|
601
|
Oxler Private Wealth
Rye Brook,
New York
|
$427K
|
+$396K
|
+5,477
|
New
|
|
|
602
|
Ancora Advisors
Cleveland,
Ohio
|
$422K
|
–
|
–
|
–
|
|
|
603
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$422K
|
+$43K
|
+595
|
+12%
|
|
|
604
|
SG3 Management
Dorado,
Puerto Rico
|
$422K
|
+$390K
|
+5,400
|
New
|
|
|
605
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$415K
|
+$4.77K
|
+66
|
+1%
|
|
|
606
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$410K
|
+$372K
|
+5,149
|
+4,904%
|
|
|
607
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$404K
|
-$39.4K
|
-545
|
-10%
|
|
|
608
|
SVB Wealth
Boston,
Massachusetts
|
$404K
|
+$40.6K
|
+562
|
+12%
|
|
|
609
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$400K
|
+$29.2K
|
+404
|
+9%
|
|
|
610
|
UMB Bank
Kansas City,
Missouri
|
$399K
|
-$92.5K
|
-1,280
|
-20%
|
|
|
611
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$397K
|
+$11.5K
|
+159
|
+3%
|
|
|
612
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$394K
|
+$164K
|
+2,266
|
+82%
|
|
|
613
|
Field & Main Bank
Henderson,
Kentucky
|
$391K
|
-$24.2K
|
-335
|
-6%
|
|
|
614
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$390K
|
+$38.4K
|
+531
|
+12%
|
|
|
615
|
American National Registered Investment Advisor
Galveston,
Texas
|
$386K
|
+$24.9K
|
+345
|
+8%
|
|
|
616
|
Profund Advisors
Bethesda,
Maryland
|
$382K
|
-$1.81K
|
-25
|
-0.5%
|
|
|
617
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$379K
|
+$351K
|
+4,853
|
New
|
|
|
618
|
Cresset Asset Management
Chicago,
Illinois
|
$377K
|
-$6K
|
-83
|
-2%
|
|
|
619
|
IFP Advisors
Tampa,
Florida
|
$375K
|
+$6.5K
|
+90
|
+2%
|
|
|
620
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$370K
|
+$506
|
+7
|
+0.1%
|
|
|
621
|
Appleton Partners
Boston,
Massachusetts
|
$368K
|
–
|
–
|
–
|
|
|
622
|
Allred Capital Management
Dallas,
Texas
|
$358K
|
–
|
–
|
–
|
|
|
623
|
Schnieders Capital Management
Pasadena,
California
|
$358K
|
+$5.42K
|
+75
|
+2%
|
|
|
624
|
Woodward Diversified Capital
Bakersfield,
California
|
$357K
|
+$331K
|
+4,576
|
New
|
|
|
625
|
BTR Capital Management
Oakland,
California
|
$354K
|
+$328K
|
+4,540
|
New
|
|
