|
626
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.29M
|
+$576K
|
+3,446
|
+29%
|
|
|
627
|
SG Americas Securities
New York
|
$2.29M
|
+$848K
|
+5,076
|
+49%
|
|
|
628
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.28M
|
-$70.7K
|
-423
|
-3%
|
|
|
629
|
Advisor Partners II
Walnut Creek,
California
|
$2.26M
|
+$2.55M
|
+15,239
|
New
|
|
|
630
|
Caldwell Trust
Venice,
Florida
|
$2.26M
|
+$11.4K
|
+68
|
+0.4%
|
|
|
631
|
|
$2.25M
|
+$143K
|
+854
|
+6%
|
|
|
632
|
Centric Wealth Management
Chicago,
Illinois
|
$2.24M
|
-$224K
|
-1,341
|
-8%
|
|
|
633
|
Insight Wealth Strategies
San Ramon,
California
|
$2.23M
|
–
|
–
|
–
|
|
|
634
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.22M
|
-$35.1K
|
-210
|
-1%
|
|
|
635
|
Bath Savings Trust
Bath,
Maine
|
$2.21M
|
+$15K
|
+90
|
+0.6%
|
|
|
636
|
TD Private Client Wealth
New York
|
$2.21M
|
+$41.3K
|
+247
|
+2%
|
|
|
637
|
Icon Wealth Advisors
Houston,
Texas
|
$2.21M
|
+$2.49M
|
+14,883
|
New
|
|
|
638
|
Ingalls & Snyder LLC
New York
|
$2.21M
|
-$52.6K
|
-315
|
-2%
|
|
|
639
|
Diligent Investors
Redlands,
California
|
$2.18M
|
-$8.36K
|
-50
|
-0.3%
|
|
|
640
|
Compton Capital Management
Providence,
Rhode Island
|
$2.18M
|
–
|
–
|
–
|
|
|
641
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.18M
|
+$353K
|
+2,115
|
+17%
|
|
|
642
|
Evercore Wealth Management
New York
|
$2.16M
|
+$71K
|
+425
|
+3%
|
|
|
643
|
First Bankers Trust
Louisville,
Kentucky
|
$2.16M
|
-$7.02K
|
-42
|
-0.3%
|
|
|
644
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
$2.13M
|
+$177K
|
+1,060
|
+8%
|
|
|
645
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.11M
|
+$97.6K
|
+584
|
+4%
|
|
|
646
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.1M
|
+$27.7K
|
+166
|
+1%
|
|
|
647
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.08M
|
+$42.6K
|
+255
|
+2%
|
|
|
648
|
Carmignac Gestion
Paris,
France
|
$2.08M
|
-$3.57M
|
-21,385
|
-61%
|
|
|
649
|
First American Bank
Dundee,
Illinois
|
$2.07M
|
+$198K
|
+1,185
|
+9%
|
|
|
650
|
|
$2.05M
|
-$41.8K
|
-250
|
-2%
|
|
