|
401
|
Diversified Trust
Memphis,
Tennessee
|
$823K
|
-$90.7K
|
-301
|
-10%
|
|
|
402
|
|
$822K
|
-$95.5K
|
-317
|
-10%
|
|
|
403
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$815K
|
+$87.7K
|
+291
|
+12%
|
|
|
404
|
Financial Advocates Investment Management
Olympia,
Washington
|
$811K
|
-$70.5K
|
-234
|
-8%
|
|
|
405
|
Fulton Bank
Lancaster,
Pennsylvania
|
$801K
|
+$6.93K
|
+23
|
+0.8%
|
|
|
406
|
|
$801K
|
+$377K
|
+1,250
|
+84%
|
|
|
407
|
Glenview Trust
Louisville,
Kentucky
|
$787K
|
–
|
–
|
–
|
|
|
408
|
Evanson Asset Management
Carmel,
California
|
$781K
|
–
|
–
|
–
|
|
|
409
|
GW&K Investment Management
Boston,
Massachusetts
|
$781K
|
+$803K
|
+2,665
|
New
|
|
|
410
|
Intrua Financial
Houston,
Texas
|
$777K
|
-$94K
|
-312
|
-11%
|
|
|
411
|
Echo45 Advisors
Walnut Creek,
California
|
$766K
|
+$788K
|
+2,614
|
New
|
|
|
412
|
Veery Capital
Wilmington,
Delaware
|
$758K
|
+$1.51K
|
+5
|
+0.2%
|
|
|
413
|
Prosperity Planning
Kansas City,
Missouri
|
$755K
|
-$904
|
-3
|
-0.1%
|
|
|
414
|
Park Avenue Securities
New York
|
$750K
|
+$232K
|
+771
|
+43%
|
|
|
415
|
Navis Wealth Advisors
Rye Brook,
New York
|
$743K
|
–
|
–
|
–
|
|
|
416
|
Garrison Point Advisors
Walnut Creek,
California
|
$737K
|
–
|
–
|
–
|
|
|
417
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$733K
|
+$1.51K
|
+5
|
+0.2%
|
|
|
418
|
True North Advisors
Dallas,
Texas
|
$732K
|
+$34.1K
|
+113
|
+5%
|
|
|
419
|
Aspiriant LLC
Los Angeles,
California
|
$723K
|
–
|
–
|
–
|
|
|
420
|
Certuity
North Palm Beach,
Florida
|
$722K
|
+$306K
|
+1,015
|
+70%
|
|
|
421
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$720K
|
-$7.53K
|
-25
|
-1%
|
|
|
422
|
Westfield Capital Management
Boston,
Massachusetts
|
$714K
|
+$734K
|
+2,435
|
New
|
|
|
423
|
Consilium Wealth Advisory
Richardson,
Texas
|
$708K
|
+$728K
|
+2,416
|
New
|
|
|
424
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$699K
|
+$1.51K
|
+5
|
+0.2%
|
|
|
425
|
Newton One Investments
Newark,
Delaware
|
$689K
|
+$1.51K
|
+5
|
+0.2%
|
|
