|
401
|
Boston Financial Management
Boston,
Massachusetts
|
$520K
|
–
|
–
|
–
|
|
|
402
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$514K
|
+$516K
|
+5,973
|
New
|
|
|
403
|
Kestra Advisory Services
Austin,
Texas
|
$506K
|
-$87.9K
|
-1,017
|
-15%
|
|
|
404
|
Vontobel Holding
Zurich,
Switzerland
|
$499K
|
+$62.4K
|
+722
|
+14%
|
|
|
405
|
American Assets Investment Management
San Diego,
California
|
$495K
|
+$497K
|
+5,750
|
New
|
|
|
406
|
United Capital Financial Advisors
Irving,
Texas
|
$495K
|
+$497K
|
+5,750
|
New
|
|
|
407
|
Allstate Corporation
Northbrook,
Illinois
|
$494K
|
-$39.8K
|
-460
|
-7%
|
|
|
408
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$491K
|
-$18.9K
|
-219
|
-4%
|
|
|
409
|
Veritable
Wilmington,
Delaware
|
$491K
|
+$6.83K
|
+79
|
+1%
|
|
|
410
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$484K
|
+$30.6K
|
+354
|
+7%
|
|
|
411
|
World Asset Management
Detroit,
Michigan
|
$482K
|
-$52.2K
|
-604
|
-10%
|
|
|
412
|
Diversified Trust
Memphis,
Tennessee
|
$478K
|
+$132K
|
+1,530
|
+38%
|
|
|
413
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$477K
|
-$59.7K
|
-691
|
-11%
|
|
|
414
|
Oppenheimer & Co
New York
|
$477K
|
+$25.1K
|
+290
|
+6%
|
|
|
415
|
Yorktown Management & Research Company
Forest,
Virginia
|
$473K
|
–
|
–
|
–
|
|
|
416
|
People's United Financial
Bridgeport,
Connecticut
|
$470K
|
-$140K
|
-1,619
|
-23%
|
|
|
417
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$464K
|
+$42.6K
|
+493
|
+10%
|
|
|
418
|
|
$446K
|
+$448K
|
+5,181
|
New
|
|
|
419
|
Tidal Investments
Milwaukee,
Wisconsin
|
$443K
|
+$72.1K
|
+834
|
+19%
|
|
|
420
|
|
$429K
|
+$431K
|
+4,988
|
New
|
|
|
421
|
FORA Capital
Miami,
Florida
|
$426K
|
+$428K
|
+4,955
|
New
|
|
|
422
|
Parallel Advisors
San Francisco,
California
|
$419K
|
+$38.6K
|
+446
|
+10%
|
|
|
423
|
Los Angeles Capital Management
Los Angeles,
California
|
$417K
|
–
|
–
|
–
|
|
|
424
|
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
|
$416K
|
–
|
–
|
–
|
|
|
425
|
Natixis Investment Managers International
Paris,
France
|
$414K
|
+$24.5K
|
+283
|
+6%
|
|
