|
351
|
Donor Advised Charitable Giving
San Francisco,
California
|
$4.69M
|
–
|
–
|
–
|
|
|
352
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$4.68M
|
-$537K
|
-2,232
|
-11%
|
|
|
353
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.64M
|
+$98.1K
|
+408
|
+2%
|
|
|
354
|
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
$4.64M
|
-$2.05M
|
-8,525
|
-31%
|
|
|
355
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$4.63M
|
+$1.44M
|
+6,000
|
+48%
|
|
|
356
|
Crossmark Global Holdings
Houston,
Texas
|
$4.61M
|
-$587K
|
-2,441
|
-12%
|
|
|
357
|
Mission Creek Capital Partners
San Francisco,
California
|
$4.61M
|
-$107K
|
-445
|
-2%
|
|
|
358
|
PFG Advisors
Phoenix,
Arizona
|
$4.58M
|
-$109K
|
-455
|
-2%
|
|
|
359
|
Nordea Investment Management
Stockholm,
Sweden
|
$4.51M
|
+$88.9K
|
+370
|
+2%
|
|
|
360
|
Gulf International Bank (UK)
London,
United Kingdom
|
$4.43M
|
+$27.9K
|
+116
|
+0.7%
|
|
|
361
|
Journey Advisory Group
Covington,
Kentucky
|
$4.41M
|
+$273K
|
+1,135
|
+7%
|
|
|
362
|
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
$4.4M
|
-$189K
|
-785
|
-4%
|
|
|
363
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.34M
|
+$136K
|
+565
|
+3%
|
|
|
364
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$4.25M
|
+$577K
|
+2,401
|
+16%
|
|
|
365
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.25M
|
+$26K
|
+108
|
+0.6%
|
|
|
366
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$4.24M
|
-$1.48M
|
-6,165
|
-27%
|
|
|
367
|
Dorsey Wright & Associates
Pasadena,
California
|
$4.18M
|
+$37.3K
|
+155
|
+0.9%
|
|
|
368
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.17M
|
-$21.9K
|
-91
|
-0.5%
|
|
|
369
|
BFSG LLC
Irvine,
California
|
$4.15M
|
-$18K
|
-75
|
-0.5%
|
|
|
370
|
Duality Advisers
Miami,
Florida
|
$4.13M
|
+$3.97M
|
+16,520
|
New
|
|
|
371
|
Barbara Oil Co
Chicago,
Illinois
|
$4.13M
|
–
|
–
|
–
|
|
|
372
|
Kentucky Retirement Systems
Frankfort,
Kentucky
|
$4.12M
|
-$195K
|
-810
|
-5%
|
|
|
373
|
Romano Brothers & Co
Evanston,
Illinois
|
$4.07M
|
+$51.4K
|
+214
|
+1%
|
|
|
374
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$3.95M
|
-$9.62K
|
-40
|
-0.3%
|
|
|
375
|
|
$3.9M
|
-$6.67M
|
-27,730
|
-64%
|
|
