|
401
|
Personal CFO Solutions
Chester,
New Jersey
|
$566K
|
-$35.4K
|
-125
|
-6%
|
|
|
402
|
IBM Retirement Fund
Armonk,
New York
|
$559K
|
+$208K
|
+733
|
+61%
|
|
|
403
|
Asahi Life Asset Management
Tokyo,
Japan
|
$558K
|
+$45.3K
|
+160
|
+9%
|
|
|
404
|
Voloridge Investment Management
Jupiter,
Florida
|
$548K
|
-$6.09M
|
-21,489
|
-92%
|
|
|
405
|
Liberty Wealth Management
Oakland,
California
|
$544K
|
–
|
–
|
–
|
|
|
406
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$544K
|
+$533K
|
+1,881
|
New
|
|
|
407
|
Wealth Alliance
Mellville,
New York
|
$529K
|
+$519K
|
+1,831
|
New
|
|
|
408
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$524K
|
+$97.7K
|
+345
|
+23%
|
|
|
409
|
Creative Planning
Overland Park,
Kansas
|
$522K
|
-$13K
|
-46
|
-2%
|
|
|
410
|
Everence Capital Management
Goshen,
Indiana
|
$519K
|
–
|
–
|
–
|
|
|
411
|
Bellevue Group
Kuesnacht,
Switzerland
|
$516K
|
–
|
–
|
–
|
|
|
412
|
Donaldson Capital Management
Evansville,
Indiana
|
$516K
|
+$75.6K
|
+267
|
+18%
|
|
|
413
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$506K
|
+$5.1K
|
+18
|
+1%
|
|
|
414
|
Strategy Asset Managers
Pasadena,
California
|
$498K
|
-$132K
|
-465
|
-21%
|
|
|
415
|
Veritable
Wilmington,
Delaware
|
$496K
|
+$50.1K
|
+177
|
+12%
|
|
|
416
|
Grace Capital
Quincy,
Massachusetts
|
$477K
|
+$28.3K
|
+100
|
+6%
|
|
|
417
|
Park Avenue Securities
New York
|
$471K
|
+$85.2K
|
+301
|
+23%
|
|
|
418
|
Boothbay Fund Management
New York
|
$470K
|
+$461K
|
+1,626
|
New
|
|
|
419
|
Tiedemann Advisors
New York
|
$464K
|
+$455K
|
+1,607
|
New
|
|
|
420
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$457K
|
+$70.2K
|
+248
|
+19%
|
|
|
421
|
Bienville Capital Management
New York
|
$451K
|
+$73.6K
|
+260
|
+20%
|
|
|
422
|
Waterloo Capital
Austin,
Texas
|
$446K
|
+$437K
|
+1,544
|
New
|
|
|
423
|
Merit Financial Group
Alpharetta,
Georgia
|
$443K
|
+$3.4K
|
+12
|
+0.8%
|
|
|
424
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$441K
|
–
|
–
|
–
|
|
|
425
|
WrapManager Inc
Mill Valley,
California
|
$436K
|
-$5.95K
|
-21
|
-1%
|
|
