|
401
|
NIA Impact Advisors
Berkeley,
California
|
$1.45M
|
+$27.6K
|
+400
|
+2%
|
|
|
402
|
|
$1.43M
|
+$8.56K
|
+124
|
+0.6%
|
|
|
403
|
GoalVest Advisory
New York
|
$1.43M
|
+$82.1K
|
+1,190
|
+6%
|
|
|
404
|
Dodge & Cox
San Francisco,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
405
|
LOM Asset Management
Hamilton,
|
$1.39M
|
+$7.66K
|
+111
|
+0.5%
|
|
|
406
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.38M
|
-$121K
|
-1,760
|
-8%
|
|
|
407
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.36M
|
+$232K
|
+3,361
|
+20%
|
|
|
408
|
Tectonic Advisors
Frisco,
Texas
|
$1.36M
|
-$67.9K
|
-984
|
-5%
|
|
|
409
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.35M
|
-$105K
|
-1,527
|
-7%
|
|
|
410
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.34M
|
-$33.5K
|
-486
|
-2%
|
|
|
411
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.34M
|
+$175K
|
+2,537
|
+14%
|
|
|
412
|
Syon Capital
San Francisco,
California
|
$1.31M
|
-$25.9K
|
-376
|
-2%
|
|
|
413
|
Vontobel Holding
Zurich,
Switzerland
|
$1.31M
|
–
|
–
|
–
|
|
|
414
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.31M
|
+$300K
|
+4,345
|
+28%
|
|
|
415
|
Kimelman & Baird
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
416
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.28M
|
+$255K
|
+3,700
|
+24%
|
|
|
417
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.27M
|
+$2K
|
+29
|
+0.2%
|
|
|
418
|
Arax Advisory Partners
Denver,
Colorado
|
$1.27M
|
+$997K
|
+14,439
|
+315%
|
|
|
419
|
AlphaCore Capital
La Jolla,
California
|
$1.27M
|
+$1.07M
|
+15,564
|
+451%
|
|
|
420
|
Crux Wealth Advisors
Long Beach,
California
|
$1.27M
|
+$115K
|
+1,665
|
+10%
|
|
|
421
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$1.26M
|
-$1.52K
|
-22
|
-0.1%
|
|
|
422
|
Midwest Trust
Overland Park,
Kansas
|
$1.25M
|
-$13.5K
|
-196
|
-1%
|
|
|
423
|
Inlet Private Wealth
Jupiter,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
424
|
SBI Securities
Tokyo,
Japan
|
$1.25M
|
-$16.2K
|
-235
|
-1%
|
|
|
425
|
|
$1.24M
|
-$415K
|
-6,012
|
-24%
|
|
