|
476
|
Avitas Wealth Management
Los Angeles,
California
|
$355K
|
+$299K
|
+2,510
|
New
|
|
|
477
|
One Wealth Advisors
San Francisco,
California
|
$354K
|
+$59.1K
|
+496
|
+25%
|
|
|
478
|
Tradewinds Capital Management
Bellingham,
Washington
|
$350K
|
–
|
–
|
–
|
|
|
479
|
AssetMark Inc
Concord,
California
|
$350K
|
+$6.32K
|
+53
|
+2%
|
|
|
480
|
Holderness Investments Company
Greensboro,
North Carolina
|
$347K
|
-$17.9K
|
-150
|
-6%
|
|
|
481
|
Aristides Capital
Louisville,
Kentucky
|
$332K
|
-$419K
|
-3,511
|
-60%
|
|
|
482
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$332K
|
+$280K
|
+2,348
|
New
|
|
|
483
|
Cobblestone Capital Advisors
Rochester,
New York
|
$330K
|
–
|
–
|
–
|
|
|
484
|
Moors & Cabot
Boston,
Massachusetts
|
$325K
|
-$36.3K
|
-304
|
-12%
|
|
|
485
|
Waterloo Capital
Austin,
Texas
|
$325K
|
+$274K
|
+2,296
|
New
|
|
|
486
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$324K
|
–
|
–
|
–
|
|
|
487
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$324K
|
+$20.9K
|
+175
|
+8%
|
|
|
488
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$323K
|
–
|
–
|
–
|
|
|
489
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$323K
|
+$272K
|
+2,281
|
New
|
|
|
490
|
Steward Partners Investment Advisory
New York
|
$321K
|
+$98.6K
|
+827
|
+57%
|
|
|
491
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$320K
|
-$716
|
-6
|
-0.3%
|
|
|
492
|
WhitTier Trust Company
Reno,
Nevada
|
$314K
|
-$3.58K
|
-30
|
-1%
|
|
|
493
|
Corient Capital Partners
Newport Beach,
California
|
$313K
|
+$10.9K
|
+91
|
+4%
|
|
|
494
|
Raymond James Trust
St. Petersburg,
Florida
|
$311K
|
-$65.7K
|
-551
|
-20%
|
|
|
495
|
Schonfeld Strategic Advisors
New York
|
$310K
|
-$2.77M
|
-23,241
|
-91%
|
|
|
496
|
Enlightenment Research
Miami,
Florida
|
$310K
|
+$358K
|
+3,000
|
New
|
|
|
497
|
Advisors Preferred
Rockville,
Maryland
|
$304K
|
-$1.23M
|
-10,296
|
-83%
|
|
|
498
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$301K
|
+$85.5K
|
+717
|
+51%
|
|
|
499
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$300K
|
+$253K
|
+2,121
|
New
|
|
|
500
|
Zevin Asset Management
Boston,
Massachusetts
|
$299K
|
+$596
|
+5
|
+0.2%
|
|
