|
651
|
Dodge & Cox
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
652
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$411K
|
–
|
–
|
–
|
|
|
653
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$408K
|
+$1.45K
|
+5
|
+0.3%
|
|
|
654
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$407K
|
-$8.13K
|
-28
|
-2%
|
|
|
655
|
Choate Investment Advisors
Boston,
Massachusetts
|
$404K
|
+$58.1K
|
+200
|
+14%
|
|
|
656
|
First National Advisers
Omaha,
Nebraska
|
$394K
|
+$150K
|
+515
|
+47%
|
|
|
657
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$393K
|
-$33.4K
|
-115
|
-7%
|
|
|
658
|
Institute for Wealth Management
Denver,
Colorado
|
$390K
|
-$4.65K
|
-16
|
-1%
|
|
|
659
|
CTC Capital Management
Chicago,
Illinois
|
$389K
|
+$465K
|
+1,600
|
New
|
|
|
660
|
Spinnaker Trust
Portland,
Maine
|
$385K
|
–
|
–
|
–
|
|
|
661
|
Capital Planning Advisors
Roseville,
California
|
$380K
|
-$439K
|
-1,510
|
-49%
|
|
|
662
|
|
$376K
|
+$46.5K
|
+160
|
+12%
|
|
|
663
|
Sendero Wealth Management
San Antonio,
Texas
|
$376K
|
+$449K
|
+1,545
|
New
|
|
|
664
|
Curi RMB Capital
Chicago,
Illinois
|
$375K
|
-$1.74K
|
-6
|
-0.4%
|
|
|
665
|
Balentine LLC
Atlanta,
Georgia
|
$375K
|
+$216K
|
+743
|
+93%
|
|
|
666
|
NVWM LLC
Yardley,
Pennsylvania
|
$374K
|
-$277K
|
-955
|
-38%
|
|
|
667
|
Personal Capital Advisors
Redwood City,
California
|
$372K
|
+$1.74K
|
+6
|
+0.4%
|
|
|
668
|
Fund Management at Engine No 1
San Francisco,
California
|
$369K
|
-$30.2K
|
-104
|
-6%
|
|
|
669
|
Maple Capital Management
Montpelier,
Vermont
|
$366K
|
-$5.52K
|
-19
|
-2%
|
|
|
670
|
Great Lakes Advisors
Chicago,
Illinois
|
$365K
|
+$8.13K
|
+28
|
+2%
|
|
|
671
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
672
|
Avantax Advisory Services
Dallas,
Texas
|
$360K
|
-$239K
|
-823
|
-36%
|
|
|
673
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$359K
|
–
|
–
|
–
|
|
|
674
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$355K
|
-$9.01K
|
-31
|
-2%
|
|
|
675
|
Brave Asset Management
Summit,
New Jersey
|
$354K
|
–
|
–
|
–
|
|
