|
526
|
Fractal Investments
Glastonbury,
Connecticut
|
$443K
|
–
|
–
|
–
|
|
|
527
|
Jasper Ridge Partners
Menlo Park,
California
|
$443K
|
–
|
–
|
–
|
|
|
528
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$442K
|
-$17.6K
|
-212
|
-4%
|
|
|
529
|
Kingfisher Capital
Charlotte,
North Carolina
|
$441K
|
-$56.3K
|
-679
|
-12%
|
|
|
530
|
Simplicity Wealth
Summit,
New Jersey
|
$441K
|
+$412K
|
+4,972
|
New
|
|
|
531
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$438K
|
+$168K
|
+2,028
|
+70%
|
|
|
532
|
NEOS Investment Management
Westport,
Connecticut
|
$437K
|
+$152K
|
+1,829
|
+59%
|
|
|
533
|
Great Lakes Retirement
Sandusky,
Ohio
|
$437K
|
-$7.71K
|
-93
|
-2%
|
|
|
534
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$436K
|
-$29.4K
|
-355
|
-7%
|
|
|
535
|
First National Trust
Hermitage,
Pennsylvania
|
$433K
|
-$533K
|
-6,433
|
-57%
|
|
|
536
|
Equitable Trust
Nashville,
Tennessee
|
$433K
|
+$17.7K
|
+213
|
+5%
|
|
|
537
|
Boston Family Office
Boston,
Massachusetts
|
$432K
|
-$82.2K
|
-991
|
-17%
|
|
|
538
|
1ST Source Bank
South Bend,
Indiana
|
$431K
|
-$211K
|
-2,545
|
-34%
|
|
|
539
|
IEQ Capital
Foster City,
California
|
$424K
|
+$32.2K
|
+388
|
+9%
|
|
|
540
|
Capital City Trust
Tallahassee,
Florida
|
$423K
|
-$48.8K
|
-589
|
-11%
|
|
|
541
|
Avantax Advisory Services
Dallas,
Texas
|
$423K
|
+$7.21K
|
+87
|
+2%
|
|
|
542
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$419K
|
-$1.16K
|
-14
|
-0.3%
|
|
|
543
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$416K
|
-$619K
|
-7,463
|
-61%
|
|
|
544
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$412K
|
-$1.07M
|
-12,937
|
-74%
|
|
|
545
|
CM Wealth Advisors
Beachwood,
Ohio
|
$411K
|
+$350K
|
+4,221
|
New
|
|
|
546
|
NIA Impact Advisors
Berkeley,
California
|
$409K
|
+$383K
|
+4,613
|
New
|
|
|
547
|
Destination Wealth Management
Walnut Creek,
California
|
$407K
|
-$3.46M
|
-41,774
|
-90%
|
|
|
548
|
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
|
$406K
|
-$65.5K
|
-790
|
-15%
|
|
|
549
|
Shell Asset Management
The Hague,
Netherlands
|
$406K
|
-$453K
|
-5,467
|
-56%
|
|
|
550
|
Integrated Advisors Network
Dallas,
Texas
|
$399K
|
-$1.33K
|
-16
|
-0.4%
|
|
