|
401
|
Next Financial Group
Houston,
Texas
|
$649K
|
+$11.4K
|
+103
|
+2%
|
|
|
402
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$648K
|
–
|
–
|
–
|
|
|
403
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$645K
|
-$221K
|
-1,993
|
-26%
|
|
|
404
|
XTX Topco
George Town,
Cayman Islands
|
$643K
|
+$616K
|
+5,545
|
New
|
|
|
405
|
ClearBridge Investments (Australia)
Sydney,
Australia
|
$629K
|
+$168K
|
+1,510
|
+39%
|
|
|
406
|
Pacer Advisors
Malvern,
Pennsylvania
|
$624K
|
-$31.6K
|
-285
|
-5%
|
|
|
407
|
Allianz Asset Management
Munich,
Germany
|
$622K
|
-$5.22M
|
-47,000
|
-90%
|
|
|
408
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$617K
|
+$117K
|
+1,055
|
+25%
|
|
|
409
|
First Personal Financial Services
Charlotte,
North Carolina
|
$614K
|
-$52.3K
|
-471
|
-8%
|
|
|
410
|
Fagan Associates
Troy,
New York
|
$613K
|
–
|
–
|
–
|
|
|
411
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$609K
|
–
|
–
|
–
|
|
|
412
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$606K
|
+$580K
|
+5,229
|
New
|
|
|
413
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$604K
|
-$30.3K
|
-273
|
-5%
|
|
|
414
|
Commerce Bank
Kansas City,
Missouri
|
$599K
|
+$34.6K
|
+312
|
+6%
|
|
|
415
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$595K
|
–
|
–
|
–
|
|
|
416
|
Bridges Investment Management
Omaha,
Nebraska
|
$591K
|
-$50K
|
-450
|
-8%
|
|
|
417
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$589K
|
+$2.44K
|
+22
|
+0.4%
|
|
|
418
|
Pecaut & Co
Sioux City,
Iowa
|
$586K
|
–
|
–
|
–
|
|
|
419
|
Chevy Chase Trust
Bethesda,
Maryland
|
$580K
|
–
|
–
|
–
|
|
|
420
|
Bourgeon Capital Management
Darien,
Connecticut
|
$580K
|
+$555K
|
+5,000
|
New
|
|
|
421
|
|
$579K
|
–
|
–
|
–
|
|
|
422
|
Shelton Capital Management
Denver,
Colorado
|
$578K
|
–
|
–
|
–
|
|
|
423
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$576K
|
-$76.3K
|
-687
|
-12%
|
|
|
424
|
|
$576K
|
–
|
–
|
–
|
|
|
425
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$569K
|
-$15.5K
|
-140
|
-3%
|
|
