|
601
|
McMillion Capital Management
Greensboro,
North Carolina
|
$410K
|
–
|
–
|
–
|
|
|
602
|
Lazard Asset Management
New York
|
$407K
|
-$2.38M
|
-28,160
|
-86%
|
|
|
603
|
Diversified Trust
Memphis,
Tennessee
|
$394K
|
-$23.7K
|
-280
|
-6%
|
|
|
604
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$394K
|
–
|
–
|
–
|
|
|
605
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$393K
|
-$8.46K
|
-100
|
-2%
|
|
|
606
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$393K
|
+$36.2K
|
+428
|
+10%
|
|
|
607
|
Anchor Investment Management
Columbia,
South Carolina
|
$393K
|
–
|
–
|
–
|
|
|
608
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$390K
|
–
|
–
|
–
|
|
|
609
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$382K
|
+$2.37K
|
+28
|
+0.6%
|
|
|
610
|
Valeo Financial Advisors
Carmel,
Indiana
|
$377K
|
-$47.7K
|
-564
|
-11%
|
|
|
611
|
Level Four Advisory Services
Dallas,
Texas
|
$377K
|
+$31.5K
|
+372
|
+9%
|
|
|
612
|
Davenport & Co
Richmond,
Virginia
|
$375K
|
–
|
–
|
–
|
|
|
613
|
HoyleCohen
San Diego,
California
|
$375K
|
–
|
–
|
–
|
|
|
614
|
IFP Advisors
Tampa,
Florida
|
$375K
|
+$110K
|
+1,296
|
+41%
|
|
|
615
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$375K
|
+$174K
|
+2,056
|
+88%
|
|
|
616
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$373K
|
-$39.6K
|
-468
|
-10%
|
|
|
617
|
HM Payson & Co
Portland,
Maine
|
$371K
|
-$237K
|
-2,800
|
-39%
|
|
|
618
|
OneAscent Financial Services
Birmingham,
Alabama
|
$369K
|
-$118K
|
-1,392
|
-24%
|
|
|
619
|
Security National Trust
Wheeling,
West Virginia
|
$367K
|
–
|
–
|
–
|
|
|
620
|
Echo Street Capital Management
New York
|
$367K
|
+$364K
|
+4,300
|
New
|
|
|
621
|
Truepoint Inc
Cincinnati,
Ohio
|
$366K
|
–
|
–
|
–
|
|
|
622
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$364K
|
+$36.2K
|
+428
|
+11%
|
|
|
623
|
Banco Santander
Madrid,
Spain
|
$355K
|
+$352K
|
+4,160
|
New
|
|
|
624
|
Journey Advisory Group
Covington,
Kentucky
|
$354K
|
+$15.2K
|
+180
|
+5%
|
|
|
625
|
Valley Wealth Managers
Paramus,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
