|
401
|
Grassi Investment Management
Santa Clara,
California
|
$328K
|
+$322K
|
+5,900
|
New
|
|
|
402
|
Qtron Investments
Boston,
Massachusetts
|
$327K
|
+$321K
|
+5,887
|
New
|
|
|
403
|
IEQ Capital
Foster City,
California
|
$306K
|
+$6.65K
|
+122
|
+2%
|
|
|
404
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
405
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$297K
|
-$12.7K
|
-233
|
-4%
|
|
|
406
|
BSW Wealth Partners
Boulder,
Colorado
|
$295K
|
+$3.27K
|
+60
|
+1%
|
|
|
407
|
|
$293K
|
+$288K
|
+5,272
|
New
|
|
|
408
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$293K
|
+$64.6K
|
+1,184
|
+29%
|
|
|
409
|
Regions Financial Corp
Birmingham,
Alabama
|
$290K
|
–
|
–
|
–
|
|
|
410
|
ALPS Advisors
Denver,
Colorado
|
$290K
|
-$16.1K
|
-296
|
-5%
|
|
|
411
|
EP Wealth Advisors
Torrance,
California
|
$286K
|
+$280K
|
+5,141
|
New
|
|
|
412
|
Trek Financial
Scottsdale,
Arizona
|
$282K
|
-$32.1K
|
-589
|
-10%
|
|
|
413
|
iSAM Funds (UK)
London,
United Kingdom
|
$281K
|
+$276K
|
+5,060
|
New
|
|
|
414
|
Personal CFO Solutions
Chester,
New Jersey
|
$281K
|
-$4.53K
|
-83
|
-2%
|
|
|
415
|
Bard Financial Services
Branford,
Connecticut
|
$278K
|
–
|
–
|
–
|
|
|
416
|
Williams Jones Wealth Management
New York
|
$277K
|
+$272K
|
+4,987
|
New
|
|
|
417
|
PFG Advisors
Phoenix,
Arizona
|
$275K
|
+$7.14K
|
+131
|
+3%
|
|
|
418
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$274K
|
+$23.1K
|
+423
|
+9%
|
|
|
419
|
Balentine LLC
Atlanta,
Georgia
|
$274K
|
-$30K
|
-550
|
-10%
|
|
|
420
|
IHT Wealth Management
Chicago,
Illinois
|
$272K
|
+$6.11K
|
+112
|
+2%
|
|
|
421
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$271K
|
+$266K
|
+4,871
|
New
|
|
|
422
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$269K
|
-$26.6K
|
-488
|
-9%
|
|
|
423
|
TCI Wealth Advisors
Tucson,
Arizona
|
$262K
|
–
|
–
|
–
|
|
|
424
|
Western Wealth Management
Golden,
Colorado
|
$261K
|
–
|
–
|
–
|
|
|
425
|
Pitcairn
Conshohocken,
Pennsylvania
|
$259K
|
+$9.33K
|
+171
|
+4%
|
|
