|
126
|
Callodine Capital Management
Boston,
Massachusetts
|
$3.29M
|
+$1.39M
|
+75,000
|
+75%
|
|
|
127
|
Perennial Advisors
New York
|
$3.28M
|
+$40.3K
|
+2,182
|
+1%
|
|
|
128
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.25M
|
+$494K
|
+26,723
|
+18%
|
|
|
129
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$3.22M
|
–
|
–
|
–
|
|
|
130
|
Cubic Asset Management
Boston,
Massachusetts
|
$3.2M
|
-$36.8K
|
-1,994
|
-1%
|
|
|
131
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$3.16M
|
-$924
|
-50
|
-0%
|
|
|
132
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.15M
|
-$237K
|
-12,838
|
-7%
|
|
|
133
|
ExodusPoint Capital Management
New York
|
$3.13M
|
+$1.28M
|
+69,509
|
+72%
|
|
|
134
|
Financial Management Network
Mission Viejo,
California
|
$3.12M
|
+$3.05M
|
+165,243
|
New
|
|
|
135
|
Savant Capital
Rockford,
Illinois
|
$3.12M
|
+$3.07M
|
+165,972
|
New
|
|
|
136
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$3.08M
|
+$3.02M
|
+163,746
|
New
|
|
|
137
|
Wambolt & Associates
Littleton,
Colorado
|
$3.07M
|
+$93.3K
|
+5,052
|
+3%
|
|
|
138
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.03M
|
-$850K
|
-46,042
|
-22%
|
|
|
139
|
Anfield Capital Management
Irvine,
California
|
$3.02M
|
+$331K
|
+17,933
|
+13%
|
|
|
140
|
EWG Elevate
Roseville,
California
|
$3M
|
+$107K
|
+5,771
|
+4%
|
|
|
141
|
Ascent Group
Virginia Beach,
Virginia
|
$2.98M
|
+$77.6K
|
+4,200
|
+3%
|
|
|
142
|
GP Brinson Investments
Chicago,
Illinois
|
$2.98M
|
–
|
–
|
–
|
|
|
143
|
Putnam Investments
Boston,
Massachusetts
|
$2.95M
|
-$26.5K
|
-1,434
|
-0.9%
|
|
|
144
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$2.95M
|
+$396K
|
+21,447
|
+16%
|
|
|
145
|
Community Trust & Investment
Versailles,
Kentucky
|
$2.92M
|
+$41.5K
|
+2,247
|
+1%
|
|
|
146
|
|
$2.92M
|
+$111
|
+6
|
+0%
|
|
|
147
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.84M
|
+$81.8K
|
+4,431
|
+3%
|
|
|
148
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$2.81M
|
+$41K
|
+2,222
|
+2%
|
|
|
149
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.73M
|
+$525K
|
+28,428
|
+24%
|
|
|
150
|
Curated Wealth Partners
El Segundo,
California
|
$2.7M
|
–
|
–
|
–
|
|
