|
601
|
Security National Trust
Wheeling,
West Virginia
|
$593K
|
-$171K
|
-3,354
|
-22%
|
|
|
602
|
Oppenheimer & Co
New York
|
$592K
|
-$377K
|
-7,385
|
-39%
|
|
|
603
|
Ritholtz Wealth Management
New York
|
$587K
|
+$116K
|
+2,263
|
+24%
|
|
|
604
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$586K
|
+$23.3K
|
+457
|
+4%
|
|
|
605
|
Cullinan Associates
Louisville,
Kentucky
|
$583K
|
–
|
–
|
–
|
|
|
606
|
Stephens Inc
Little Rock,
Arkansas
|
$582K
|
+$32.1K
|
+629
|
+6%
|
|
|
607
|
Kestra Private Wealth Services
Austin,
Texas
|
$581K
|
+$587K
|
+11,493
|
New
|
|
|
608
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$574K
|
+$584K
|
+11,431
|
New
|
|
|
609
|
Intersect Capital
San Ramon,
California
|
$570K
|
+$266K
|
+5,217
|
+85%
|
|
|
610
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$569K
|
-$20.3M
|
-396,744
|
-97%
|
|
|
611
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$569K
|
-$68.9K
|
-1,350
|
-11%
|
|
|
612
|
Bridgefront Capital
Austin,
Texas
|
$564K
|
+$573K
|
+11,229
|
New
|
|
|
613
|
Savant Capital
Rockford,
Illinois
|
$558K
|
+$62.6K
|
+1,226
|
+12%
|
|
|
614
|
Colony Group
Boston,
Massachusetts
|
$557K
|
+$201K
|
+3,932
|
+55%
|
|
|
615
|
Ashfield Capital Partners
San Francisco,
California
|
$556K
|
–
|
–
|
–
|
|
|
616
|
Brown Brothers Harriman & Co
New York
|
$555K
|
+$36.6K
|
+717
|
+7%
|
|
|
617
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$554K
|
+$563K
|
+11,028
|
New
|
|
|
618
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$552K
|
-$247K
|
-4,844
|
-31%
|
|
|
619
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$550K
|
-$15.3K
|
-300
|
-3%
|
|
|
620
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$550K
|
+$104K
|
+2,038
|
+23%
|
|
|
621
|
Mraz Amerine & Associates
Modesto,
California
|
$543K
|
+$235K
|
+4,606
|
+74%
|
|
|
622
|
Perritt Capital Management
Chicago,
Illinois
|
$542K
|
–
|
–
|
–
|
|
|
623
|
White Pine Capital
Bloomington,
Minnesota
|
$540K
|
-$70.5K
|
-1,380
|
-11%
|
|
|
624
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$536K
|
-$1.99K
|
-39
|
-0.4%
|
|
|
625
|
FDx Advisors
Chicago,
Illinois
|
$534K
|
+$542K
|
+10,621
|
New
|
|
