|
526
|
Thomas Story & Son
Culver,
Indiana
|
$2.89M
|
+$3.42M
|
+31,701
|
New
|
|
|
527
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.89M
|
+$419K
|
+3,883
|
+14%
|
|
|
528
|
Ascent Group
Virginia Beach,
Virginia
|
$2.88M
|
+$306K
|
+2,836
|
+11%
|
|
|
529
|
Global Retirement Partners
San Rafael,
California
|
$2.87M
|
-$67.2K
|
-622
|
-2%
|
|
|
530
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.87M
|
+$1.13M
|
+10,497
|
+50%
|
|
|
531
|
Westover Capital Advisors
Wilmington,
Delaware
|
$2.86M
|
+$307K
|
+2,843
|
+10%
|
|
|
532
|
Birinyi Associates
Westport,
Connecticut
|
$2.85M
|
-$54K
|
-500
|
-2%
|
|
|
533
|
EFG Asset Management (Americas)
Miami,
Florida
|
$2.85M
|
-$696K
|
-6,445
|
-17%
|
|
|
534
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.82M
|
+$1.09M
|
+10,054
|
+48%
|
|
|
535
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.8M
|
-$57.2K
|
-530
|
-2%
|
|
|
536
|
Kore Private Wealth
New York
|
$2.8M
|
+$44.7K
|
+414
|
+1%
|
|
|
537
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.77M
|
+$264K
|
+2,443
|
+9%
|
|
|
538
|
Comerica Bank
Dallas,
Texas
|
$2.77M
|
+$65.7K
|
+608
|
+2%
|
|
|
539
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.74M
|
-$1.31M
|
-12,121
|
-29%
|
|
|
540
|
Allspring Global Investments
Charlotte,
North Carolina
|
$2.74M
|
-$16.8M
|
-155,213
|
-84%
|
|
|
541
|
|
$2.72M
|
+$459K
|
+4,250
|
+17%
|
|
|
542
|
TownSquare Capital
Provo,
Utah
|
$2.71M
|
+$221K
|
+2,042
|
+7%
|
|
|
543
|
Synergy Asset Management
Vancouver,
Washington
|
$2.71M
|
+$3.2M
|
+29,656
|
New
|
|
|
544
|
Fidelity International
Hamilton,
Bermuda
|
$2.67M
|
-$3.49M
|
-32,275
|
-52%
|
|
|
545
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.67M
|
+$545K
|
+5,050
|
+21%
|
|
|
546
|
Vontobel Holding
Zurich,
Switzerland
|
$2.66M
|
+$378K
|
+3,502
|
+14%
|
|
|
547
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.65M
|
+$49.8K
|
+461
|
+2%
|
|
|
548
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$2.63M
|
+$42.4K
|
+393
|
+1%
|
|
|
549
|
Putnam Investments
Boston,
Massachusetts
|
$2.63M
|
-$259K
|
-2,402
|
-8%
|
|
|
550
|
Capital Planning Advisors
Roseville,
California
|
$2.63M
|
+$13.9K
|
+129
|
+0.5%
|
|
