|
501
|
Coldstream Capital Management
Bellevue,
Washington
|
$650K
|
+$36.8K
|
+179
|
+6%
|
|
|
502
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$647K
|
-$31.7K
|
-154
|
-4%
|
|
|
503
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$645K
|
+$8.02K
|
+39
|
+1%
|
|
|
504
|
Perbak Capital Partners
London,
United Kingdom
|
$641K
|
+$323K
|
+1,572
|
+88%
|
|
|
505
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$640K
|
+$692K
|
+3,364
|
New
|
|
|
506
|
ABN AMRO Investment Solutions
Paris Cedex 008,
|
$640K
|
–
|
–
|
–
|
|
|
507
|
Vontobel Holding
Zurich,
Switzerland
|
$631K
|
+$13.6K
|
+66
|
+2%
|
|
|
508
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$629K
|
+$669K
|
+3,254
|
New
|
|
|
509
|
Concurrent Investment Advisors
Tampa,
Florida
|
$625K
|
+$11.3K
|
+55
|
+2%
|
|
|
510
|
Sequoia Financial Advisors
Akron,
Ohio
|
$611K
|
-$147K
|
-714
|
-18%
|
|
|
511
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$609K
|
–
|
–
|
–
|
|
|
512
|
WesBanco Bank
Wheeling,
West Virginia
|
$607K
|
+$7.61K
|
+37
|
+1%
|
|
|
513
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$605K
|
–
|
–
|
–
|
|
|
514
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$602K
|
+$687K
|
+3,340
|
New
|
|
|
515
|
MUFG Securities Americas
New York
|
$601K
|
+$116K
|
+562
|
+22%
|
|
|
516
|
Harbour Investments
Madison,
Wisconsin
|
$591K
|
+$17.5K
|
+85
|
+3%
|
|
|
517
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$590K
|
-$18.7K
|
-91
|
-3%
|
|
|
518
|
Davenport & Co
Richmond,
Virginia
|
$586K
|
-$181K
|
-882
|
-22%
|
|
|
519
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$585K
|
-$22.8K
|
-111
|
-3%
|
|
|
520
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$584K
|
-$220K
|
-1,072
|
-26%
|
|
|
521
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$584K
|
+$33.5K
|
+163
|
+6%
|
|
|
522
|
Evergreen Capital Management
Bellevue,
Washington
|
$578K
|
+$6.37K
|
+31
|
+1%
|
|
|
523
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$574K
|
+$2.26K
|
+11
|
+0.4%
|
|
|
524
|
Vinva Investment Management
Sydney,
Australia
|
$572K
|
-$370K
|
-1,800
|
-38%
|
|
|
525
|
Montgomery Investment Management
Rockville,
Maryland
|
$571K
|
–
|
–
|
–
|
|
