|
401
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$219K
|
+$195K
|
+3,386
|
New
|
|
|
402
|
Bailard
Foster City,
California
|
$217K
|
+$193K
|
+3,360
|
New
|
|
|
403
|
Clarius Group LLC
Seattle,
Washington
|
$216K
|
+$193K
|
+3,347
|
New
|
|
|
404
|
Freestone Capital Holdings
Seattle,
Washington
|
$216K
|
+$192K
|
+3,340
|
New
|
|
|
405
|
Ballentine Partners
Waltham,
Massachusetts
|
$213K
|
+$190K
|
+3,300
|
New
|
|
|
406
|
OneAscent Financial Services
Birmingham,
Alabama
|
$213K
|
+$190K
|
+3,299
|
New
|
|
|
407
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$208K
|
+$11.7K
|
+203
|
+7%
|
|
|
408
|
Leavell Investment Management
Mobile,
Alabama
|
$207K
|
+$184K
|
+3,200
|
New
|
|
|
409
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$206K
|
-$44K
|
-765
|
-19%
|
|
|
410
|
Cubic Asset Management
Boston,
Massachusetts
|
$204K
|
+$182K
|
+3,160
|
New
|
|
|
411
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$204K
|
+$178K
|
+3,090
|
New
|
|
|
412
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$202K
|
–
|
–
|
–
|
|
|
413
|
Kestra Private Wealth Services
Austin,
Texas
|
$201K
|
+$179K
|
+3,106
|
New
|
|
|
414
|
|
$200K
|
-$30.5K
|
-530
|
-15%
|
|
|
415
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$200K
|
-$30.5K
|
-530
|
-15%
|
|
|
416
|
Horizon Investments
Charlotte,
North Carolina
|
$191K
|
-$11.9K
|
-207
|
-7%
|
|
|
417
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$190K
|
+$1.5K
|
+26
|
+0.9%
|
|
|
418
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$177K
|
+$156K
|
+2,717
|
+16,981%
|
|
|
419
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$164K
|
–
|
–
|
–
|
|
|
420
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$162K
|
-$805K
|
-13,983
|
-85%
|
|
|
421
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$151K
|
-$2.3K
|
-40
|
-2%
|
|
|
422
|
Mendota Financial Group
Madison,
Wisconsin
|
$143K
|
+$127K
|
+2,210
|
New
|
|
|
423
|
Natixis Investment Managers International
Paris,
France
|
$141K
|
-$7.77K
|
-135
|
-6%
|
|
|
424
|
Harvest Fund Management
Beijing,
China
|
$140K
|
+$60.1K
|
+1,044
|
+93%
|
|
|
425
|
Lazard Asset Management
New York
|
$117K
|
-$518
|
-9
|
-0.5%
|
|
