|
526
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$367K
|
+$165K
|
+9,051
|
+88%
|
|
|
527
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$360K
|
–
|
–
|
–
|
|
|
528
|
SignatureFD
Atlanta,
Georgia
|
$359K
|
+$165K
|
+9,035
|
+92%
|
|
|
529
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$358K
|
-$192K
|
-10,524
|
-36%
|
|
|
530
|
TDAM USA
Toronto,
Ontario, Canada
|
$350K
|
+$133K
|
+7,288
|
+65%
|
|
|
531
|
Corient Capital Partners
Newport Beach,
California
|
$349K
|
-$13.4K
|
-736
|
-4%
|
|
|
532
|
Concentric Wealth Management
Lafayette,
California
|
$349K
|
+$1.24K
|
+68
|
+0.4%
|
|
|
533
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$349K
|
+$1.33K
|
+73
|
+0.4%
|
|
|
534
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$348K
|
-$967
|
-53
|
-0.3%
|
|
|
535
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$344K
|
-$43K
|
-2,359
|
-12%
|
|
|
536
|
|
$342K
|
-$16.4K
|
-900
|
-5%
|
|
|
537
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$342K
|
+$328K
|
+18,000
|
New
|
|
|
538
|
Diversified Trust
Memphis,
Tennessee
|
$341K
|
+$99.1K
|
+5,432
|
+43%
|
|
|
539
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$338K
|
-$11.9K
|
-654
|
-4%
|
|
|
540
|
UMB Bank
Kansas City,
Missouri
|
$338K
|
–
|
–
|
–
|
|
|
541
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$334K
|
-$297K
|
-16,278
|
-48%
|
|
|
542
|
Sanders Morris Harris
Houston,
Texas
|
$332K
|
+$310K
|
+16,998
|
New
|
|
|
543
|
Symmetry Partners
Glastonbury,
Connecticut
|
$332K
|
+$319K
|
+17,473
|
New
|
|
|
544
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$332K
|
+$319K
|
+17,491
|
New
|
|
|
545
|
|
$330K
|
-$8.56K
|
-469
|
-3%
|
|
|
546
|
WealthPLAN Partners
Omaha,
Nebraska
|
$330K
|
-$2.39K
|
-131
|
-0.7%
|
|
|
547
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$329K
|
-$25.5K
|
-1,400
|
-7%
|
|
|
548
|
CWH Capital Management
Spokane,
Washington
|
$320K
|
+$89.4K
|
+4,901
|
+41%
|
|
|
549
|
Rockefeller Capital Management
New York
|
$319K
|
+$82.7K
|
+4,534
|
+37%
|
|
|
550
|
Meridian Investment Counsel
Lafayette,
California
|
$317K
|
-$12.8K
|
-700
|
-4%
|
|
