|
401
|
Five Oceans Advisors
Santa Monica,
California
|
$297K
|
-$16.3K
|
-526
|
-6%
|
|
|
402
|
Fox Run Management
Greenwich,
Connecticut
|
$290K
|
+$265K
|
+8,573
|
New
|
|
|
403
|
Haven Private
Orlando,
Florida
|
$288K
|
+$264K
|
+8,516
|
New
|
|
|
404
|
Zhang Financial
Portage,
Michigan
|
$288K
|
-$12.7K
|
-412
|
-5%
|
|
|
405
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$284K
|
+$10.7K
|
+347
|
+4%
|
|
|
406
|
Fiduciary Trust
Boston,
Massachusetts
|
$281K
|
+$2.48K
|
+80
|
+1%
|
|
|
407
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$277K
|
+$23K
|
+744
|
+10%
|
|
|
408
|
Evelyn Partners Investment Management Services
London,
|
$274K
|
–
|
–
|
–
|
|
|
409
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$271K
|
+$22K
|
+710
|
+10%
|
|
|
410
|
Empirical Wealth Management
Seattle,
Washington
|
$269K
|
+$246K
|
+7,947
|
New
|
|
|
411
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$267K
|
-$20.6K
|
-666
|
-8%
|
|
|
412
|
Saba Capital Management
New York
|
$265K
|
+$243K
|
+7,844
|
New
|
|
|
413
|
Perigon Wealth Management
San Francisco,
California
|
$265K
|
-$145K
|
-4,678
|
-37%
|
|
|
414
|
|
$265K
|
+$242K
|
+7,825
|
New
|
|
|
415
|
Park National Corp
Newark,
Ohio
|
$263K
|
+$16.8K
|
+544
|
+8%
|
|
|
416
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$262K
|
+$240K
|
+7,747
|
New
|
|
|
417
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$258K
|
+$6.81K
|
+220
|
+3%
|
|
|
418
|
EP Wealth Advisors
Torrance,
California
|
$258K
|
+$236K
|
+7,638
|
New
|
|
|
419
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$257K
|
-$148K
|
-4,789
|
-38%
|
|
|
420
|
KeyBank National Association
Cleveland,
Ohio
|
$251K
|
+$14.4K
|
+464
|
+7%
|
|
|
421
|
Beacon Pointe Advisors
Newport Beach,
California
|
$251K
|
+$5.76K
|
+186
|
+3%
|
|
|
422
|
Westover Capital Advisors
Wilmington,
Delaware
|
$247K
|
-$16.5K
|
-533
|
-7%
|
|
|
423
|
Cromwell Holdings
Jackson,
Wyoming
|
$245K
|
–
|
–
|
–
|
|
|
424
|
OneAscent Financial Services
Birmingham,
Alabama
|
$241K
|
-$30.6K
|
-989
|
-12%
|
|
|
425
|
Principal Securities
Des Moines,
Iowa
|
$236K
|
+$83.2K
|
+2,688
|
+63%
|
|
