|
401
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.22M
|
+$359K
|
+4,529
|
+6%
|
|
|
402
|
Westfield Capital Management
Boston,
Massachusetts
|
$7.18M
|
+$370K
|
+4,666
|
+6%
|
|
|
403
|
Kestra Advisory Services
Austin,
Texas
|
$7.17M
|
+$739K
|
+9,338
|
+13%
|
|
|
404
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$7.17M
|
-$36.7K
|
-464
|
-0.6%
|
|
|
405
|
Lido Advisors
Los Angeles,
California
|
$7.07M
|
+$4.22M
|
+53,331
|
+184%
|
|
|
406
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$7.03M
|
-$2.57M
|
-32,412
|
-28%
|
|
|
407
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.03M
|
-$690K
|
-8,713
|
-10%
|
|
|
408
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$7.01M
|
-$61K
|
-770
|
-0.9%
|
|
|
409
|
SVB Wealth
Boston,
Massachusetts
|
$7.01M
|
-$53.1K
|
-670
|
-0.8%
|
|
|
410
|
NIA Impact Advisors
Berkeley,
California
|
$7.01M
|
+$574K
|
+7,246
|
+10%
|
|
|
411
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$6.95M
|
-$2.98M
|
-37,596
|
-32%
|
|
|
412
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$6.9M
|
+$6.37M
|
+80,425
|
New
|
|
|
413
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$6.83M
|
+$486K
|
+6,133
|
+8%
|
|
|
414
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.82M
|
+$125K
|
+1,582
|
+2%
|
|
|
415
|
Gotham Asset Management
New York
|
$6.81M
|
+$27.3K
|
+345
|
+0.4%
|
|
|
416
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$6.79M
|
+$135K
|
+1,700
|
+2%
|
|
|
417
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.72M
|
+$772K
|
+9,751
|
+14%
|
|
|
418
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$6.64M
|
+$640K
|
+8,080
|
+12%
|
|
|
419
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$6.6M
|
+$36.2K
|
+457
|
+0.6%
|
|
|
420
|
Principal Street Partners
Memphis,
Tennessee
|
$6.52M
|
+$5.6M
|
+70,689
|
+1,349%
|
|
|
421
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$6.51M
|
-$485K
|
-6,120
|
-7%
|
|
|
422
|
Bank of the West
Monterey Park,
California
|
$6.5M
|
+$1.24M
|
+15,667
|
+26%
|
|
|
423
|
First Western Trust Bank
Denver,
Colorado
|
$6.48M
|
+$501K
|
+6,323
|
+9%
|
|
|
424
|
BCWM LLC
Overland Park,
Kansas
|
$6.47M
|
-$37.4K
|
-472
|
-0.6%
|
|
|
425
|
Schonfeld Strategic Advisors
New York
|
$6.44M
|
-$3.63M
|
-45,828
|
-38%
|
|
