|
401
|
Gilbert & Cook
West Des Moines,
Iowa
|
$757K
|
+$70.5K
|
+2,637
|
+9%
|
|
|
402
|
Giverny Capital
Montreal,
Quebec, Canada
|
$756K
|
–
|
–
|
–
|
|
|
403
|
Wintrust Investments
Chicago,
Illinois
|
$756K
|
–
|
–
|
–
|
|
|
404
|
|
$749K
|
+$260K
|
+9,743
|
+45%
|
|
|
405
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$745K
|
–
|
–
|
–
|
|
|
406
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$742K
|
+$67.3K
|
+2,520
|
+9%
|
|
|
407
|
Jackson Square Capital
San Francisco,
California
|
$733K
|
-$2.63M
|
-98,562
|
-76%
|
|
|
408
|
Red Cedar Capital
Omaha,
Nebraska
|
$730K
|
+$19.7K
|
+736
|
+2%
|
|
|
409
|
Bridgewater Associates
Westport,
Connecticut
|
$712K
|
-$16.4K
|
-614
|
-2%
|
|
|
410
|
Whittier Trust
South Pasadena,
California
|
$703K
|
+$20.6K
|
+771
|
+3%
|
|
|
411
|
Curi RMB Capital
Chicago,
Illinois
|
$699K
|
+$7.03K
|
+263
|
+0.9%
|
|
|
412
|
Lagoda Investment Management
New York
|
$697K
|
+$113K
|
+4,212
|
+17%
|
|
|
413
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$692K
|
+$302K
|
+11,313
|
+64%
|
|
|
414
|
Roosevelt Investment Group
New York
|
$687K
|
-$12.2K
|
-458
|
-2%
|
|
|
415
|
CRA Financial Services
Northfield,
New Jersey
|
$677K
|
+$11.2K
|
+419
|
+2%
|
|
|
416
|
Legacy Private Trust
Neenah,
Wisconsin
|
$656K
|
–
|
–
|
–
|
|
|
417
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$655K
|
+$18.2K
|
+681
|
+3%
|
|
|
418
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$645K
|
+$719K
|
+26,905
|
New
|
|
|
419
|
|
$638K
|
+$98.8K
|
+3,698
|
+16%
|
|
|
420
|
|
$613K
|
-$109K
|
-4,066
|
-14%
|
|
|
421
|
Moors & Cabot
Boston,
Massachusetts
|
$613K
|
+$90.8K
|
+3,398
|
+15%
|
|
|
422
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$609K
|
-$34.7K
|
-1,299
|
-5%
|
|
|
423
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$609K
|
-$3.58K
|
-134
|
-0.5%
|
|
|
424
|
LVW Advisors
Pittsford,
New York
|
$602K
|
+$4.94K
|
+185
|
+0.7%
|
|
|
425
|
DZ Bank
Frankfurt Am Main,
Germany
|
$601K
|
+$290K
|
+10,864
|
+77%
|
|
