|
601
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$283K
|
+$10.5K
|
+60
|
+4%
|
|
|
602
|
Tocqueville Asset Management
New York
|
$281K
|
–
|
–
|
–
|
|
|
603
|
Acadian Asset Management
Boston,
Massachusetts
|
$281K
|
-$208K
|
-1,186
|
-43%
|
|
|
604
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$281K
|
+$8.44K
|
+48
|
+3%
|
|
|
605
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$281K
|
+$98.3K
|
+559
|
+55%
|
|
|
606
|
Caprock Group
Boise,
Idaho
|
$277K
|
+$42.7K
|
+243
|
+19%
|
|
|
607
|
Boltwood Capital Management
Walnut Creek,
California
|
$277K
|
+$5.1K
|
+29
|
+2%
|
|
|
608
|
Camelot Portfolios
Maumee,
Ohio
|
$277K
|
+$272K
|
+1,550
|
New
|
|
|
609
|
Trust Asset Management
Houston,
Texas
|
$274K
|
–
|
–
|
–
|
|
|
610
|
Kula Investments
Chicago,
Illinois
|
$268K
|
+$264K
|
+1,502
|
New
|
|
|
611
|
Machina Capital
Paris,
France
|
$268K
|
+$21.6K
|
+123
|
+9%
|
|
|
612
|
Fund Management at Engine No 1
San Francisco,
California
|
$266K
|
+$33.8K
|
+192
|
+15%
|
|
|
613
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$260K
|
-$12.7K
|
-72
|
-5%
|
|
|
614
|
Valley Wealth Managers
Paramus,
New Jersey
|
$259K
|
-$9.67K
|
-55
|
-4%
|
|
|
615
|
Utah Peaks Capital
Park City,
Utah
|
$258K
|
+$254K
|
+1,447
|
New
|
|
|
616
|
Harvest Fund Management
Beijing,
China
|
$257K
|
–
|
–
|
–
|
|
|
617
|
Sequoia Financial Advisors
Akron,
Ohio
|
$257K
|
+$253K
|
+1,438
|
New
|
|
|
618
|
Opal Wealth Advisors
Jericho,
New York
|
$256K
|
-$17.4K
|
-99
|
-6%
|
|
|
619
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$256K
|
+$35.5K
|
+202
|
+16%
|
|
|
620
|
NorthRock Partners
Minneapolis,
Minnesota
|
$255K
|
+$22.7K
|
+129
|
+10%
|
|
|
621
|
Boston Trust Walden
Boston,
Massachusetts
|
$253K
|
-$121K
|
-687
|
-33%
|
|
|
622
|
Raleigh Capital Management
Cary,
North Carolina
|
$253K
|
-$16.2K
|
-92
|
-6%
|
|
|
623
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$253K
|
–
|
–
|
–
|
|
|
624
|
Pacer Advisors
Malvern,
Pennsylvania
|
$252K
|
-$378K
|
-2,148
|
-60%
|
|
|
625
|
Sustainable Insight Capital Management
New York
|
$250K
|
-$87.9K
|
-500
|
-26%
|
|
