|
426
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$326K
|
+$18.4K
|
+135
|
+6%
|
|
|
427
|
Proficio Capital Partners
Newton,
Massachusetts
|
$323K
|
–
|
–
|
–
|
|
|
428
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$319K
|
–
|
–
|
–
|
|
|
429
|
Wexford Capital
West Palm Beach,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
430
|
Boston Family Office
Boston,
Massachusetts
|
$304K
|
-$30K
|
-220
|
-9%
|
|
|
431
|
Boston Financial Management
Boston,
Massachusetts
|
$304K
|
+$6K
|
+44
|
+2%
|
|
|
432
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$298K
|
–
|
–
|
–
|
|
|
433
|
ICA Group Wealth Management
Denver,
Colorado
|
$295K
|
-$7.36K
|
-54
|
-2%
|
|
|
434
|
Veritable
Wilmington,
Delaware
|
$293K
|
-$10.1K
|
-74
|
-3%
|
|
|
435
|
Trillium Asset Management
Boston,
Massachusetts
|
$289K
|
+$292K
|
+2,140
|
New
|
|
|
436
|
Equitable Trust
Nashville,
Tennessee
|
$288K
|
-$166K
|
-1,215
|
-36%
|
|
|
437
|
Natixis Investment Managers International
Paris,
France
|
$283K
|
-$1.45M
|
-10,611
|
-84%
|
|
|
438
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$271K
|
+$6K
|
+44
|
+2%
|
|
|
439
|
L.J. Altfest & Co
New York
|
$271K
|
+$41K
|
+301
|
+18%
|
|
|
440
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$265K
|
+$267K
|
+1,958
|
New
|
|
|
441
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$263K
|
+$266K
|
+1,949
|
New
|
|
|
442
|
Financial Consulate
Hunt Valley,
Maryland
|
$260K
|
-$167K
|
-1,228
|
-39%
|
|
|
443
|
Summit Trail Advisors
New York
|
$258K
|
-$53.2K
|
-390
|
-17%
|
|
|
444
|
WMS Partners
Towson,
Maryland
|
$258K
|
-$9.14K
|
-67
|
-3%
|
|
|
445
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$258K
|
–
|
–
|
–
|
|
|
446
|
|
$254K
|
–
|
–
|
–
|
|
|
447
|
Venturi Wealth Management
Austin,
Texas
|
$254K
|
+$1.36K
|
+10
|
+0.5%
|
|
|
448
|
Metis Global Partners
San Diego,
California
|
$253K
|
-$6.54K
|
-48
|
-3%
|
|
|
449
|
Rockefeller Capital Management
New York
|
$249K
|
+$51.1K
|
+375
|
+26%
|
|
|
450
|
Abbrea Capital
Greenbrae,
California
|
$246K
|
–
|
–
|
–
|
|
