|
501
|
Appleton Partners
Boston,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
502
|
Alethea Capital Management
Mercer Island,
Washington
|
$401K
|
+$444K
|
+2,800
|
New
|
|
|
503
|
Coldstream Capital Management
Bellevue,
Washington
|
$400K
|
-$5.87K
|
-37
|
-1%
|
|
|
504
|
Iams Wealth Management
Omaha,
Nebraska
|
$400K
|
+$443K
|
+2,791
|
New
|
|
|
505
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$397K
|
+$8.72K
|
+55
|
+2%
|
|
|
506
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$397K
|
-$67.7K
|
-427
|
-13%
|
|
|
507
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$397K
|
+$41.7K
|
+263
|
+10%
|
|
|
508
|
Evergreen Capital Management
Bellevue,
Washington
|
$391K
|
-$8.09K
|
-51
|
-2%
|
|
|
509
|
Glenview Trust
Louisville,
Kentucky
|
$387K
|
–
|
–
|
–
|
|
|
510
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$387K
|
–
|
–
|
–
|
|
|
511
|
Harbour Investments
Madison,
Wisconsin
|
$385K
|
+$951
|
+6
|
+0.2%
|
|
|
512
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$378K
|
–
|
–
|
–
|
|
|
513
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$373K
|
+$204K
|
+1,288
|
+98%
|
|
|
514
|
Symmetry Partners
Glastonbury,
Connecticut
|
$372K
|
–
|
–
|
–
|
|
|
515
|
Leavell Investment Management
Mobile,
Alabama
|
$370K
|
–
|
–
|
–
|
|
|
516
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$367K
|
+$406K
|
+2,563
|
New
|
|
|
517
|
Maverick Capital
Dallas,
Texas
|
$365K
|
+$405K
|
+2,552
|
New
|
|
|
518
|
Bridgefront Capital
Austin,
Texas
|
$364K
|
+$404K
|
+2,545
|
New
|
|
|
519
|
Burney Company
Reston,
Virginia
|
$362K
|
-$2.38K
|
-15
|
-0.6%
|
|
|
520
|
1ST Source Bank
South Bend,
Indiana
|
$362K
|
+$3.96K
|
+25
|
+1%
|
|
|
521
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$358K
|
+$396K
|
+2,500
|
New
|
|
|
522
|
Stephens Inc
Little Rock,
Arkansas
|
$352K
|
-$476
|
-3
|
-0.1%
|
|
|
523
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$348K
|
-$107K
|
-674
|
-22%
|
|
|
524
|
Profund Advisors
Bethesda,
Maryland
|
$348K
|
-$97.7K
|
-616
|
-20%
|
|
|
525
|
SageView Advisory Group
Newport Beach,
California
|
$346K
|
+$1.9K
|
+12
|
+0.5%
|
|
