|
401
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$3.5M
|
-$792K
|
-3,007
|
-21%
|
|
|
402
|
NIA Impact Advisors
Berkeley,
California
|
$3.41M
|
+$2.85M
|
+10,830
|
New
|
|
|
403
|
|
$3.39M
|
-$3.35M
|
-12,693
|
-53%
|
|
|
404
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$3.36M
|
+$1.68M
|
+6,365
|
+137%
|
|
|
405
|
Mariner
Overland Park,
Kansas
|
$3.24M
|
+$2.8M
|
+10,620
|
New
|
|
|
406
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3.21M
|
-$1.32K
|
-5
|
-0%
|
|
|
407
|
Avitas Wealth Management
Los Angeles,
California
|
$3.19M
|
+$387K
|
+1,468
|
+16%
|
|
|
408
|
Voya Financial Advisors
Windsor,
Connecticut
|
$3.14M
|
+$514K
|
+1,951
|
+23%
|
|
|
409
|
First Quadrant
Glendale,
California
|
$3.13M
|
+$2.28M
|
+8,634
|
+531%
|
|
|
410
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.06M
|
+$217K
|
+824
|
+9%
|
|
|
411
|
RBF Capital
San Francisco,
California
|
$3.05M
|
–
|
–
|
–
|
|
|
412
|
Creative Planning
Overland Park,
Kansas
|
$3.05M
|
-$294K
|
-1,117
|
-10%
|
|
|
413
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$3M
|
+$5.27K
|
+20
|
+0.2%
|
|
|
414
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.98M
|
-$51.9K
|
-197
|
-2%
|
|
|
415
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.97M
|
-$82.7K
|
-314
|
-3%
|
|
|
416
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.95M
|
+$523K
|
+1,983
|
+26%
|
|
|
417
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.94M
|
-$87.5K
|
-332
|
-3%
|
|
|
418
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.93M
|
-$240K
|
-909
|
-9%
|
|
|
419
|
Arden Trust
Wilmington,
Delaware
|
$2.93M
|
-$20.6K
|
-78
|
-0.8%
|
|
|
420
|
Veritable
Wilmington,
Delaware
|
$2.92M
|
+$196K
|
+744
|
+8%
|
|
|
421
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.88M
|
+$864K
|
+3,278
|
+53%
|
|
|
422
|
KeyBank National Association
Cleveland,
Ohio
|
$2.87M
|
+$41.1K
|
+156
|
+2%
|
|
|
423
|
BP
London,
United Kingdom
|
$2.86M
|
-$2.85M
|
-10,820
|
-54%
|
|
|
424
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$2.84M
|
+$39.5K
|
+150
|
+2%
|
|
|
425
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.78M
|
+$106K
|
+403
|
+5%
|
|
