|
401
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$744K
|
+$654K
|
+30,366
|
New
|
|
|
402
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$743K
|
+$26K
|
+1,207
|
+4%
|
|
|
403
|
Black Creek Investment Management
Toronto,
Ontario, Canada
|
$736K
|
-$6.59M
|
-306,000
|
-91%
|
|
|
404
|
Perigon Wealth Management
San Francisco,
California
|
$736K
|
+$646K
|
+29,996
|
New
|
|
|
405
|
Spire Wealth Management
Mclean,
Virginia
|
$726K
|
-$90.8K
|
-4,216
|
-12%
|
|
|
406
|
Engineers Gate Manager
New York
|
$721K
|
+$32.8K
|
+1,522
|
+5%
|
|
|
407
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$719K
|
-$91.7K
|
-4,258
|
-13%
|
|
|
408
|
Level Four Advisory Services
Dallas,
Texas
|
$716K
|
+$34.1K
|
+1,585
|
+6%
|
|
|
409
|
Comerica Bank
Dallas,
Texas
|
$713K
|
-$9.79K
|
-455
|
-2%
|
|
|
410
|
Insight 2811 Inc
Chicago,
Illinois
|
$703K
|
+$23.4K
|
+1,088
|
+4%
|
|
|
411
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$700K
|
–
|
–
|
–
|
|
|
412
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$698K
|
+$495
|
+23
|
+0.1%
|
|
|
413
|
Wedbush Securities
Los Angeles,
California
|
$697K
|
+$215
|
+10
|
+0%
|
|
|
414
|
Sage Rhino Capital
Menlo Park,
California
|
$694K
|
-$11.8K
|
-550
|
-2%
|
|
|
415
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$684K
|
-$188K
|
-8,738
|
-24%
|
|
|
416
|
Bard Financial Services
Branford,
Connecticut
|
$684K
|
+$135K
|
+6,250
|
+29%
|
|
|
417
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$681K
|
-$30.1K
|
-1,400
|
-5%
|
|
|
418
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$676K
|
–
|
–
|
–
|
|
|
419
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$661K
|
-$168K
|
-7,817
|
-22%
|
|
|
420
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$656K
|
-$312K
|
-14,500
|
-35%
|
|
|
421
|
Acadian Asset Management
Boston,
Massachusetts
|
$647K
|
+$568K
|
+26,400
|
New
|
|
|
422
|
Mercer Global Advisors
Denver,
Colorado
|
$632K
|
+$286K
|
+13,268
|
+106%
|
|
|
423
|
Bessemer Group
Woodbridge,
New Jersey
|
$627K
|
+$174K
|
+8,061
|
+46%
|
|
|
424
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$617K
|
+$105K
|
+4,900
|
+24%
|
|
|
425
|
Southport Management
Wilson,
Wyoming
|
$613K
|
-$108K
|
-5,000
|
-17%
|
|
