|
576
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$408K
|
+$13.2K
|
+136
|
+3%
|
|
|
577
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$405K
|
+$428K
|
+4,403
|
New
|
|
|
578
|
Palladium Partners
Norfolk,
Virginia
|
$404K
|
+$15.2K
|
+156
|
+4%
|
|
|
579
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$404K
|
+$427K
|
+4,392
|
New
|
|
|
580
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$403K
|
-$169K
|
-1,734
|
-28%
|
|
|
581
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$403K
|
+$426K
|
+4,377
|
New
|
|
|
582
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$401K
|
–
|
–
|
–
|
|
|
583
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$400K
|
-$7.88K
|
-81
|
-2%
|
|
|
584
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$397K
|
–
|
–
|
–
|
|
|
585
|
TrinityPoint Wealth
Milford,
Connecticut
|
$395K
|
+$9.44K
|
+97
|
+2%
|
|
|
586
|
Tarbox Family Office
Newport Beach,
California
|
$394K
|
+$584
|
+6
|
+0.1%
|
|
|
587
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$390K
|
-$14.2K
|
-146
|
-3%
|
|
|
588
|
Osborne Partners Capital Management
San Francisco,
California
|
$388K
|
–
|
–
|
–
|
|
|
589
|
UMB Bank
Kansas City,
Missouri
|
$386K
|
-$133K
|
-1,367
|
-25%
|
|
|
590
|
Isthmus Partners
Madison,
Wisconsin
|
$385K
|
–
|
–
|
–
|
|
|
591
|
Alpha Cubed Investments
Irvine,
California
|
$384K
|
-$14.6K
|
-150
|
-3%
|
|
|
592
|
1ST Source Bank
South Bend,
Indiana
|
$383K
|
–
|
–
|
–
|
|
|
593
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$383K
|
–
|
–
|
–
|
|
|
594
|
|
$382K
|
-$3.5M
|
-35,940
|
-90%
|
|
|
595
|
McDonald Partners
Cleveland,
Ohio
|
$382K
|
+$404K
|
+4,150
|
New
|
|
|
596
|
Tiedemann Advisors
New York
|
$379K
|
-$2.61M
|
-26,848
|
-87%
|
|
|
597
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$379K
|
–
|
–
|
–
|
|
|
598
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$379K
|
+$28.7K
|
+295
|
+8%
|
|
|
599
|
Austin Private Wealth
Austin,
Texas
|
$379K
|
+$401K
|
+4,122
|
New
|
|
|
600
|
Bard Financial Services
Branford,
Connecticut
|
$374K
|
+$395K
|
+4,060
|
New
|
|
