|
401
|
Continuum Advisory
Eagle,
Idaho
|
$560K
|
-$13.3K
|
-94
|
-2%
|
|
|
402
|
Doheny Asset Management
Los Angeles,
California
|
$547K
|
-$143K
|
-1,010
|
-22%
|
|
|
403
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$545K
|
+$45.5K
|
+322
|
+10%
|
|
|
404
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$535K
|
–
|
–
|
–
|
|
|
405
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$535K
|
+$494K
|
+3,500
|
New
|
|
|
406
|
HUB Investment Partners
Austin,
Texas
|
$535K
|
+$494K
|
+3,500
|
New
|
|
|
407
|
Wellington Management Group
Boston,
Massachusetts
|
$528K
|
-$49.7K
|
-352
|
-9%
|
|
|
408
|
Larson Financial Group
St Louis,
Missouri
|
$527K
|
+$459K
|
+3,250
|
+1,625%
|
|
|
409
|
Fulton Bank
Lancaster,
Pennsylvania
|
$518K
|
-$13.6K
|
-96
|
-3%
|
|
|
410
|
Atria Wealth Solutions
New York
|
$508K
|
+$469K
|
+3,323
|
New
|
|
|
411
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$508K
|
-$1.27K
|
-9
|
-0.3%
|
|
|
412
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$507K
|
-$190K
|
-1,346
|
-29%
|
|
|
413
|
Koshinski Asset Management
Decatur,
Illinois
|
$507K
|
+$107K
|
+757
|
+30%
|
|
|
414
|
|
$505K
|
+$38.1K
|
+270
|
+9%
|
|
|
415
|
Sendero Wealth Management
San Antonio,
Texas
|
$500K
|
–
|
–
|
–
|
|
|
416
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$495K
|
-$989
|
-7
|
-0.2%
|
|
|
417
|
Custom Index Systems
New York
|
$490K
|
+$453K
|
+3,208
|
New
|
|
|
418
|
United Community Bank
Greenville,
South Carolina
|
$489K
|
+$452K
|
+3,200
|
New
|
|
|
419
|
Los Angeles Capital Management
Los Angeles,
California
|
$486K
|
–
|
–
|
–
|
|
|
420
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$480K
|
–
|
–
|
–
|
|
|
421
|
Qtron Investments
Boston,
Massachusetts
|
$480K
|
–
|
–
|
–
|
|
|
422
|
William Blair Investment Management
Chicago,
Illinois
|
$479K
|
-$7.49K
|
-53
|
-2%
|
|
|
423
|
Wedbush Securities
Los Angeles,
California
|
$475K
|
+$54.2K
|
+384
|
+14%
|
|
|
424
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$472K
|
+$56.4K
|
+399
|
+15%
|
|
|
425
|
Moody National Bank Trust Division
Galveston,
Texas
|
$458K
|
–
|
–
|
–
|
|
