|
401
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.27M
|
–
|
–
|
–
|
|
|
402
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.25M
|
-$570K
|
-15,375
|
-34%
|
|
|
403
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.25M
|
-$157K
|
-4,245
|
-12%
|
|
|
404
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$1.25M
|
-$83.4K
|
-2,250
|
-7%
|
|
|
405
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.25M
|
-$83.4K
|
-2,250
|
-7%
|
|
|
406
|
Vise Technologies
New York
|
$1.23M
|
+$1.11M
|
+29,829
|
New
|
|
|
407
|
Capital Fund Management (CFM)
Paris,
France
|
$1.23M
|
-$2.18M
|
-58,735
|
-66%
|
|
|
408
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.2M
|
–
|
–
|
–
|
|
|
409
|
Pembroke Management
Montreal,
Quebec, Canada
|
$1.2M
|
+$195K
|
+5,260
|
+33%
|
|
|
410
|
WorldQuant Millennium Advisors
New York
|
$1.19M
|
+$1.07M
|
+28,934
|
New
|
|
|
411
|
|
$1.18M
|
-$397K
|
-10,707
|
-27%
|
|
|
412
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$1.17M
|
+$74.2K
|
+2,003
|
+8%
|
|
|
413
|
NBC Securities
Birmingham,
Alabama
|
$1.17M
|
-$6.67K
|
-180
|
-0.6%
|
|
|
414
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$1.16M
|
-$42.8K
|
-1,154
|
-4%
|
|
|
415
|
Barclays
London,
United Kingdom
|
$1.15M
|
-$757K
|
-20,418
|
-42%
|
|
|
416
|
Segment Wealth Management
Houston,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
417
|
Portside Wealth Group
Provo,
Utah
|
$1.12M
|
+$5.56K
|
+150
|
+0.6%
|
|
|
418
|
Clearstead Trust
Portland,
Maine
|
$1.12M
|
+$28.7K
|
+775
|
+3%
|
|
|
419
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.11M
|
-$111K
|
-3,000
|
-10%
|
|
|
420
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.09M
|
+$84.9K
|
+2,292
|
+10%
|
|
|
421
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.08M
|
+$536K
|
+14,466
|
+124%
|
|
|
422
|
Atomi Financial Group
New York
|
$1.04M
|
+$182K
|
+4,923
|
+24%
|
|
|
423
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
|
424
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$1.03M
|
+$131K
|
+3,522
|
+16%
|
|
|
425
|
Lido Advisors
Los Angeles,
California
|
$1.03M
|
-$29.6K
|
-800
|
-3%
|
|
