|
901
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.02M
|
-$48.3K
|
-218
|
-3%
|
|
|
902
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.02M
|
+$263K
|
+1,186
|
+16%
|
|
|
903
|
BNC Wealth Management
Beaverton,
Oregon
|
$2.02M
|
+$92.5K
|
+417
|
+5%
|
|
|
904
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.01M
|
-$7.98K
|
-36
|
-0.4%
|
|
|
905
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.01M
|
+$434K
|
+1,958
|
+30%
|
|
|
906
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2M
|
+$137K
|
+616
|
+8%
|
|
|
907
|
Regent Investment Management
Louisville,
Kentucky
|
$2M
|
-$50.1K
|
-226
|
-3%
|
|
|
908
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.99M
|
+$63.4K
|
+286
|
+4%
|
|
|
909
|
Patton Fund Management
Dallas,
Texas
|
$1.99M
|
+$642K
|
+2,897
|
+53%
|
|
|
910
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.99M
|
-$20.4K
|
-92
|
-1%
|
|
|
911
|
Knuff & Co
Foster City,
California
|
$1.99M
|
-$3.1K
|
-14
|
-0.2%
|
|
|
912
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.98M
|
-$1.1M
|
-4,978
|
-37%
|
|
|
913
|
Roosevelt Investment Group
New York
|
$1.96M
|
–
|
–
|
–
|
|
|
914
|
Edgestream Partners
Princeton,
New Jersey
|
$1.96M
|
-$4.65M
|
-20,974
|
-72%
|
|
|
915
|
FDx Advisors
Chicago,
Illinois
|
$1.96M
|
-$212K
|
-954
|
-10%
|
|
|
916
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.96M
|
+$606K
|
+2,735
|
+50%
|
|
|
917
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$1.95M
|
-$20.4K
|
-92
|
-1%
|
|
|
918
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.95M
|
+$17.7K
|
+80
|
+1%
|
|
|
919
|
Evoke Wealth
Los Angeles,
California
|
$1.94M
|
+$1.21M
|
+5,456
|
+202%
|
|
|
920
|
PNC Managed Account Solutions
Houston,
Texas
|
$1.94M
|
+$1.81M
|
+8,160
|
New
|
|
|
921
|
Grimes & Company
Westborough,
Massachusetts
|
$1.94M
|
-$2.44K
|
-11
|
-0.1%
|
|
|
922
|
Strategy Asset Managers
Pasadena,
California
|
$1.93M
|
-$655K
|
-2,956
|
-27%
|
|
|
923
|
Leavell Investment Management
Mobile,
Alabama
|
$1.93M
|
–
|
–
|
–
|
|
|
924
|
Aspiriant LLC
Los Angeles,
California
|
$1.92M
|
-$21.5K
|
-97
|
-1%
|
|
|
925
|
Cadence Bank
Tupelo,
Mississippi
|
$1.92M
|
+$95.1K
|
+429
|
+6%
|
|
