|
401
|
Oxbow Advisors
Austin,
Texas
|
$444K
|
+$484K
|
+2,042
|
New
|
|
|
402
|
KEB Asset Management
Springfield,
Illinois
|
$440K
|
–
|
–
|
–
|
|
|
403
|
Alesco Advisors
Pittsford,
New York
|
$435K
|
–
|
–
|
–
|
|
|
404
|
Regions Financial Corp
Birmingham,
Alabama
|
$430K
|
-$2.13K
|
-9
|
-0.5%
|
|
|
405
|
VERITY Wealth Advisors
Sausalito,
United States
|
$428K
|
–
|
–
|
–
|
|
|
406
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$426K
|
–
|
–
|
–
|
|
|
407
|
Congress Wealth Management
Boston,
Massachusetts
|
$425K
|
+$223K
|
+940
|
+93%
|
|
|
408
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$423K
|
+$947
|
+4
|
+0.2%
|
|
|
409
|
Evanson Asset Management
Carmel,
California
|
$422K
|
-$260K
|
-1,100
|
-36%
|
|
|
410
|
Ancora Advisors
Cleveland,
Ohio
|
$422K
|
–
|
–
|
–
|
|
|
411
|
AssetMark Inc
Concord,
California
|
$420K
|
–
|
–
|
–
|
|
|
412
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$413K
|
+$72.2K
|
+305
|
+19%
|
|
|
413
|
Waypoint Wealth Partners
Mill Valley,
California
|
$412K
|
–
|
–
|
–
|
|
|
414
|
Facet Wealth Inc
Baltimore,
Maryland
|
$412K
|
+$448K
|
+1,894
|
New
|
|
|
415
|
High Probability Advisors
Pittsford,
New York
|
$411K
|
-$56.4K
|
-238
|
-11%
|
|
|
416
|
CM Wealth Advisors
Beachwood,
Ohio
|
$409K
|
+$445K
|
+1,880
|
New
|
|
|
417
|
Realta Investment Advisors
Wilmington,
Delaware
|
$406K
|
+$21.8K
|
+92
|
+5%
|
|
|
418
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$403K
|
+$439K
|
+1,855
|
New
|
|
|
419
|
MTM Investment Management
Spartanburg,
South Carolina
|
$400K
|
–
|
–
|
–
|
|
|
420
|
Coldstream Capital Management
Bellevue,
Washington
|
$397K
|
-$14K
|
-59
|
-3%
|
|
|
421
|
James Investment Research
Alpha,
Ohio
|
$390K
|
–
|
–
|
–
|
|
|
422
|
RVW Wealth
Los Angeles,
California
|
$390K
|
–
|
–
|
–
|
|
|
423
|
HM Payson & Co
Portland,
Maine
|
$389K
|
–
|
–
|
–
|
|
|
424
|
United Bank (Virginia)
Vienna,
Virginia
|
$385K
|
–
|
–
|
–
|
|
|
425
|
Cerity Partners OCIO
New York
|
$385K
|
+$710
|
+3
|
+0.2%
|
|
