|
401
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.26M
|
-$112K
|
-2,871
|
-8%
|
|
|
402
|
Empirical Finance
Havertown,
Pennsylvania
|
$1.25M
|
+$114K
|
+2,906
|
+10%
|
|
|
403
|
Quilter Plc
London,
United Kingdom
|
$1.25M
|
–
|
–
|
–
|
|
|
404
|
Swiss Life Asset Management
Zurich,
|
$1.23M
|
-$30.8K
|
-787
|
-3%
|
|
|
405
|
Avitas Wealth Management
Los Angeles,
California
|
$1.22M
|
+$1.18M
|
+30,181
|
New
|
|
|
406
|
Nikko Asset Management Americas
New York
|
$1.22M
|
-$847K
|
-21,612
|
-42%
|
|
|
407
|
Fox Run Management
Greenwich,
Connecticut
|
$1.21M
|
+$1.17M
|
+29,912
|
New
|
|
|
408
|
Level Four Advisory Services
Dallas,
Texas
|
$1.2M
|
-$138K
|
-3,518
|
-11%
|
|
|
409
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.19M
|
-$190K
|
-4,850
|
-14%
|
|
|
410
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.18M
|
-$52.2K
|
-1,333
|
-4%
|
|
|
411
|
Leisure Capital Management
Costa Mesa,
California
|
$1.16M
|
+$22.6K
|
+578
|
+2%
|
|
|
412
|
Kestra Advisory Services
Austin,
Texas
|
$1.16M
|
+$78.4K
|
+2,001
|
+8%
|
|
|
413
|
|
$1.16M
|
-$1.96M
|
-49,987
|
-64%
|
|
|
414
|
Delphi Management
Brookline,
Massachusetts
|
$1.15M
|
+$75.7K
|
+1,933
|
+7%
|
|
|
415
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$1.15M
|
-$3.8K
|
-97
|
-0.3%
|
|
|
416
|
Vinva Investment Management
Sydney,
Australia
|
$1.13M
|
+$43.6K
|
+1,114
|
+4%
|
|
|
417
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$1.13M
|
+$19.1K
|
+487
|
+2%
|
|
|
418
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.12M
|
-$55.1K
|
-1,406
|
-5%
|
|
|
419
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.12M
|
+$783K
|
+20,001
|
+261%
|
|
|
420
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.12M
|
+$8.81K
|
+225
|
+0.8%
|
|
|
421
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$1.12M
|
-$62.7K
|
-1,600
|
-5%
|
|
|
422
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.1M
|
+$114K
|
+2,900
|
+12%
|
|
|
423
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$1.09M
|
-$159K
|
-4,057
|
-13%
|
|
|
424
|
Bowman & Company
Oshkosh,
Wisconsin
|
$1.06M
|
+$86.6K
|
+2,211
|
+9%
|
|
|
425
|
Caprock Group
Boise,
Idaho
|
$1.04M
|
+$211K
|
+5,384
|
+26%
|
|
