|
401
|
Sanders Morris Harris
Houston,
Texas
|
$322K
|
–
|
–
|
–
|
|
|
402
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
403
|
Caprock Group
Boise,
Idaho
|
$317K
|
-$17.1K
|
-1,257
|
-5%
|
|
|
404
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$316K
|
+$8.26K
|
+608
|
+2%
|
|
|
405
|
Mission Wealth Management
Santa Barbara,
California
|
$315K
|
-$178K
|
-13,077
|
-33%
|
|
|
406
|
Cohen Klingenstein
New York
|
$314K
|
–
|
–
|
–
|
|
|
407
|
Knowledge Leaders Capital
Denver,
Colorado
|
$310K
|
-$529K
|
-38,915
|
-60%
|
|
|
408
|
Huntington National Bank
Columbus,
Ohio
|
$310K
|
-$2.32K
|
-171
|
-0.7%
|
|
|
409
|
Grassi Investment Management
Santa Clara,
California
|
$307K
|
–
|
–
|
–
|
|
|
410
|
Teewinot Capital Advisers
New York
|
$304K
|
–
|
–
|
–
|
|
|
411
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$302K
|
-$53.1K
|
-3,906
|
-13%
|
|
|
412
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$300K
|
+$146K
|
+10,759
|
+75%
|
|
|
413
|
Symmetry Partners
Glastonbury,
Connecticut
|
$299K
|
–
|
–
|
–
|
|
|
414
|
Corient Capital Partners
Newport Beach,
California
|
$297K
|
–
|
–
|
–
|
|
|
415
|
Fiduciary Trust
Boston,
Massachusetts
|
$297K
|
+$13K
|
+954
|
+4%
|
|
|
416
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$297K
|
+$106K
|
+7,790
|
+46%
|
|
|
417
|
Sustainable Insight Capital Management
New York
|
$296K
|
-$53K
|
-3,900
|
-14%
|
|
|
418
|
Whittier Trust
South Pasadena,
California
|
$294K
|
+$29K
|
+2,131
|
+10%
|
|
|
419
|
MAI Capital Management
Independence,
Ohio
|
$290K
|
+$329K
|
+24,199
|
New
|
|
|
420
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$289K
|
–
|
–
|
–
|
|
|
421
|
Bailard
Foster City,
California
|
$289K
|
+$7.08K
|
+521
|
+2%
|
|
|
422
|
BSW Wealth Partners
Boulder,
Colorado
|
$286K
|
+$23.4K
|
+1,719
|
+8%
|
|
|
423
|
Wellington Management Group
Boston,
Massachusetts
|
$285K
|
+$4.47K
|
+329
|
+1%
|
|
|
424
|
Wedbush Securities
Los Angeles,
California
|
$277K
|
+$27
|
+2
|
+0%
|
|
|
425
|
Wealthfront Advisers
Palo Alto,
California
|
$276K
|
-$75.2K
|
-5,533
|
-19%
|
|
