|
401
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$334K
|
+$36.4K
|
+99
|
+10%
|
|
|
402
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$323K
|
+$399K
|
+1,086
|
New
|
|
|
403
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$318K
|
+$48.2K
|
+131
|
+14%
|
|
|
404
|
WealthShield Partners
Cary,
North Carolina
|
$315K
|
+$388K
|
+1,056
|
New
|
|
|
405
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$308K
|
+$36.8K
|
+100
|
+11%
|
|
|
406
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$300K
|
-$16.9K
|
-46
|
-4%
|
|
|
407
|
Prudent Man Advisors
Naperville,
Illinois
|
$299K
|
-$83.5K
|
-227
|
-18%
|
|
|
408
|
Avantax Advisory Services
Dallas,
Texas
|
$299K
|
+$370K
|
+1,005
|
New
|
|
|
409
|
Enterprise Trust & Investment
Los Gatos,
California
|
$298K
|
–
|
–
|
–
|
|
|
410
|
Sovereign Financial Group
Stamford,
Connecticut
|
$289K
|
+$30.5K
|
+83
|
+9%
|
|
|
411
|
Baker Avenue Asset Management
San Francisco,
California
|
$287K
|
–
|
–
|
–
|
|
|
412
|
Parallel Advisors
San Francisco,
California
|
$287K
|
+$5.15K
|
+14
|
+1%
|
|
|
413
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$279K
|
+$18.4K
|
+50
|
+6%
|
|
|
414
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$277K
|
+$76.1K
|
+207
|
+29%
|
|
|
415
|
First National Bank of Omaha
Omaha,
Nebraska
|
$271K
|
-$38.6K
|
-105
|
-10%
|
|
|
416
|
Perigon Wealth Management
San Francisco,
California
|
$269K
|
-$11.8K
|
-32
|
-3%
|
|
|
417
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$268K
|
–
|
–
|
–
|
|
|
418
|
Corient Capital Partners
Newport Beach,
California
|
$265K
|
+$41.9K
|
+114
|
+15%
|
|
|
419
|
Fox Run Management
Greenwich,
Connecticut
|
$265K
|
+$328K
|
+891
|
New
|
|
|
420
|
L.J. Altfest & Co
New York
|
$265K
|
+$328K
|
+891
|
New
|
|
|
421
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$259K
|
–
|
–
|
–
|
|
|
422
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$257K
|
-$30.7M
|
-83,621
|
-99%
|
|
|
423
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$254K
|
-$207K
|
-562
|
-40%
|
|
|
424
|
Stonnington Group
Pasadena,
California
|
$252K
|
+$370K
|
+1,006
|
New
|
|
|
425
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$241K
|
+$3.31K
|
+9
|
+1%
|
|
