|
526
|
AJ Wealth Strategies
New York
|
$551K
|
-$301K
|
-4,879
|
-36%
|
|
|
527
|
TD Private Client Wealth
New York
|
$547K
|
+$34.9K
|
+565
|
+7%
|
|
|
528
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$545K
|
+$43.1K
|
+699
|
+9%
|
|
|
529
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$544K
|
+$21K
|
+341
|
+4%
|
|
|
530
|
SVB Wealth
Boston,
Massachusetts
|
$544K
|
-$68.9K
|
-1,116
|
-11%
|
|
|
531
|
Central Bank & Trust
Lexington,
Kentucky
|
$540K
|
-$21.2K
|
-343
|
-4%
|
|
|
532
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$537K
|
-$40K
|
-648
|
-7%
|
|
|
533
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$537K
|
+$45.2K
|
+732
|
+9%
|
|
|
534
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$534K
|
+$247K
|
+4,000
|
+89%
|
|
|
535
|
Balentine LLC
Atlanta,
Georgia
|
$531K
|
+$199K
|
+3,220
|
+62%
|
|
|
536
|
HoyleCohen
San Diego,
California
|
$530K
|
-$127K
|
-2,055
|
-20%
|
|
|
537
|
Prospera Financial Services
Dallas,
Texas
|
$525K
|
-$69.9K
|
-1,133
|
-12%
|
|
|
538
|
Siemens Fonds Invest
Munich,
Germany
|
$521K
|
-$14.4K
|
-234
|
-3%
|
|
|
539
|
Financial Advocates Investment Management
Olympia,
Washington
|
$516K
|
+$89.8K
|
+1,456
|
+22%
|
|
|
540
|
Y.D. More Investments
Ramat Gan,
Israel
|
$514K
|
+$504K
|
+8,169
|
New
|
|
|
541
|
ICA Group Wealth Management
Denver,
Colorado
|
$513K
|
-$64.9K
|
-1,052
|
-11%
|
|
|
542
|
Insigneo Advisory Services
Miami,
Florida
|
$505K
|
+$496K
|
+8,038
|
New
|
|
|
543
|
Capula Management
Grand Cayman,
Cayman Islands
|
$505K
|
+$495K
|
+8,030
|
New
|
|
|
544
|
Stamos Capital Partners
Menlo Park,
California
|
$505K
|
+$495K
|
+8,030
|
New
|
|
|
545
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$502K
|
-$86.1K
|
-1,396
|
-15%
|
|
|
546
|
Jasper Ridge Partners
Menlo Park,
California
|
$498K
|
–
|
–
|
–
|
|
|
547
|
Darwin Wealth Management
Tampa,
Florida
|
$498K
|
-$43.4K
|
-703
|
-9%
|
|
|
548
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$497K
|
-$12.9K
|
-209
|
-3%
|
|
|
549
|
Neo Ivy Capital Management
New York
|
$480K
|
+$471K
|
+7,632
|
New
|
|
|
550
|
Axxcess Wealth Management
Carlsbad,
California
|
$477K
|
-$178K
|
-2,885
|
-28%
|
|
