|
401
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.51M
|
–
|
–
|
–
|
|
|
402
|
First Bank & Trust
Brookings,
South Dakota
|
$1.5M
|
+$72.5K
|
+260
|
+6%
|
|
|
403
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.49M
|
-$87K
|
-312
|
-6%
|
|
|
404
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.49M
|
–
|
–
|
–
|
|
|
405
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.48M
|
+$191K
|
+685
|
+17%
|
|
|
406
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.46M
|
+$74.4K
|
+267
|
+6%
|
|
|
407
|
Slow Capital
Greenbrae,
California
|
$1.45M
|
+$53K
|
+190
|
+4%
|
|
|
408
|
Davidson Capital Management
Corpus Christi,
Texas
|
$1.44M
|
+$92K
|
+330
|
+8%
|
|
|
409
|
Fort LP
Chevy Chase,
Maryland
|
$1.43M
|
-$430K
|
-1,542
|
-25%
|
|
|
410
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.41M
|
+$632K
|
+2,266
|
+100%
|
|
|
411
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.34M
|
+$57.4K
|
+206
|
+5%
|
|
|
412
|
SkyOak Wealth
Southfield,
Michigan
|
$1.32M
|
-$195K
|
-700
|
-14%
|
|
|
413
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.3M
|
-$500K
|
-1,792
|
-30%
|
|
|
414
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.3M
|
-$610K
|
-2,190
|
-34%
|
|
|
415
|
Penserra Capital Management
Orinda,
California
|
$1.29M
|
+$1.06M
|
+3,820
|
+1,134%
|
|
|
416
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.28M
|
-$4.46K
|
-16
|
-0.4%
|
|
|
417
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.28M
|
+$105K
|
+377
|
+10%
|
|
|
418
|
Moseley Investment Management
Bradenton,
Florida
|
$1.28M
|
-$56.3K
|
-202
|
-5%
|
|
|
419
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.27M
|
+$49.9K
|
+179
|
+5%
|
|
|
420
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.27M
|
+$1.14M
|
+4,089
|
New
|
|
|
421
|
Curi RMB Capital
Chicago,
Illinois
|
$1.26M
|
-$251K
|
-901
|
-18%
|
|
|
422
|
FDx Advisors
Chicago,
Illinois
|
$1.26M
|
+$149K
|
+533
|
+15%
|
|
|
423
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.25M
|
+$39.6K
|
+142
|
+4%
|
|
|
424
|
Eastern Bank
Boston,
Massachusetts
|
$1.24M
|
–
|
–
|
–
|
|
|
425
|
Kestra Advisory Services
Austin,
Texas
|
$1.23M
|
-$268K
|
-962
|
-20%
|
|
