|
676
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$382K
|
+$35.4K
|
+810
|
+11%
|
|
|
677
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
$382K
|
+$350K
|
+8,000
|
New
|
|
|
678
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$378K
|
+$37K
|
+845
|
+12%
|
|
|
679
|
Krane Funds Advisors
New York
|
$377K
|
-$126K
|
-2,890
|
-27%
|
|
|
680
|
Rothschild Investment LLC
Chicago,
Illinois
|
$370K
|
+$6.78K
|
+155
|
+2%
|
|
|
681
|
Veracity Capital
Atlanta,
Georgia
|
$370K
|
+$114K
|
+2,600
|
+50%
|
|
|
682
|
DMC Group
Birmingham,
Alabama
|
$368K
|
+$386K
|
+8,815
|
New
|
|
|
683
|
Harbour Investments
Madison,
Wisconsin
|
$364K
|
-$259K
|
-5,915
|
-44%
|
|
|
684
|
J2 Capital Management
Troy,
Michigan
|
$364K
|
+$333K
|
+7,620
|
New
|
|
|
685
|
Founders Financial Securities
Towson,
Maryland
|
$362K
|
+$15.1K
|
+345
|
+5%
|
|
|
686
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
687
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$358K
|
–
|
–
|
–
|
|
|
688
|
Wealth Effects
Boston,
Massachusetts
|
$358K
|
+$328K
|
+7,500
|
New
|
|
|
689
|
Regal Investment Advisors
Kentwood,
Michigan
|
$353K
|
+$7.66K
|
+175
|
+2%
|
|
|
690
|
Beacon Pointe Advisors
Newport Beach,
California
|
$348K
|
-$13.6K
|
-310
|
-4%
|
|
|
691
|
Regent Investment Management
Louisville,
Kentucky
|
$346K
|
–
|
–
|
–
|
|
|
692
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$340K
|
–
|
–
|
–
|
|
|
693
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$338K
|
+$310K
|
+7,075
|
New
|
|
|
694
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$338K
|
+$310K
|
+7,090
|
New
|
|
|
695
|
Bremer Bank National Association
St Paul,
Minnesota
|
$336K
|
-$10.1K
|
-230
|
-3%
|
|
|
696
|
Matthew Hamilton Rosenberg
|
$330K
|
+$16.4K
|
+375
|
+6%
|
|
|
697
|
Modera Wealth Management
Westwood,
New Jersey
|
$330K
|
+$303K
|
+6,915
|
New
|
|
|
698
|
Martingale Asset Management
Boston,
Massachusetts
|
$329K
|
+$12.9K
|
+295
|
+4%
|
|
|
699
|
Sanders Morris Harris
Houston,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
700
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$327K
|
+$28.4K
|
+650
|
+10%
|
|
