|
526
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$815K
|
+$123K
|
+1,574
|
+19%
|
|
|
527
|
Garner Asset Management Corp
Plano,
Texas
|
$815K
|
-$103K
|
-1,318
|
-12%
|
|
|
528
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$804K
|
+$102K
|
+1,311
|
+16%
|
|
|
529
|
WhitTier Trust Company
Reno,
Nevada
|
$803K
|
-$935
|
-12
|
-0.1%
|
|
|
530
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$798K
|
-$203K
|
-2,608
|
-21%
|
|
|
531
|
Sterling Capital Management
Charlotte,
North Carolina
|
$790K
|
+$749K
|
+9,605
|
New
|
|
|
532
|
Evercore Wealth Management
New York
|
$790K
|
-$54.6K
|
-700
|
-7%
|
|
|
533
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$789K
|
+$220K
|
+2,821
|
+42%
|
|
|
534
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$789K
|
+$220K
|
+2,821
|
+42%
|
|
|
535
|
KFG Wealth Management
Granger,
Indiana
|
$781K
|
-$74K
|
-950
|
-9%
|
|
|
536
|
Bridges Investment Management
Omaha,
Nebraska
|
$777K
|
–
|
–
|
–
|
|
|
537
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$771K
|
+$26.5K
|
+340
|
+4%
|
|
|
538
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$768K
|
–
|
–
|
–
|
|
|
539
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$763K
|
-$7.41K
|
-95
|
-1%
|
|
|
540
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$762K
|
+$935
|
+12
|
+0.1%
|
|
|
541
|
Parsons Capital Management
Providence,
Rhode Island
|
$762K
|
-$35.9K
|
-460
|
-5%
|
|
|
542
|
Coldstream Capital Management
Bellevue,
Washington
|
$761K
|
+$41.2K
|
+528
|
+6%
|
|
|
543
|
Fiduciary Trust
Boston,
Massachusetts
|
$750K
|
–
|
–
|
–
|
|
|
544
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$741K
|
–
|
–
|
–
|
|
|
545
|
CIBC World Market
Toronto,
Ontario, Canada
|
$737K
|
-$15.3K
|
-196
|
-2%
|
|
|
546
|
Capstone Investment Advisors
New York
|
$735K
|
-$107K
|
-1,373
|
-13%
|
|
|
547
|
|
$734K
|
+$439K
|
+5,630
|
+171%
|
|
|
548
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$729K
|
-$15K
|
-192
|
-2%
|
|
|
549
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$718K
|
+$33.7K
|
+432
|
+5%
|
|
|
550
|
NEOS Investment Management
Westport,
Connecticut
|
$716K
|
+$127K
|
+1,624
|
+23%
|
|
