|
401
|
Oak Asset Management
Westlake Village,
California
|
$530K
|
–
|
–
|
–
|
|
|
402
|
Choreo LLC
Rockford,
Illinois
|
$528K
|
+$567K
|
+4,683
|
New
|
|
|
403
|
Transcend Capital Advisors
Madison,
New Jersey
|
$518K
|
–
|
–
|
–
|
|
|
404
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$507K
|
+$291K
|
+2,403
|
+120%
|
|
|
405
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$501K
|
-$1.92M
|
-15,889
|
-79%
|
|
|
406
|
Shelton Capital Management
Denver,
Colorado
|
$489K
|
-$46.7K
|
-386
|
-8%
|
|
|
407
|
Atria Wealth Solutions
New York
|
$486K
|
+$178K
|
+1,470
|
+54%
|
|
|
408
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$471K
|
-$372K
|
-3,074
|
-43%
|
|
|
409
|
Compass Wealth Management
Guilford,
Connecticut
|
$469K
|
–
|
–
|
–
|
|
|
410
|
|
$466K
|
+$490K
|
+4,048
|
New
|
|
|
411
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$447K
|
+$12.7K
|
+105
|
+3%
|
|
|
412
|
First Eagle Investment Management
New York
|
$447K
|
-$1.88M
|
-15,519
|
-80%
|
|
|
413
|
Pitcairn
Conshohocken,
Pennsylvania
|
$444K
|
+$57.3K
|
+473
|
+14%
|
|
|
414
|
Custom Index Systems
New York
|
$439K
|
-$68.1K
|
-563
|
-13%
|
|
|
415
|
Meeder Asset Management
Dublin,
Ohio
|
$438K
|
-$3.55M
|
-29,365
|
-89%
|
|
|
416
|
Brown Advisory
Baltimore,
Maryland
|
$434K
|
-$71.9K
|
-594
|
-14%
|
|
|
417
|
Kestra Private Wealth Services
Austin,
Texas
|
$433K
|
+$10.5K
|
+87
|
+2%
|
|
|
418
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$427K
|
+$449K
|
+3,711
|
New
|
|
|
419
|
Westover Capital Advisors
Wilmington,
Delaware
|
$426K
|
–
|
–
|
–
|
|
|
420
|
Golden State Equity Partners
South Coast Metro,
California
|
$421K
|
+$443K
|
+3,657
|
New
|
|
|
421
|
US Bancorp
Minneapolis,
Minnesota
|
$415K
|
+$6.05K
|
+50
|
+1%
|
|
|
422
|
Fiduciary Trust
Boston,
Massachusetts
|
$415K
|
-$57.4K
|
-474
|
-12%
|
|
|
423
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$410K
|
–
|
–
|
–
|
|
|
424
|
Commerce Bank
Kansas City,
Missouri
|
$408K
|
-$12K
|
-99
|
-3%
|
|
|
425
|
Childress Capital Advisors
Houston,
Texas
|
$407K
|
-$9.68K
|
-80
|
-2%
|
|
