|
501
|
Parametric Portfolio Associates
Seattle,
Washington
|
$631K
|
+$81.4K
|
+897
|
+16%
|
|
|
502
|
Peak Asset Management
Louisville,
Colorado
|
$625K
|
+$240K
|
+2,648
|
+69%
|
|
|
503
|
Renaissance Technologies
New York
|
$625K
|
+$590K
|
+6,500
|
New
|
|
|
504
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$614K
|
–
|
–
|
–
|
|
|
505
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$614K
|
+$579K
|
+6,384
|
New
|
|
|
506
|
First Nebraska Trust
Lincoln,
Nebraska
|
$607K
|
+$27.6K
|
+304
|
+5%
|
|
|
507
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$601K
|
+$567K
|
+6,249
|
New
|
|
|
508
|
Koshinski Asset Management
Decatur,
Illinois
|
$598K
|
-$24K
|
-264
|
-4%
|
|
|
509
|
Bison Wealth
Atlanta,
Georgia
|
$595K
|
-$9.26K
|
-102
|
-2%
|
|
|
510
|
Leavell Investment Management
Mobile,
Alabama
|
$593K
|
–
|
–
|
–
|
|
|
511
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$589K
|
-$9.08K
|
-100
|
-2%
|
|
|
512
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$588K
|
+$11.3K
|
+124
|
+2%
|
|
|
513
|
Evermay Wealth Management
Arlington,
Virginia
|
$587K
|
-$190K
|
-2,090
|
-26%
|
|
|
514
|
Voya Financial Advisors
Windsor,
Connecticut
|
$584K
|
-$42.1K
|
-464
|
-7%
|
|
|
515
|
SouthState Corp
Winter Haven,
Florida
|
$584K
|
-$10.2K
|
-112
|
-2%
|
|
|
516
|
Montecito Bank & Trust
Santa Barbara,
California
|
$580K
|
–
|
–
|
–
|
|
|
517
|
Fagan Associates
Troy,
New York
|
$579K
|
-$11K
|
-121
|
-2%
|
|
|
518
|
Versant Capital Management
Phoenix,
Arizona
|
$579K
|
–
|
–
|
–
|
|
|
519
|
Loveless Wealth Management
Billings,
Montana
|
$574K
|
–
|
–
|
–
|
|
|
520
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$573K
|
-$7.26K
|
-80
|
-1%
|
|
|
521
|
Perigon Wealth Management
San Francisco,
California
|
$571K
|
-$65.7K
|
-724
|
-11%
|
|
|
522
|
First Horizon Corporation
Memphis,
Tennessee
|
$570K
|
+$33.9K
|
+374
|
+7%
|
|
|
523
|
Curi Wealth Management
Raleigh,
North Carolina
|
$569K
|
+$538K
|
+5,926
|
New
|
|
|
524
|
Monterey Private Wealth
Monterey,
California
|
$565K
|
-$35.9K
|
-395
|
-6%
|
|
|
525
|
Insight Wealth Strategies
San Ramon,
California
|
$563K
|
-$68.3K
|
-753
|
-11%
|
|
