K
|
+$71.4K
|
+870
|
+7%
|
|
|
536
|
Independent Financial Group
San Diego,
California
|
$850K
|
-$1.31M
|
-15,930
|
-56%
|
|
|
537
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$850K
|
-$372K
|
-4,530
|
-26%
|
|
|
538
|
Financial Avengers
Oakland,
California
|
$850K
|
+$531K
|
+6,470
|
+106%
|
|
|
539
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$845K
|
+$1.03M
|
+12,500
|
New
|
|
|
540
|
Wealth Effects
Boston,
Massachusetts
|
$843K
|
+$55.8K
|
+680
|
+6%
|
|
|
541
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$836K
|
-$217K
|
-2,640
|
-18%
|
|
|
542
|
Roundview Capital
Princeton,
New Jersey
|
$815K
|
-$115K
|
-1,400
|
-10%
|
|
|
543
|
CenterStar Asset Management
Chicago,
Illinois
|
$815K
|
–
|
–
|
–
|
|
|
544
|
|
$815K
|
+$990K
|
+12,060
|
New
|
|
|
545
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$812K
|
–
|
–
|
–
|
|
|
546
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$807K
|
+$92.8K
|
+1,130
|
+10%
|
|
|
547
|
Triumph Capital Management
Denver,
Colorado
|
$801K
|
+$580K
|
+7,060
|
+147%
|
|
|
548
|
Point72 Asset Management
Stamford,
Connecticut
|
$798K
|
+$969K
|
+11,800
|
New
|
|
|
549
|
Marsico Capital Management
Denver,
Colorado
|
$795K
|
-$28M
|
-341,340
|
-97%
|
|
|
550
|
Realta Investment Advisors
Wilmington,
Delaware
|
$790K
|
+$105K
|
+1,280
|
+12%
|
|
