|
1001
|
KCM Investment Advisors
Greenbrae,
California
|
$2.55M
|
+$770K
|
+14,582
|
+45%
|
|
|
1002
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$2.55M
|
+$30.1K
|
+569
|
+1%
|
|
|
1003
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$2.55M
|
–
|
–
|
–
|
|
|
1004
|
Beacon Financial Group
Dallas,
Texas
|
$2.52M
|
–
|
–
|
–
|
|
|
1005
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$2.5M
|
+$9.51K
|
+180
|
+0.4%
|
|
|
1006
|
Caprock Group
Boise,
Idaho
|
$2.49M
|
-$66.9K
|
-1,266
|
-3%
|
|
|
1007
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.47M
|
–
|
–
|
–
|
|
|
1008
|
Hartford Financial Management
Hartford,
Connecticut
|
$2.46M
|
-$59.8K
|
-1,132
|
-2%
|
|
|
1009
|
|
$2.46M
|
-$534K
|
-10,111
|
-18%
|
|
|
1010
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$2.45M
|
+$37.4K
|
+708
|
+2%
|
|
|
1011
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.45M
|
-$111K
|
-2,110
|
-4%
|
|
|
1012
|
WC Walker & Associates
Fullerton,
California
|
$2.45M
|
+$1.85K
|
+35
|
+0.1%
|
|
|
1013
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$2.44M
|
–
|
–
|
–
|
|
|
1014
|
Boston Partners
Boston,
Massachusetts
|
$2.44M
|
+$1.89M
|
+35,697
|
+377%
|
|
|
1015
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.44M
|
–
|
–
|
–
|
|
|
1016
|
ICICI Prudential Asset Management
Mumbai,
India
|
$2.44M
|
-$960K
|
-18,170
|
-29%
|
|
|
1017
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.43M
|
-$28.9K
|
-548
|
-1%
|
|
|
1018
|
CSU Producer Resources
Fairfield,
Ohio
|
$2.4M
|
+$475K
|
+9,000
|
+25%
|
|
|
1019
|
Oribel Capital Management
New York
|
$2.4M
|
+$58.1K
|
+1,100
|
+3%
|
|
|
1020
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$2.38M
|
-$12.7M
|
-239,764
|
-84%
|
|
|
1021
|
Jackson Square Capital
San Francisco,
California
|
$2.38M
|
-$59.9K
|
-1,134
|
-3%
|
|
|
1022
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$2.38M
|
+$756K
|
+14,319
|
+48%
|
|
|
1023
|
Redwood Investments
Boston,
Massachusetts
|
$2.38M
|
-$1.11K
|
-21
|
-0%
|
|
|
1024
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.38M
|
+$652K
|
+12,346
|
+39%
|
|
|
1025
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$2.37M
|
–
|
–
|
–
|
|
