|
376
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$732K
|
–
|
–
|
–
|
|
|
377
|
Coldstream Capital Management
Bellevue,
Washington
|
$730K
|
-$21.9K
|
-104
|
-3%
|
|
|
378
|
|
$729K
|
-$2.18M
|
-10,383
|
-79%
|
|
|
379
|
Security National Trust
Wheeling,
West Virginia
|
$720K
|
–
|
–
|
–
|
|
|
380
|
Fulcrum Capital
Seattle,
Washington
|
$713K
|
–
|
–
|
–
|
|
|
381
|
|
$710K
|
-$683K
|
-3,251
|
-53%
|
|
|
382
|
JGP Wealth Management
Bend,
Oregon
|
$702K
|
+$599K
|
+2,849
|
New
|
|
|
383
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$695K
|
+$290K
|
+1,378
|
+96%
|
|
|
384
|
Donaldson Capital Management
Evansville,
Indiana
|
$672K
|
-$63.3K
|
-301
|
-10%
|
|
|
385
|
44 Wealth Management
Eugene,
Oregon
|
$666K
|
–
|
–
|
–
|
|
|
386
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$661K
|
+$47.5K
|
+226
|
+9%
|
|
|
387
|
SVB Wealth
Boston,
Massachusetts
|
$654K
|
-$5.47K
|
-26
|
-1%
|
|
|
388
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$648K
|
+$553K
|
+2,629
|
New
|
|
|
389
|
Inspire Investing
Meridian,
Idaho
|
$647K
|
+$552K
|
+2,625
|
New
|
|
|
390
|
Tidal Investments
Milwaukee,
Wisconsin
|
$641K
|
+$145K
|
+692
|
+36%
|
|
|
391
|
Empirical Wealth Management
Seattle,
Washington
|
$638K
|
+$314K
|
+1,494
|
+137%
|
|
|
392
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$630K
|
+$222K
|
+1,056
|
+70%
|
|
|
393
|
Veritable
Wilmington,
Delaware
|
$624K
|
-$5.47K
|
-26
|
-1%
|
|
|
394
|
Nomura Holdings
Tokyo,
Japan
|
$621K
|
+$222K
|
+1,057
|
+72%
|
|
|
395
|
Oak Harvest Investment Services
Houston,
Texas
|
$620K
|
+$528K
|
+2,513
|
New
|
|
|
396
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$611K
|
-$3.99K
|
-19
|
-0.8%
|
|
|
397
|
GM Advisory Group
Melville,
New York
|
$609K
|
–
|
–
|
–
|
|
|
398
|
Dowling & Yahnke
San Diego,
California
|
$608K
|
–
|
–
|
–
|
|
|
399
|
Financial Advocates Investment Management
Olympia,
Washington
|
$606K
|
-$73.2K
|
-348
|
-12%
|
|
|
400
|
Corient Capital Partners
Newport Beach,
California
|
$597K
|
+$47.9K
|
+228
|
+10%
|
|
