|
201
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$404K
|
–
|
–
|
–
|
|
|
202
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$399K
|
-$3.15K
|
-100
|
-0.8%
|
|
|
203
|
Spinnaker Trust
Portland,
Maine
|
$396K
|
–
|
–
|
–
|
|
|
204
|
Clearstead Trust
Portland,
Maine
|
$396K
|
+$359K
|
+11,368
|
+1,004%
|
|
|
205
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$390K
|
+$19.7K
|
+624
|
+5%
|
|
|
206
|
Smith, Moore & Co
Clayton,
Missouri
|
$387K
|
+$15.8K
|
+500
|
+4%
|
|
|
207
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$379K
|
+$479K
|
+15,200
|
New
|
|
|
208
|
Cortland Associates
St Louis,
Missouri
|
$378K
|
–
|
–
|
–
|
|
|
209
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$375K
|
-$14.5K
|
-459
|
-4%
|
|
|
210
|
IEQ Capital
Foster City,
California
|
$374K
|
+$93.4K
|
+2,962
|
+33%
|
|
|
211
|
Y-Intercept (HK)
Hong Kong
|
$372K
|
+$370K
|
+11,732
|
New
|
|
|
212
|
Belpointe Asset Management
Reno,
Nevada
|
$371K
|
–
|
–
|
–
|
|
|
213
|
Mercer Global Advisors
Denver,
Colorado
|
$363K
|
+$42K
|
+1,333
|
+13%
|
|
|
214
|
Steward Partners Investment Advisory
New York
|
$355K
|
+$78.4K
|
+2,487
|
+28%
|
|
|
215
|
AE Wealth Management
Topeka,
Kansas
|
$349K
|
+$348K
|
+11,028
|
New
|
|
|
216
|
ClearBridge Investments
New York
|
$345K
|
+$114K
|
+3,620
|
+49%
|
|
|
217
|
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
$344K
|
-$239K
|
-7,580
|
-41%
|
|
|
218
|
|
$329K
|
+$328K
|
+10,387
|
New
|
|
|
219
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$317K
|
–
|
–
|
–
|
|
|
220
|
Comerica Bank
Dallas,
Texas
|
$308K
|
-$682K
|
-21,632
|
-70%
|
|
|
221
|
Whittier Trust
South Pasadena,
California
|
$300K
|
–
|
–
|
–
|
|
|
222
|
Advisor Partners
Walnut Creek,
California
|
$295K
|
-$18.9K
|
-600
|
-6%
|
|
|
223
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$288K
|
+$1.29K
|
+41
|
+0.5%
|
|
|
224
|
Intrua Financial
Houston,
Texas
|
$286K
|
+$272K
|
+8,623
|
New
|
|
|
225
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$284K
|
–
|
–
|
–
|
|
