|
376
|
KCM Investment Advisors
Greenbrae,
California
|
$874K
|
–
|
–
|
–
|
|
|
377
|
Veritable
Wilmington,
Delaware
|
$872K
|
+$11.3K
|
+85
|
+1%
|
|
|
378
|
Clearstead Trust
Portland,
Maine
|
$871K
|
-$107K
|
-805
|
-11%
|
|
|
379
|
BOK Financial
Tulsa,
Oklahoma
|
$858K
|
+$892K
|
+6,701
|
New
|
|
|
380
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$832K
|
-$250K
|
-1,882
|
-29%
|
|
|
381
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$821K
|
+$492K
|
+3,700
|
+136%
|
|
|
382
|
SVB Wealth
Boston,
Massachusetts
|
$808K
|
+$42.7K
|
+321
|
+5%
|
|
|
383
|
Tocqueville Asset Management
New York
|
$805K
|
–
|
–
|
–
|
|
|
384
|
Geneos Wealth Management
Englewood,
Colorado
|
$795K
|
+$41.7K
|
+313
|
+5%
|
|
|
385
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$795K
|
+$209K
|
+1,568
|
+34%
|
|
|
386
|
Boston Financial Management
Boston,
Massachusetts
|
$786K
|
–
|
–
|
–
|
|
|
387
|
Oppenheimer Asset Management
New York
|
$773K
|
+$9.05K
|
+68
|
+1%
|
|
|
388
|
Park Avenue Securities
New York
|
$770K
|
+$103K
|
+774
|
+15%
|
|
|
389
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$768K
|
–
|
–
|
–
|
|
|
390
|
Kestra Private Wealth Services
Austin,
Texas
|
$764K
|
+$794K
|
+5,969
|
New
|
|
|
391
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$742K
|
–
|
–
|
–
|
|
|
392
|
Equitable Trust
Nashville,
Tennessee
|
$738K
|
-$71.1K
|
-534
|
-8%
|
|
|
393
|
HighTower Advisors
Chicago,
Illinois
|
$734K
|
+$149K
|
+1,120
|
+24%
|
|
|
394
|
Neo Ivy Capital Management
New York
|
$724K
|
+$1.08M
|
+8,083
|
New
|
|
|
395
|
Seelaus Asset Management
Chatham,
New Jersey
|
$705K
|
–
|
–
|
–
|
|
|
396
|
Manchester Capital Management
Manchester,
Vermont
|
$699K
|
–
|
–
|
–
|
|
|
397
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$691K
|
–
|
–
|
–
|
|
|
398
|
D.A. Davidson & Co
Great Falls,
Montana
|
$653K
|
–
|
–
|
–
|
|
|
399
|
Kintegral Advisory
New York
|
$650K
|
–
|
–
|
–
|
|
|
400
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$650K
|
–
|
–
|
–
|
|
