|
701
|
BTC Capital Management
Des Moines,
Iowa
|
$251K
|
+$241K
|
+357
|
New
|
|
|
702
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$251K
|
+$241K
|
+357
|
New
|
|
|
703
|
|
$250K
|
+$11.5K
|
+17
|
+5%
|
|
|
704
|
Legacy Wealth Planning
Reno,
Nevada
|
$247K
|
–
|
–
|
–
|
|
|
705
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$247K
|
+$6.76K
|
+10
|
+3%
|
|
|
706
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$246K
|
-$179K
|
-265
|
-43%
|
|
|
707
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
708
|
Veracity Capital
Atlanta,
Georgia
|
$243K
|
-$287K
|
-425
|
-55%
|
|
|
709
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$235K
|
–
|
–
|
–
|
|
|
710
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$235K
|
+$227K
|
+335
|
New
|
|
|
711
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$234K
|
+$225K
|
+333
|
New
|
|
|
712
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
713
|
Coldstream Capital Management
Bellevue,
Washington
|
$231K
|
+$222K
|
+328
|
New
|
|
|
714
|
Rockland Trust
Hanover,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
715
|
9258 Wealth Management
Blue Ash,
Ohio
|
$226K
|
+$676
|
+1
|
+0.3%
|
|
|
716
|
Linscomb Wealth
Houston,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
717
|
Meridian Wealth Advisors
Austin,
Texas
|
$225K
|
+$217K
|
+321
|
New
|
|
|
718
|
Bailard
Foster City,
California
|
$224K
|
+$216K
|
+319
|
New
|
|
|
719
|
G&S Capital
Denver,
Colorado
|
$224K
|
+$216K
|
+319
|
New
|
|
|
720
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$223K
|
+$108K
|
+159
|
+101%
|
|
|
721
|
Ibex Investors
Denver,
Colorado
|
$223K
|
+$215K
|
+318
|
New
|
|
|
722
|
NuWave Investment Management
Parsippany,
New Jersey
|
$221K
|
+$214K
|
+317
|
New
|
|
|
723
|
Credential Qtrade Securities
Vancouver,
|
$219K
|
-$12.9K
|
-19
|
-6%
|
|
|
724
|
Becker Capital Management
Portland,
Oregon
|
$218K
|
+$210K
|
+311
|
New
|
|
|
725
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$217K
|
+$209K
|
+309
|
New
|
|
