|
201
|
Pathstone Family Office
Englewood,
New Jersey
|
$256K
|
+$258K
|
+3,115
|
New
|
|
|
202
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$254K
|
–
|
–
|
–
|
|
|
203
|
ClearBridge Investments
New York
|
$247K
|
–
|
–
|
–
|
|
|
204
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$247K
|
+$249K
|
+3,000
|
New
|
|
|
205
|
DF Dent & Co
Baltimore,
Maryland
|
$242K
|
–
|
–
|
–
|
|
|
206
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$234K
|
+$2.07K
|
+25
|
+0.9%
|
|
|
207
|
ProShare Advisors
Bethesda,
Maryland
|
$230K
|
-$21.7K
|
-262
|
-9%
|
|
|
208
|
Burney Company
Reston,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
209
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$230K
|
–
|
–
|
–
|
|
|
210
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$230K
|
+$8.78K
|
+106
|
+4%
|
|
|
211
|
Probity Advisors
Dallas,
Texas
|
$225K
|
-$17.4K
|
-210
|
-7%
|
|
|
212
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$222K
|
+$224K
|
+2,699
|
New
|
|
|
213
|
Brown Capital Management
Baltimore,
Maryland
|
$221K
|
–
|
–
|
–
|
|
|
214
|
Concentric Wealth Management
Lafayette,
California
|
$214K
|
-$8.29K
|
-100
|
-4%
|
|
|
215
|
Cullinan Associates
Louisville,
Kentucky
|
$205K
|
–
|
–
|
–
|
|
|
216
|
SkyOak Wealth
Southfield,
Michigan
|
$205K
|
–
|
–
|
–
|
|
|
217
|
Asset Dedication LLC
San Francisco,
California
|
$190K
|
–
|
–
|
–
|
|
|
218
|
|
$172K
|
-$16.7K
|
-201
|
-9%
|
|
|
219
|
Parallel Advisors
San Francisco,
California
|
$170K
|
+$21.8K
|
+263
|
+15%
|
|
|
220
|
AssetMark Inc
Concord,
California
|
$123K
|
–
|
–
|
–
|
|
|
221
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$96K
|
–
|
–
|
–
|
|
|
222
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$92K
|
–
|
–
|
–
|
|
|
223
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84K
|
+$7.96K
|
+96
|
+10%
|
|
|
224
|
Huntington National Bank
Columbus,
Ohio
|
$82K
|
–
|
–
|
–
|
|
|
225
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$70K
|
+$4.72K
|
+57
|
+7%
|
|
