|
401
|
Monetary Management Group
St Louis,
Missouri
|
$707K
|
–
|
–
|
–
|
|
|
402
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$701K
|
-$663K
|
-5,287
|
-50%
|
|
|
403
|
Regimen Wealth
Atlanta,
Georgia
|
$699K
|
+$2.51K
|
+20
|
+0.4%
|
|
|
404
|
Tudor Investment Corp
Stamford,
Connecticut
|
$699K
|
+$303K
|
+2,419
|
+84%
|
|
|
405
|
Freestone Capital Holdings
Seattle,
Washington
|
$697K
|
-$21.4K
|
-171
|
-3%
|
|
|
406
|
Perennial Investment Advisors
Los Angeles,
California
|
$685K
|
-$41.5K
|
-331
|
-6%
|
|
|
407
|
Boston Partners
Boston,
Massachusetts
|
$682K
|
-$492K
|
-3,920
|
-43%
|
|
|
408
|
Principle Wealth Partners
Madison,
Connecticut
|
$681K
|
+$647K
|
+5,155
|
New
|
|
|
409
|
One Day In July LLC
Burlington,
Vermont
|
$676K
|
-$6.4K
|
-51
|
-1%
|
|
|
410
|
R.M. Davis Inc
Portland,
Maine
|
$671K
|
+$502
|
+4
|
+0.1%
|
|
|
411
|
Parcion Private Wealth
Bellevue,
Washington
|
$667K
|
+$633K
|
+5,049
|
New
|
|
|
412
|
Cordant Inc
Portland,
Oregon
|
$666K
|
–
|
–
|
–
|
|
|
413
|
Alesco Advisors
Pittsford,
New York
|
$666K
|
–
|
–
|
–
|
|
|
414
|
World Investment Advisors
Santa Barbara,
California
|
$663K
|
–
|
–
|
–
|
|
|
415
|
Diversified Trust
Memphis,
Tennessee
|
$662K
|
–
|
–
|
–
|
|
|
416
|
Farther Finance Advisors
San Francisco,
California
|
$660K
|
-$146K
|
-1,165
|
-19%
|
|
|
417
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$654K
|
+$621K
|
+4,953
|
New
|
|
|
418
|
Aspiriant LLC
Los Angeles,
California
|
$654K
|
+$313K
|
+2,492
|
+101%
|
|
|
419
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$648K
|
+$129K
|
+1,031
|
+27%
|
|
|
420
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$639K
|
–
|
–
|
–
|
|
|
421
|
Two Sigma Securities
New York
|
$636K
|
+$603K
|
+4,810
|
New
|
|
|
422
|
Rockland Trust
Hanover,
Massachusetts
|
$633K
|
-$1.13K
|
-9
|
-0.2%
|
|
|
423
|
Capital Group Private Client Services
Los Angeles,
California
|
$630K
|
-$68.9K
|
-549
|
-10%
|
|
|
424
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$629K
|
-$1.02M
|
-8,148
|
-63%
|
|
|
425
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$623K
|
+$17.4K
|
+139
|
+3%
|
|
