|
376
|
Trust Asset Management
Houston,
Texas
|
$769K
|
–
|
–
|
–
|
|
|
377
|
Avantax Advisory Services
Dallas,
Texas
|
$762K
|
-$181K
|
-2,977
|
-18%
|
|
|
378
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$760K
|
-$6.31K
|
-104
|
-0.7%
|
|
|
379
|
Allred Capital Management
Dallas,
Texas
|
$753K
|
+$508K
|
+8,371
|
+154%
|
|
|
380
|
Berkshire Money Management
Dalton,
Massachusetts
|
$752K
|
–
|
–
|
–
|
|
|
381
|
Prospera Financial Services
Dallas,
Texas
|
$747K
|
-$2.48M
|
-40,829
|
-75%
|
|
|
382
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$739K
|
-$257K
|
-4,242
|
-24%
|
|
|
383
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$736K
|
-$29.3K
|
-482
|
-3%
|
|
|
384
|
RiverGlades Family Offices
Naples,
Florida
|
$729K
|
-$8.38K
|
-138
|
-1%
|
|
|
385
|
|
$717K
|
+$799K
|
+13,164
|
New
|
|
|
386
|
BOK Financial
Tulsa,
Oklahoma
|
$714K
|
+$79.6K
|
+1,312
|
+11%
|
|
|
387
|
Windham Capital Management
Boston,
Massachusetts
|
$708K
|
–
|
–
|
–
|
|
|
388
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$708K
|
+$789K
|
+13,000
|
New
|
|
|
389
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$707K
|
-$70.6K
|
-1,163
|
-9%
|
|
|
390
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$707K
|
+$725K
|
+11,944
|
New
|
|
|
391
|
Nomura Asset Management
Tokyo,
Japan
|
$703K
|
+$391K
|
+6,440
|
+100%
|
|
|
392
|
Belpointe Asset Management
Reno,
Nevada
|
$698K
|
-$314K
|
-5,171
|
-29%
|
|
|
393
|
Gradient Capital Advisors
San Diego,
California
|
$697K
|
-$7.71K
|
-127
|
-1%
|
|
|
394
|
Global Endowment Management
Charlotte,
North Carolina
|
$695K
|
+$208K
|
+3,430
|
+37%
|
|
|
395
|
Solstein Capital
Menlo Park,
California
|
$685K
|
+$763K
|
+12,575
|
New
|
|
|
396
|
55I LLC
Boston,
Massachusetts
|
$683K
|
-$562K
|
-9,252
|
-44%
|
|
|
397
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$683K
|
+$91K
|
+1,500
|
+14%
|
|
|
398
|
Montecito Bank & Trust
Santa Barbara,
California
|
$676K
|
+$530K
|
+8,740
|
+239%
|
|
|
399
|
Bank of the West
Monterey Park,
California
|
$675K
|
-$98K
|
-1,615
|
-12%
|
|
|
400
|
Avitas Wealth Management
Los Angeles,
California
|
$675K
|
-$62.3K
|
-1,026
|
-8%
|
|
