|
401
|
IEQ Capital
Foster City,
California
|
$352K
|
+$56.1K
|
+2,739
|
+20%
|
|
|
402
|
|
$350K
|
+$331K
|
+16,168
|
New
|
|
|
403
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$345K
|
-$176K
|
-8,573
|
-35%
|
|
|
404
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$345K
|
+$283K
|
+13,816
|
New
|
|
|
405
|
Harrell Investment Partners
Austin,
Texas
|
$333K
|
-$34.4K
|
-1,681
|
-10%
|
|
|
406
|
Diversified Trust
Memphis,
Tennessee
|
$331K
|
+$314K
|
+15,332
|
New
|
|
|
407
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$330K
|
–
|
–
|
–
|
|
|
408
|
Mirabella Financial Services
London,
United Kingdom
|
$329K
|
+$312K
|
+15,228
|
New
|
|
|
409
|
JFG Wealth Management
Denver,
Colorado
|
$328K
|
–
|
–
|
–
|
|
|
410
|
Quilter Plc
London,
United Kingdom
|
$328K
|
–
|
–
|
–
|
|
|
411
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$327K
|
-$20.4K
|
-995
|
-6%
|
|
|
412
|
Personal Capital Advisors
Redwood City,
California
|
$323K
|
+$12.1K
|
+591
|
+4%
|
|
|
413
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$320K
|
-$13.9K
|
-680
|
-4%
|
|
|
414
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$320K
|
-$6.15K
|
-300
|
-2%
|
|
|
415
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$308K
|
-$17.4K
|
-850
|
-6%
|
|
|
416
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$307K
|
+$292K
|
+14,231
|
New
|
|
|
417
|
Colony Group
Boston,
Massachusetts
|
$306K
|
+$16.9K
|
+825
|
+6%
|
|
|
418
|
Caprock Group
Boise,
Idaho
|
$304K
|
+$288K
|
+14,055
|
New
|
|
|
419
|
Davenport & Co
Richmond,
Virginia
|
$302K
|
+$22.1K
|
+1,079
|
+8%
|
|
|
420
|
9258 Wealth Management
Blue Ash,
Ohio
|
$300K
|
+$12K
|
+588
|
+4%
|
|
|
421
|
KeyBank National Association
Cleveland,
Ohio
|
$298K
|
+$35.5K
|
+1,735
|
+14%
|
|
|
422
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$296K
|
–
|
–
|
–
|
|
|
423
|
Veritable
Wilmington,
Delaware
|
$291K
|
+$4.55K
|
+222
|
+2%
|
|
|
424
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$286K
|
-$17.7K
|
-866
|
-6%
|
|
|
425
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$284K
|
-$35.9K
|
-1,752
|
-12%
|
|
