|
401
|
Act Two Investors
Santa Cruz,
California
|
$5.24M
|
+$457K
|
+4,386
|
+10%
|
|
|
402
|
Security National Bank
Omaha,
Nebraska
|
$5.22M
|
-$156K
|
-1,499
|
-3%
|
|
|
403
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$5.21M
|
–
|
–
|
–
|
|
|
404
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.19M
|
+$313K
|
+3,007
|
+7%
|
|
|
405
|
Nordea Investment Management
Stockholm,
Sweden
|
$5.18M
|
-$79.1K
|
-760
|
-2%
|
|
|
406
|
IFP Advisors
Tampa,
Florida
|
$5.17M
|
-$116K
|
-1,116
|
-2%
|
|
|
407
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$5.16M
|
+$14.2K
|
+136
|
+0.3%
|
|
|
408
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.14M
|
-$94.1M
|
-904,015
|
-95%
|
|
|
409
|
HM Payson & Co
Portland,
Maine
|
$5.09M
|
-$323K
|
-3,100
|
-6%
|
|
|
410
|
|
$5.05M
|
-$3.34M
|
-32,100
|
-41%
|
|
|
411
|
ProVise Management Group
Clearwater,
Florida
|
$4.98M
|
-$140K
|
-1,347
|
-3%
|
|
|
412
|
Fred Alger Management
New York
|
$4.98M
|
+$371K
|
+3,560
|
+8%
|
|
|
413
|
SFE Investment Counsel
Los Angeles,
California
|
$4.92M
|
-$60.9K
|
-585
|
-1%
|
|
|
414
|
Silicon Valley Capital Partners
San Jose,
California
|
$4.9M
|
+$881K
|
+8,457
|
+23%
|
|
|
415
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.85M
|
-$67.3K
|
-646
|
-1%
|
|
|
416
|
Cetera Advisors
Denver,
Colorado
|
$4.85M
|
-$248K
|
-2,378
|
-5%
|
|
|
417
|
Naples Global Advisors
Naples,
Florida
|
$4.81M
|
-$45.8K
|
-440
|
-1%
|
|
|
418
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$4.81M
|
+$66.6K
|
+640
|
+1%
|
|
|
419
|
Pacer Advisors
Malvern,
Pennsylvania
|
$4.79M
|
+$4.66M
|
+44,735
|
New
|
|
|
420
|
Compass Wealth Management
Guilford,
Connecticut
|
$4.79M
|
-$66.2K
|
-636
|
-1%
|
|
|
421
|
MAI Capital Management
Independence,
Ohio
|
$4.73M
|
+$194K
|
+1,865
|
+4%
|
|
|
422
|
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
|
$4.71M
|
+$4.58M
|
+44,000
|
New
|
|
|
423
|
Appleton Partners
Boston,
Massachusetts
|
$4.67M
|
+$1.36M
|
+13,037
|
+43%
|
|
|
424
|
Global Retirement Partners
San Rafael,
California
|
$4.66M
|
+$33.6K
|
+323
|
+0.7%
|
|
|
425
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.65M
|
-$197K
|
-1,893
|
-4%
|
|
