|
501
|
Wealthspire Advisors (New York)
New York
|
$256K
|
+$327K
|
+3,403
|
New
|
|
|
502
|
Mondrian Investment Partners
London,
United Kingdom
|
$256K
|
+$328K
|
+3,407
|
New
|
|
|
503
|
D.A. Davidson & Co
Great Falls,
Montana
|
$255K
|
-$30.7K
|
-319
|
-9%
|
|
|
504
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
505
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$254K
|
+$5.39K
|
+56
|
+2%
|
|
|
506
|
Snowden Capital Advisors
New York
|
$254K
|
+$106K
|
+1,103
|
+48%
|
|
|
507
|
SVB Wealth
Boston,
Massachusetts
|
$253K
|
+$323K
|
+3,362
|
New
|
|
|
508
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
509
|
XTX Topco
George Town,
Cayman Islands
|
$252K
|
+$138K
|
+1,435
|
+75%
|
|
|
510
|
UMB Bank
Kansas City,
Missouri
|
$248K
|
-$56.8K
|
-590
|
-15%
|
|
|
511
|
Lipe & Dalton
Syracuse,
New York
|
$248K
|
+$38.5K
|
+400
|
+14%
|
|
|
512
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$248K
|
+$98.1K
|
+1,020
|
+33%
|
|
|
513
|
Davenport & Co
Richmond,
Virginia
|
$245K
|
-$926K
|
-9,624
|
-75%
|
|
|
514
|
Institute for Wealth Management
Denver,
Colorado
|
$244K
|
–
|
–
|
–
|
|
|
515
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$241K
|
-$9.04K
|
-94
|
-3%
|
|
|
516
|
DZ Bank
Frankfurt Am Main,
Germany
|
$240K
|
+$41.6K
|
+432
|
+16%
|
|
|
517
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
|
518
|
Personal CFO Solutions
Chester,
New Jersey
|
$238K
|
+$32.8K
|
+341
|
+12%
|
|
|
519
|
HighTower Trust
Houston,
Texas
|
$237K
|
-$246K
|
-2,562
|
-45%
|
|
|
520
|
Cetera Advisors
Denver,
Colorado
|
$236K
|
-$45.3K
|
-471
|
-13%
|
|
|
521
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$236K
|
–
|
–
|
–
|
|
|
522
|
Center for Financial Planning
Southfied,
Michigan
|
$235K
|
–
|
–
|
–
|
|
|
523
|
Blue Trust Inc
Alpharetta,
Georgia
|
$235K
|
+$126K
|
+1,315
|
+143%
|
|
|
524
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$234K
|
-$1.74M
|
-18,072
|
-85%
|
|
|
525
|
Principle Wealth Partners
Madison,
Connecticut
|
$232K
|
-$28.9K
|
-300
|
-9%
|
|
