|
401
|
Moody National Bank Trust Division
Galveston,
Texas
|
$824K
|
-$946K
|
-9,741
|
-49%
|
|
|
402
|
Level Four Advisory Services
Dallas,
Texas
|
$821K
|
-$284K
|
-2,930
|
-22%
|
|
|
403
|
SignatureFD
Atlanta,
Georgia
|
$819K
|
-$74K
|
-762
|
-7%
|
|
|
404
|
Capital Fund Management (CFM)
Paris,
France
|
$801K
|
+$976K
|
+10,049
|
New
|
|
|
405
|
|
$797K
|
+$971K
|
+10,000
|
New
|
|
|
406
|
Hartree Partners
New York
|
$797K
|
+$971K
|
+10,000
|
New
|
|
|
407
|
Inspire Investing
Meridian,
Idaho
|
$796K
|
-$773K
|
-7,963
|
-44%
|
|
|
408
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$796K
|
+$550K
|
+5,669
|
+131%
|
|
|
409
|
Berkeley Capital Partners
Milton,
Georgia
|
$791K
|
+$1.07K
|
+11
|
+0.1%
|
|
|
410
|
Tacita Capital
Toronto,
Ontario, Canada
|
$775K
|
+$405K
|
+4,170
|
+75%
|
|
|
411
|
Davenport & Co
Richmond,
Virginia
|
$772K
|
-$24.9K
|
-256
|
-3%
|
|
|
412
|
CPWM LLC
Seattle,
Washington
|
$770K
|
-$36.5K
|
-376
|
-4%
|
|
|
413
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$766K
|
+$317K
|
+3,267
|
+52%
|
|
|
414
|
Comerica Securities
Detroit,
Michigan
|
$759K
|
-$34.6K
|
-356
|
-4%
|
|
|
415
|
Belpointe Asset Management
Reno,
Nevada
|
$746K
|
+$357K
|
+3,675
|
+50%
|
|
|
416
|
Paradiem
Covington,
Louisiana
|
$729K
|
+$888K
|
+9,148
|
New
|
|
|
417
|
Marco Investment Management
Atlanta,
Georgia
|
$724K
|
–
|
–
|
–
|
|
|
418
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$722K
|
+$599K
|
+6,174
|
+214%
|
|
|
419
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$721K
|
-$12.8K
|
-132
|
-1%
|
|
|
420
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$720K
|
–
|
–
|
–
|
|
|
421
|
|
$719K
|
+$876K
|
+9,020
|
New
|
|
|
422
|
Pitcairn
Conshohocken,
Pennsylvania
|
$708K
|
+$150K
|
+1,546
|
+21%
|
|
|
423
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$701K
|
+$854K
|
+8,798
|
New
|
|
|
424
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$698K
|
-$1.03M
|
-10,636
|
-55%
|
|
|
425
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$697K
|
-$8.25K
|
-85
|
-1%
|
|
