|
601
|
|
$2.54M
|
-$44.1K
|
-2,425
|
-1%
|
|
|
602
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.53M
|
-$5.6K
|
-308
|
-0.2%
|
|
|
603
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.52M
|
+$291K
|
+16,005
|
+11%
|
|
|
604
|
Concentric Wealth Management
Lafayette,
California
|
$2.52M
|
+$17.8K
|
+980
|
+0.6%
|
|
|
605
|
Carson Advisory
Athens,
Georgia
|
$2.51M
|
-$98.4K
|
-5,408
|
-3%
|
|
|
606
|
Level Four Advisory Services
Dallas,
Texas
|
$2.5M
|
+$42.1K
|
+2,312
|
+1%
|
|
|
607
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.5M
|
-$130K
|
-7,128
|
-4%
|
|
|
608
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$2.5M
|
+$953K
|
+52,377
|
+47%
|
|
|
609
|
GW & Wade
Wellesley,
Massachusetts
|
$2.49M
|
+$192K
|
+10,559
|
+7%
|
|
|
610
|
Pendal Group
Sydney,
Australia
|
$2.48M
|
-$3.24M
|
-178,149
|
-52%
|
|
|
611
|
First National Bank of Omaha
Omaha,
Nebraska
|
$2.47M
|
-$210K
|
-11,525
|
-7%
|
|
|
612
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.44M
|
-$114K
|
-6,270
|
-4%
|
|
|
613
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.44M
|
+$443K
|
+24,363
|
+18%
|
|
|
614
|
Ascent Group
Virginia Beach,
Virginia
|
$2.44M
|
+$499K
|
+27,414
|
+26%
|
|
|
615
|
Royal Fund Management
Lady Lake,
Florida
|
$2.43M
|
+$241K
|
+13,233
|
+9%
|
|
|
616
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.42M
|
+$819
|
+45
|
+0%
|
|
|
617
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.41M
|
-$1.45M
|
-79,713
|
-34%
|
|
|
618
|
Private Asset Management
San Diego,
California
|
$2.41M
|
-$89.1K
|
-4,899
|
-3%
|
|
|
619
|
SVB Wealth
Boston,
Massachusetts
|
$2.41M
|
-$36.4K
|
-2,001
|
-1%
|
|
|
620
|
Independent Financial Group
San Diego,
California
|
$2.41M
|
+$1.38K
|
+76
|
+0%
|
|
|
621
|
EP Wealth Advisors
Torrance,
California
|
$2.4M
|
-$125K
|
-6,889
|
-4%
|
|
|
622
|
Carret Asset Management
New York
|
$2.4M
|
-$42.3K
|
-2,323
|
-1%
|
|
|
623
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.4M
|
–
|
–
|
–
|
|
|
624
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$2.38M
|
–
|
–
|
–
|
|
|
625
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.38M
|
-$57.3K
|
-3,149
|
-2%
|
|
