|
401
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$920K
|
–
|
–
|
–
|
|
|
402
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$915K
|
–
|
–
|
–
|
|
|
403
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$913K
|
+$327K
|
+1,128
|
+53%
|
|
|
404
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$907K
|
-$244K
|
-842
|
-21%
|
|
|
405
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$902K
|
–
|
–
|
–
|
|
|
406
|
Weiss Asset Management
Boston,
Massachusetts
|
$902K
|
+$929K
|
+3,203
|
New
|
|
|
407
|
TrueWealth Advisors
Birmingham,
Alabama
|
$886K
|
+$137K
|
+472
|
+18%
|
|
|
408
|
Toth Financial Advisory
Leesburg,
Virginia
|
$880K
|
+$26.1K
|
+90
|
+3%
|
|
|
409
|
Lido Advisors
Los Angeles,
California
|
$873K
|
+$539K
|
+1,856
|
+149%
|
|
|
410
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$865K
|
–
|
–
|
–
|
|
|
411
|
William Blair & Company
Chicago,
Illinois
|
$864K
|
+$355K
|
+1,224
|
+66%
|
|
|
412
|
QRG Capital Management
Chicago,
Illinois
|
$859K
|
+$32.8K
|
+113
|
+4%
|
|
|
413
|
|
$851K
|
-$353K
|
-1,215
|
-29%
|
|
|
414
|
Vega Investment Solutions
Paris,
France
|
$845K
|
+$870K
|
+3,000
|
New
|
|
|
415
|
Inspire Advisors
Meridian,
Idaho
|
$842K
|
-$184K
|
-634
|
-18%
|
|
|
416
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$832K
|
+$194K
|
+670
|
+29%
|
|
|
417
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$830K
|
-$107K
|
-369
|
-11%
|
|
|
418
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$825K
|
+$290
|
+1
|
+0%
|
|
|
419
|
Pathstone Holdings
Englewood,
New Jersey
|
$815K
|
-$30.8K
|
-106
|
-4%
|
|
|
420
|
UniSuper Management
Melbourne, Victoria,
Australia
|
$785K
|
–
|
–
|
–
|
|
|
421
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$778K
|
-$140K
|
-481
|
-15%
|
|
|
422
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$776K
|
-$190K
|
-656
|
-19%
|
|
|
423
|
AMF Tjänstepension
Stockholm,
Sweden
|
$776K
|
+$799K
|
+2,754
|
New
|
|
|
424
|
WD Rutherford
Portland,
Oregon
|
$766K
|
+$225K
|
+774
|
+40%
|
|
|
425
|
World Equity Group
Schaumburg,
Illinois
|
$763K
|
+$461K
|
+1,589
|
+142%
|
|
