|
576
|
LifeSteps Financial
Claremont,
California
|
$2.32M
|
–
|
–
|
–
|
|
|
577
|
9258 Wealth Management
Blue Ash,
Ohio
|
$2.32M
|
-$386K
|
-8,812
|
-15%
|
|
|
578
|
MAI Capital Management
Independence,
Ohio
|
$2.3M
|
-$294K
|
-6,714
|
-12%
|
|
|
579
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.29M
|
+$537K
|
+12,245
|
+32%
|
|
|
580
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.29M
|
+$64K
|
+1,459
|
+3%
|
|
|
581
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.27M
|
-$757K
|
-17,267
|
-21%
|
|
|
582
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$2.27M
|
–
|
–
|
–
|
|
|
583
|
Tarbox Family Office
Newport Beach,
California
|
$2.27M
|
-$4.96K
|
-113
|
-0.2%
|
|
|
584
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$2.26M
|
-$8.86K
|
-202
|
-0.4%
|
|
|
585
|
RW Investment Management
Eagle,
Idaho
|
$2.26M
|
+$39.3K
|
+895
|
+2%
|
|
|
586
|
Lantz Financial
Naperville,
Illinois
|
$2.24M
|
+$40.5K
|
+923
|
+2%
|
|
|
587
|
NBT Bank
Norwich,
New York
|
$2.22M
|
-$94.2K
|
-2,148
|
-4%
|
|
|
588
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.2M
|
-$19K
|
-433
|
-0.9%
|
|
|
589
|
SG Americas Securities
New York
|
$2.19M
|
-$10M
|
-228,517
|
-83%
|
|
|
590
|
IMS Capital Management
Portland,
Oregon
|
$2.19M
|
–
|
–
|
–
|
|
|
591
|
Claris Advisors
St. Louis,
Missouri
|
$2.19M
|
+$37.9K
|
+864
|
+2%
|
|
|
592
|
TwinBeech Capital
Purchase,
New York
|
$2.19M
|
-$3.17M
|
-72,168
|
-60%
|
|
|
593
|
Pflug Koory
Omaha,
Nebraska
|
$2.19M
|
+$2.1M
|
+47,792
|
New
|
|
|
594
|
Vident Advisory
Alpharetta,
Georgia
|
$2.16M
|
+$113K
|
+2,575
|
+6%
|
|
|
595
|
Wealthspire Advisors (New York)
New York
|
$2.16M
|
+$231K
|
+5,270
|
+13%
|
|
|
596
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$2.15M
|
+$233K
|
+5,308
|
+13%
|
|
|
597
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.15M
|
-$118K
|
-2,696
|
-5%
|
|
|
598
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.14M
|
+$1.28M
|
+29,119
|
+164%
|
|
|
599
|
Caprock Group
Boise,
Idaho
|
$2.14M
|
+$70.4K
|
+1,606
|
+4%
|
|
|
600
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$2.14M
|
-$46.9K
|
-1,070
|
-2%
|
|
