|
401
|
CIBC World Market
Toronto,
Ontario, Canada
|
$975K
|
+$443K
|
+3,449
|
+84%
|
|
|
402
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$974K
|
–
|
–
|
–
|
|
|
403
|
United Capital Financial Advisors
Irving,
Texas
|
$967K
|
-$5.4K
|
-42
|
-0.6%
|
|
|
404
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$955K
|
-$70.2K
|
-546
|
-7%
|
|
|
405
|
Defined Wealth Management
Beaverton,
Oregon
|
$950K
|
+$23.8K
|
+185
|
+3%
|
|
|
406
|
Oppenheimer & Co
New York
|
$928K
|
-$276K
|
-2,150
|
-23%
|
|
|
407
|
World Asset Management
Detroit,
Michigan
|
$926K
|
-$40.2K
|
-313
|
-4%
|
|
|
408
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$921K
|
+$4.63K
|
+36
|
+0.5%
|
|
|
409
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$920K
|
-$3.98K
|
-31
|
-0.4%
|
|
|
410
|
Naples Global Advisors
Naples,
Florida
|
$916K
|
–
|
–
|
–
|
|
|
411
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$909K
|
-$6.55K
|
-51
|
-0.7%
|
|
|
412
|
Anchor Investment Management
Columbia,
South Carolina
|
$908K
|
+$320K
|
+2,491
|
+55%
|
|
|
413
|
Banco de Sabadell
Miami,
Florida
|
$906K
|
-$14.3K
|
-111
|
-2%
|
|
|
414
|
Chicago Trust
Grayslake,
Illinois
|
$887K
|
–
|
–
|
–
|
|
|
415
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$881K
|
-$496K
|
-3,864
|
-36%
|
|
|
416
|
PEAK6 Investments
Chicago,
Illinois
|
$875K
|
+$193K
|
+1,506
|
+29%
|
|
|
417
|
USA Financial Formulas
Ada,
Michigan
|
$872K
|
+$866K
|
+6,741
|
+48,150%
|
|
|
418
|
Curi RMB Capital
Chicago,
Illinois
|
$870K
|
-$165K
|
-1,281
|
-16%
|
|
|
419
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$859K
|
-$128K
|
-1,000
|
-13%
|
|
|
420
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$833K
|
–
|
–
|
–
|
|
|
421
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$832K
|
+$105K
|
+817
|
+15%
|
|
|
422
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$827K
|
+$823K
|
+6,409
|
New
|
|
|
423
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$813K
|
-$56.9K
|
-443
|
-7%
|
|
|
424
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$795K
|
-$18.6K
|
-145
|
-2%
|
|
|
425
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$793K
|
+$275K
|
+2,144
|
+54%
|
|
