|
401
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$299K
|
-$5.29K
|
-71
|
-2%
|
|
|
402
|
Lido Advisors
Los Angeles,
California
|
$295K
|
+$288K
|
+3,861
|
New
|
|
|
403
|
Engineers Gate Manager
New York
|
$292K
|
-$966K
|
-12,968
|
-77%
|
|
|
404
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$288K
|
-$48.9K
|
-656
|
-15%
|
|
|
405
|
Coldstream Capital Management
Bellevue,
Washington
|
$286K
|
+$58.1K
|
+780
|
+26%
|
|
|
406
|
IRON Financial
Northbrook,
Illinois
|
$286K
|
+$281K
|
+3,775
|
New
|
|
|
407
|
Sagewood Asset Management
New York
|
$286K
|
-$114K
|
-1,533
|
-29%
|
|
|
408
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$281K
|
+$277K
|
+3,720
|
New
|
|
|
409
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$270K
|
-$104K
|
-1,396
|
-28%
|
|
|
410
|
Oslo Pensjonsforsikring
Oslo,
|
$268K
|
+$264K
|
+3,547
|
New
|
|
|
411
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$267K
|
-$4.77K
|
-64
|
-2%
|
|
|
412
|
Collaborative Fund Advisors
Reno,
Nevada
|
$267K
|
+$263K
|
+3,523
|
New
|
|
|
413
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$265K
|
-$106K
|
-1,421
|
-29%
|
|
|
414
|
Fidelity International
Hamilton,
Bermuda
|
$264K
|
+$99.5K
|
+1,335
|
+62%
|
|
|
415
|
Aprio Wealth Management
Atlanta,
Georgia
|
$263K
|
+$259K
|
+3,481
|
New
|
|
|
416
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$261K
|
+$34.4K
|
+461
|
+15%
|
|
|
417
|
Cetera Trust Company
St. Paul,
Minnesota
|
$261K
|
-$27.1K
|
-363
|
-10%
|
|
|
418
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$259K
|
+$5.81K
|
+78
|
+2%
|
|
|
419
|
Somerset Trust
Somerset,
Pennsylvania
|
$246K
|
+$242K
|
+3,245
|
New
|
|
|
420
|
Patton Fund Management
Dallas,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
421
|
CX Institutional
Auburn,
Indiana
|
$234K
|
+$60.1K
|
+807
|
+35%
|
|
|
422
|
Impact Partnership Wealth
Marietta,
Georgia
|
$230K
|
+$226K
|
+3,039
|
New
|
|
|
423
|
AE Wealth Management
Topeka,
Kansas
|
$230K
|
+$226K
|
+3,039
|
New
|
|
|
424
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$229K
|
-$118K
|
-1,583
|
-34%
|
|
|
425
|
Schroder Investment Management Group
London,
United Kingdom
|
$227K
|
-$199K
|
-2,672
|
-47%
|
|
