|
401
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$854K
|
+$331K
|
+719
|
+73%
|
|
|
402
|
Wealthfront Advisers
Palo Alto,
California
|
$848K
|
+$44.7K
|
+97
|
+6%
|
|
|
403
|
Marsico Capital Management
Denver,
Colorado
|
$843K
|
–
|
–
|
–
|
|
|
404
|
United Capital Financial Advisors
Irving,
Texas
|
$839K
|
-$954K
|
-2,071
|
-55%
|
|
|
405
|
Yorktown Management & Research Company
Forest,
Virginia
|
$830K
|
–
|
–
|
–
|
|
|
406
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$821K
|
+$156K
|
+339
|
+27%
|
|
|
407
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$821K
|
+$336K
|
+729
|
+81%
|
|
|
408
|
Metis Global Partners
San Diego,
California
|
$819K
|
+$3.69K
|
+8
|
+0.5%
|
|
|
409
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$793K
|
+$12K
|
+26
|
+2%
|
|
|
410
|
Lido Advisors
Los Angeles,
California
|
$786K
|
+$101K
|
+219
|
+16%
|
|
|
411
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$781K
|
-$143K
|
-310
|
-17%
|
|
|
412
|
Beacon Pointe Advisors
Newport Beach,
California
|
$780K
|
-$8.76K
|
-19
|
-1%
|
|
|
413
|
Raymond James Trust
St. Petersburg,
Florida
|
$776K
|
-$8.76K
|
-19
|
-1%
|
|
|
414
|
Rovin Capital
Mesa,
Arizona
|
$772K
|
+$37.3K
|
+81
|
+6%
|
|
|
415
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$765K
|
+$3.23K
|
+7
|
+0.5%
|
|
|
416
|
Pier 88 Investment Partners
San Francisco,
California
|
$754K
|
+$299K
|
+650
|
+76%
|
|
|
417
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$750K
|
+$27.6K
|
+60
|
+4%
|
|
|
418
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$743K
|
+$4.15K
|
+9
|
+0.6%
|
|
|
419
|
Baron Wealth Management
Troy,
Michigan
|
$736K
|
-$1.84K
|
-4
|
-0.3%
|
|
|
420
|
Cavalier Investments
Alpharetta,
Georgia
|
$736K
|
+$14.3K
|
+31
|
+2%
|
|
|
421
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$735K
|
+$673K
|
+1,461
|
New
|
|
|
422
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$712K
|
+$17.5K
|
+38
|
+3%
|
|
|
423
|
West Financial Advisors
Des Moines,
Iowa
|
$701K
|
+$7.37K
|
+16
|
+1%
|
|
|
424
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$688K
|
-$9.68K
|
-21
|
-2%
|
|
|
425
|
Atomi Financial Group
New York
|
$687K
|
+$19.8K
|
+43
|
+3%
|
|
