|
601
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$505K
|
+$11.1K
|
+146
|
+2%
|
|
|
602
|
Spirit of America Management Corp
Syosset,
New York
|
$504K
|
–
|
–
|
–
|
|
|
603
|
Cypress Capital Group
Palm Beach,
Florida
|
$504K
|
+$4.41K
|
+58
|
+1%
|
|
|
604
|
Lee Capital Holdings
New York
|
$494K
|
+$459K
|
+6,030
|
New
|
|
|
605
|
OneAscent Financial Services
Birmingham,
Alabama
|
$494K
|
+$459K
|
+6,032
|
New
|
|
|
606
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$492K
|
–
|
–
|
–
|
|
|
607
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$484K
|
–
|
–
|
–
|
|
|
608
|
Sanders Morris Harris
Houston,
Texas
|
$478K
|
–
|
–
|
–
|
|
|
609
|
Rathbones Group
Liverpool,
United Kingdom
|
$477K
|
-$1.05M
|
-13,810
|
-70%
|
|
|
610
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$469K
|
–
|
–
|
–
|
|
|
611
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$461K
|
+$9.89K
|
+130
|
+2%
|
|
|
612
|
WorldQuant Millennium Advisors
New York
|
$459K
|
-$23.6M
|
-310,585
|
-98%
|
|
|
613
|
Pitcairn
Conshohocken,
Pennsylvania
|
$452K
|
+$76
|
+1
|
+0%
|
|
|
614
|
MML Investors Services
Springfield,
Massachusetts
|
$445K
|
-$48K
|
-631
|
-10%
|
|
|
615
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$445K
|
-$23.7K
|
-311
|
-5%
|
|
|
616
|
|
$442K
|
-$2.24M
|
-29,413
|
-85%
|
|
|
617
|
Gratus Capital
Atlanta,
Georgia
|
$441K
|
+$29.1K
|
+382
|
+8%
|
|
|
618
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$439K
|
-$27.5K
|
-361
|
-6%
|
|
|
619
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$433K
|
+$26.6K
|
+350
|
+7%
|
|
|
620
|
Checchi Capital Advisers
Beverly Hills,
California
|
$423K
|
-$42.9K
|
-564
|
-10%
|
|
|
621
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$418K
|
–
|
–
|
–
|
|
|
622
|
Private Trust Company
Cleveland,
Ohio
|
$417K
|
-$46K
|
-604
|
-11%
|
|
|
623
|
L.J. Altfest & Co
New York
|
$417K
|
-$228
|
-3
|
-0.1%
|
|
|
624
|
Albion Financial Group
Salt Lake City,
Utah
|
$414K
|
+$385K
|
+5,055
|
New
|
|
|
625
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$413K
|
-$46.7K
|
-613
|
-11%
|
|
