|
401
|
Giverny Capital
Montreal,
Quebec, Canada
|
$681K
|
-$16.3K
|
-629
|
-2%
|
|
|
402
|
Wintrust Investments
Chicago,
Illinois
|
$679K
|
-$19.2K
|
-743
|
-2%
|
|
|
403
|
Whittier Trust
South Pasadena,
California
|
$674K
|
+$32.7K
|
+1,262
|
+4%
|
|
|
404
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$671K
|
-$277K
|
-10,703
|
-26%
|
|
|
405
|
Jackson Square Capital
San Francisco,
California
|
$671K
|
-$3.5K
|
-135
|
-0.4%
|
|
|
406
|
Red Cedar Capital
Omaha,
Nebraska
|
$671K
|
–
|
–
|
–
|
|
|
407
|
|
$666K
|
-$26.8K
|
-1,037
|
-3%
|
|
|
408
|
Mitchell Capital Management
Leawood,
Kansas
|
$650K
|
+$764K
|
+29,512
|
New
|
|
|
409
|
Curi RMB Capital
Chicago,
Illinois
|
$643K
|
–
|
–
|
–
|
|
|
410
|
Arcus Capital Partners
Atlanta,
Georgia
|
$641K
|
+$168K
|
+6,492
|
+29%
|
|
|
411
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$639K
|
+$204K
|
+7,865
|
+37%
|
|
|
412
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$636K
|
–
|
–
|
–
|
|
|
413
|
XTX Topco
George Town,
Cayman Islands
|
$634K
|
+$498K
|
+19,230
|
+202%
|
|
|
414
|
Roosevelt Investment Group
New York
|
$631K
|
-$337
|
-13
|
-0%
|
|
|
415
|
CRA Financial Services
Northfield,
New Jersey
|
$623K
|
–
|
–
|
–
|
|
|
416
|
Aquatic Capital Management
Chicago,
Illinois
|
$609K
|
+$716K
|
+27,647
|
New
|
|
|
417
|
AE Wealth Management
Topeka,
Kansas
|
$602K
|
-$143K
|
-5,508
|
-17%
|
|
|
418
|
M&T Bank
Buffalo,
New York
|
$601K
|
-$74.2K
|
-2,867
|
-10%
|
|
|
419
|
Lido Advisors
Los Angeles,
California
|
$598K
|
+$323K
|
+12,482
|
+85%
|
|
|
420
|
Holt Capital Partners
Fort Worth,
Texas
|
$594K
|
-$812K
|
-31,372
|
-54%
|
|
|
421
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$592K
|
+$37.5K
|
+1,449
|
+6%
|
|
|
422
|
Raymond James Trust
St. Petersburg,
Florida
|
$587K
|
+$45.1K
|
+1,742
|
+7%
|
|
|
423
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$585K
|
-$20.8K
|
-803
|
-3%
|
|
|
424
|
IFP Advisors
Tampa,
Florida
|
$580K
|
+$1.71K
|
+66
|
+0.3%
|
|
|
425
|
Moors & Cabot
Boston,
Massachusetts
|
$578K
|
+$17.6K
|
+681
|
+3%
|
|
