|
526
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$630K
|
+$762
|
+7
|
+0.1%
|
|
|
527
|
Equitable Holdings
New York
|
$622K
|
+$91K
|
+835
|
+18%
|
|
|
528
|
Moody National Bank Trust Division
Galveston,
Texas
|
$615K
|
–
|
–
|
–
|
|
|
529
|
Arrowstreet Capital
Boston,
Massachusetts
|
$610K
|
+$241K
|
+2,211
|
+72%
|
|
|
530
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$610K
|
-$19.6K
|
-180
|
-3%
|
|
|
531
|
Monetary Management Group
St Louis,
Missouri
|
$606K
|
–
|
–
|
–
|
|
|
532
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$606K
|
+$29.7K
|
+273
|
+5%
|
|
|
533
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$600K
|
+$35.1K
|
+322
|
+7%
|
|
|
534
|
Coldstream Capital Management
Bellevue,
Washington
|
$598K
|
-$32.6K
|
-299
|
-5%
|
|
|
535
|
KeyBank National Association
Cleveland,
Ohio
|
$594K
|
-$12K
|
-110
|
-2%
|
|
|
536
|
OFI Invest Asset Management
Paris,
France
|
$584K
|
-$61.8M
|
-567,222
|
-99%
|
|
|
537
|
VELA Investment Management
New Albany,
Ohio
|
$584K
|
–
|
–
|
–
|
|
|
538
|
Accuvest Global Advisors
Provo,
Utah
|
$578K
|
+$114K
|
+1,049
|
+27%
|
|
|
539
|
American Assets Inc
San Diego,
California
|
$577K
|
–
|
–
|
–
|
|
|
540
|
EJF Capital
Arlington,
Virginia
|
$577K
|
–
|
–
|
–
|
|
|
541
|
Impact Partnership Wealth
Marietta,
Georgia
|
$577K
|
+$544K
|
+4,994
|
New
|
|
|
542
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$575K
|
+$36.3K
|
+333
|
+7%
|
|
|
543
|
Profund Advisors
Bethesda,
Maryland
|
$571K
|
-$10K
|
-92
|
-2%
|
|
|
544
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$566K
|
-$99.6K
|
-914
|
-16%
|
|
|
545
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$563K
|
+$21.8K
|
+200
|
+4%
|
|
|
546
|
SVB Wealth
Boston,
Massachusetts
|
$562K
|
-$119K
|
-1,091
|
-18%
|
|
|
547
|
Highline Wealth Partners
Sherman Oaks,
California
|
$559K
|
–
|
–
|
–
|
|
|
548
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$555K
|
+$86.5K
|
+794
|
+20%
|
|
|
549
|
Capstone Investment Advisors
New York
|
$552K
|
-$165K
|
-1,514
|
-24%
|
|
|
550
|
Triumph Capital Management
Denver,
Colorado
|
$548K
|
+$516K
|
+4,741
|
New
|
|
