|
2476
|
Charles Schwab Trust
Henderson,
Nevada
|
$545K
|
+$164K
|
+701
|
+40%
|
|
|
2477
|
TMD Wealth Management
Scottsdale,
Arizona
|
$542K
|
–
|
–
|
–
|
|
|
2478
|
Trellis Advisors
Ellensburg,
Washington
|
$541K
|
–
|
–
|
–
|
|
|
2479
|
Bridgewater Advisors
New York
|
$541K
|
+$32.1K
|
+137
|
+6%
|
|
|
2480
|
First National Bank of South Miami
South Miami,
Florida
|
$539K
|
+$37K
|
+158
|
+7%
|
|
|
2481
|
FORA Capital
Miami,
Florida
|
$538K
|
-$5.11M
|
-21,812
|
-90%
|
|
|
2482
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$538K
|
-$2.35K
|
-10
|
-0.4%
|
|
|
2483
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$538K
|
–
|
–
|
–
|
|
|
2484
|
Moser Wealth Advisors
Bellevue,
Washington
|
$538K
|
+$7.5K
|
+32
|
+1%
|
|
|
2485
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$537K
|
+$54.2K
|
+231
|
+11%
|
|
|
2486
|
Huber Capital Management
El Segundo,
California
|
$535K
|
–
|
–
|
–
|
|
|
2487
|
|
$535K
|
+$67.5K
|
+288
|
+14%
|
|
|
2488
|
Eagle Bay Advisors
New York
|
$535K
|
+$109K
|
+465
|
+24%
|
|
|
2489
|
PGIM Custom Harvest
Newark,
New Jersey
|
$534K
|
+$170K
|
+726
|
+43%
|
|
|
2490
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$533K
|
-$19.7K
|
-84
|
-3%
|
|
|
2491
|
Nomura Holdings
Tokyo,
Japan
|
$532K
|
-$73.5M
|
-313,580
|
-99%
|
|
|
2492
|
McCarthy Asset Management
Redwood Shores,
California
|
$532K
|
-$12.4K
|
-53
|
-2%
|
|
|
2493
|
United Asset Strategies
Garden City,
New York
|
$532K
|
-$1.17K
|
-5
|
-0.2%
|
|
|
2494
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$528K
|
-$17.6K
|
-75
|
-3%
|
|
|
2495
|
Everhart Financial Group
Dublin,
Ohio
|
$525K
|
+$131K
|
+557
|
+31%
|
|
|
2496
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$523K
|
+$9.61K
|
+41
|
+2%
|
|
|
2497
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$521K
|
-$932K
|
-3,975
|
-63%
|
|
|
2498
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$519K
|
–
|
–
|
–
|
|
|
2499
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$518K
|
-$73.2K
|
-312
|
-12%
|
|
|
2500
|
Dimension Capital Management
Coral Gables,
Florida
|
$518K
|
-$49.7K
|
-212
|
-8%
|
|
