|
501
|
Cohen Klingenstein
New York
|
$418K
|
–
|
–
|
–
|
|
|
502
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$418K
|
+$356K
|
+3,084
|
New
|
|
|
503
|
Caprock Group
Boise,
Idaho
|
$411K
|
+$74.9K
|
+649
|
+27%
|
|
|
504
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$410K
|
-$4.81M
|
-41,683
|
-93%
|
|
|
505
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$410K
|
-$373K
|
-3,231
|
-52%
|
|
|
506
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$409K
|
-$3K
|
-26
|
-0.9%
|
|
|
507
|
Kestra Private Wealth Services
Austin,
Texas
|
$408K
|
-$208K
|
-1,801
|
-37%
|
|
|
508
|
Curi RMB Capital
Chicago,
Illinois
|
$407K
|
-$18.8K
|
-163
|
-5%
|
|
|
509
|
Jefferies Financial Group
New York
|
$405K
|
-$1.43M
|
-12,406
|
-81%
|
|
|
510
|
E Fund Management
Guangzhou,
China
|
$403K
|
+$70.1K
|
+608
|
+26%
|
|
|
511
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$400K
|
-$4.93M
|
-42,756
|
-94%
|
|
|
512
|
|
$398K
|
-$1.04M
|
-8,984
|
-75%
|
|
|
513
|
Lido Advisors
Los Angeles,
California
|
$394K
|
+$115K
|
+998
|
+52%
|
|
|
514
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$384K
|
-$14.7K
|
-127
|
-4%
|
|
|
515
|
Nilsine Partners
Greenwood Village,
Colorado
|
$383K
|
-$182K
|
-1,576
|
-36%
|
|
|
516
|
Harbor Capital Advisors
Chicago,
Illinois
|
$378K
|
+$2.88K
|
+25
|
+0.9%
|
|
|
517
|
Institute for Wealth Management
Denver,
Colorado
|
$377K
|
+$78.7K
|
+682
|
+32%
|
|
|
518
|
Algert Global
San Francisco,
California
|
$376K
|
+$321K
|
+2,779
|
New
|
|
|
519
|
Brown Advisory
Baltimore,
Maryland
|
$376K
|
-$171K
|
-1,482
|
-35%
|
|
|
520
|
|
$375K
|
+$18.1K
|
+157
|
+6%
|
|
|
521
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$372K
|
-$40.4K
|
-350
|
-11%
|
|
|
522
|
STF Management
Frisco,
Texas
|
$368K
|
+$10.6K
|
+92
|
+4%
|
|
|
523
|
Coldstream Capital Management
Bellevue,
Washington
|
$367K
|
+$312K
|
+2,707
|
New
|
|
|
524
|
Empowered Funds
Havertown,
Pennsylvania
|
$366K
|
+$312K
|
+2,706
|
New
|
|
|
525
|
Arax Advisory Partners
Denver,
Colorado
|
$364K
|
-$113K
|
-980
|
-27%
|
|
