|
201
|
Versant Capital Management
Phoenix,
Arizona
|
$745K
|
+$71K
|
+846
|
+10%
|
|
|
202
|
Pictet Asset Management
Carouge,
Switzerland
|
$743K
|
-$9.65K
|
-115
|
-1%
|
|
|
203
|
Oppenheimer & Co
New York
|
$740K
|
–
|
–
|
–
|
|
|
204
|
Unifi Asset Management
New York
|
$740K
|
+$756K
|
+9,000
|
New
|
|
|
205
|
|
$706K
|
+$721K
|
+8,591
|
New
|
|
|
206
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$701K
|
-$187K
|
-2,228
|
-21%
|
|
|
207
|
Jefferies Financial Group
New York
|
$698K
|
-$14.6M
|
-173,942
|
-95%
|
|
|
208
|
HighTower Advisors
Chicago,
Illinois
|
$685K
|
+$245K
|
+2,917
|
+54%
|
|
|
209
|
SteelPeak Wealth
Woodland Hills,
California
|
$684K
|
–
|
–
|
–
|
|
|
210
|
DZ Bank
Frankfurt Am Main,
Germany
|
$680K
|
+$694K
|
+8,271
|
New
|
|
|
211
|
VOYA Investment Management
Atlanta,
Georgia
|
$679K
|
-$25.6K
|
-305
|
-4%
|
|
|
212
|
Kera Capital Partners
San Jose,
California
|
$658K
|
+$33.9K
|
+404
|
+5%
|
|
|
213
|
Optimize Financial
Laguna Hills,
California
|
$657K
|
+$84K
|
+1,000
|
+14%
|
|
|
214
|
Sagewood Asset Management
New York
|
$656K
|
+$36K
|
+429
|
+6%
|
|
|
215
|
Truist Financial
Charlotte,
North Carolina
|
$646K
|
+$230K
|
+2,739
|
+53%
|
|
|
216
|
United Capital Financial Advisors
Irving,
Texas
|
$636K
|
+$392K
|
+4,668
|
+152%
|
|
|
217
|
Certuity
North Palm Beach,
Florida
|
$634K
|
+$104K
|
+1,241
|
+19%
|
|
|
218
|
Rockefeller Capital Management
New York
|
$632K
|
+$36.9K
|
+439
|
+6%
|
|
|
219
|
Empirical Wealth Management
Seattle,
Washington
|
$627K
|
+$191K
|
+2,270
|
+42%
|
|
|
220
|
KeyBank National Association
Cleveland,
Ohio
|
$602K
|
-$154K
|
-1,832
|
-20%
|
|
|
221
|
Baker Avenue Asset Management
San Francisco,
California
|
$599K
|
-$31K
|
-369
|
-5%
|
|
|
222
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$597K
|
+$72.3K
|
+861
|
+13%
|
|
|
223
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$592K
|
+$79.2K
|
+943
|
+15%
|
|
|
224
|
Kestra Advisory Services
Austin,
Texas
|
$562K
|
-$2.44K
|
-29
|
-0.4%
|
|
|
225
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$556K
|
-$54K
|
-643
|
-9%
|
|
