|
1001
|
Cambient Family Office
Ada,
Michigan
|
$294K
|
+$237K
|
+3,139
|
New
|
|
|
1002
|
Carret Asset Management
New York
|
$294K
|
–
|
–
|
–
|
|
|
1003
|
Portfolio Design Labs
Encino,
California
|
$293K
|
+$4.91K
|
+65
|
+2%
|
|
|
1004
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$292K
|
-$26.9M
|
-356,144
|
-99%
|
|
|
1005
|
Pflug Koory
Omaha,
Nebraska
|
$291K
|
-$4.45K
|
-59
|
-2%
|
|
|
1006
|
Breakwater Capital Group
Paramus,
New Jersey
|
$289K
|
-$15.1K
|
-200
|
-6%
|
|
|
1007
|
WealthPoint Financial
Cramerton,
North Carolina
|
$288K
|
-$528
|
-7
|
-0.2%
|
|
|
1008
|
Park Capital Management
Madison,
Wisconsin
|
$288K
|
+$3.85K
|
+51
|
+2%
|
|
|
1009
|
Perennial Investment Advisors
Los Angeles,
California
|
$286K
|
-$4.45K
|
-59
|
-2%
|
|
|
1010
|
GeoWealth Management
Chicago,
Illinois
|
$286K
|
-$206K
|
-2,724
|
-47%
|
|
|
1011
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$285K
|
-$68.7K
|
-910
|
-23%
|
|
|
1012
|
W Advisors LLC
Germantown,
Tennessee
|
$284K
|
–
|
–
|
–
|
|
|
1013
|
Mainsail Asset Management
Birmingham,
Alabama
|
$282K
|
+$253K
|
+3,353
|
New
|
|
|
1014
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$281K
|
+$226
|
+3
|
+0.1%
|
|
|
1015
|
Greenfield Seitz Capital Management
Dallas,
Texas
|
$281K
|
+$226K
|
+3,000
|
New
|
|
|
1016
|
Elyxium Wealth
San Mateo,
California
|
$280K
|
+$225K
|
+2,985
|
New
|
|
|
1017
|
Bridgewater Advisors
New York
|
$279K
|
+$1.21K
|
+16
|
+0.5%
|
|
|
1018
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$278K
|
+$224K
|
+2,973
|
New
|
|
|
1019
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$278K
|
+$224K
|
+2,968
|
New
|
|
|
1020
|
Quotient Wealth Partners
Dallas,
Texas
|
$278K
|
+$224K
|
+2,968
|
New
|
|
|
1021
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$277K
|
-$1.58K
|
-21
|
-0.7%
|
|
|
1022
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$277K
|
+$223K
|
+2,955
|
New
|
|
|
1023
|
Welch Group
Birmingham,
Alabama
|
$277K
|
+$223K
|
+2,952
|
New
|
|
|
1024
|
Manske Wealth Management
Houston,
Texas
|
$276K
|
+$223K
|
+2,950
|
New
|
|
|
1025
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$276K
|
+$222K
|
+2,946
|
New
|
|
