|
501
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$302K
|
+$39.7K
|
+114
|
+12%
|
|
|
502
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$300K
|
–
|
–
|
–
|
|
|
503
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$297K
|
+$30.3K
|
+87
|
+9%
|
|
|
504
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$294K
|
–
|
–
|
–
|
|
|
505
|
Van Strum & Towne
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
506
|
Little House Capital
Braintree,
Massachusetts
|
$294K
|
+$36.9K
|
+106
|
+12%
|
|
|
507
|
Lombard Odier Asset Management (USA)
New York
|
$294K
|
+$78.3K
|
+225
|
+29%
|
|
|
508
|
Holderness Investments Company
Greensboro,
North Carolina
|
$292K
|
–
|
–
|
–
|
|
|
509
|
WBH Advisory
Baltimore,
Maryland
|
$292K
|
–
|
–
|
–
|
|
|
510
|
Gofen & Glossberg
Chicago,
Illinois
|
$290K
|
–
|
–
|
–
|
|
|
511
|
Empirical Finance
Havertown,
Pennsylvania
|
$290K
|
+$20.2K
|
+58
|
+6%
|
|
|
512
|
Coldstream Capital Management
Bellevue,
Washington
|
$289K
|
+$99.6K
|
+286
|
+41%
|
|
|
513
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$285K
|
-$348
|
-1
|
-0.1%
|
|
|
514
|
NewEdge Advisors
New Orleans,
Louisiana
|
$284K
|
+$336K
|
+966
|
New
|
|
|
515
|
GAMCO Investors
Greenwich,
Connecticut
|
$283K
|
-$104K
|
-300
|
-24%
|
|
|
516
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$283K
|
-$13.6K
|
-39
|
-4%
|
|
|
517
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$282K
|
-$222K
|
-637
|
-40%
|
|
|
518
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$281K
|
-$361K
|
-1,036
|
-52%
|
|
|
519
|
Castleark Management
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
520
|
Comerica Securities
Detroit,
Michigan
|
$281K
|
+$37.3K
|
+107
|
+13%
|
|
|
521
|
Raymond James Trust
St. Petersburg,
Florida
|
$280K
|
+$1.39K
|
+4
|
+0.4%
|
|
|
522
|
Brown Brothers Harriman & Co
New York
|
$280K
|
+$14.3K
|
+41
|
+4%
|
|
|
523
|
Globeflex Capital
San Diego,
California
|
$278K
|
–
|
–
|
–
|
|
|
524
|
|
$275K
|
-$56.8K
|
-163
|
-15%
|
|
|
525
|
Fiduciary Trust
Boston,
Massachusetts
|
$274K
|
+$50.5K
|
+145
|
+18%
|
|
