|
51
|
Zacks Investment Management
Chicago,
Illinois
|
$4.21M
|
+$1.13M
|
+35,166
|
+33%
|
|
|
52
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.19M
|
–
|
–
|
–
|
|
|
53
|
Sepio Capital
Salt Lake City,
Utah
|
$3.97M
|
+$1M
|
+31,208
|
+31%
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$3.96M
|
+$469K
|
+14,586
|
+12%
|
|
|
55
|
Karp Capital Management
Sausalito,
California
|
$3.94M
|
-$4.22M
|
-131,210
|
-50%
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$3.9M
|
+$98.1K
|
+3,052
|
+2%
|
|
|
57
|
Innealta Capital
Austin,
Texas
|
$3.83M
|
+$4.11M
|
+127,919
|
New
|
|
|
58
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.79M
|
-$114K
|
-3,532
|
-3%
|
|
|
59
|
Bank of New York Mellon
New York
|
$3.76M
|
+$2.07M
|
+64,341
|
+105%
|
|
|
60
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$3.7M
|
+$650K
|
+20,224
|
+20%
|
|
|
61
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.5M
|
+$1.28M
|
+39,815
|
+52%
|
|
|
62
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$3.46M
|
–
|
–
|
–
|
|
|
63
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.24M
|
+$3.47M
|
+108,048
|
New
|
|
|
64
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$3.19M
|
-$382K
|
-11,874
|
-10%
|
|
|
65
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$3.16M
|
+$1.37M
|
+42,523
|
+68%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$3.03M
|
-$81.1K
|
-2,523
|
-2%
|
|
|
67
|
Ratio Wealth Group
Denver,
Colorado
|
$3.03M
|
-$98K
|
-3,048
|
-3%
|
|
|
68
|
CX Institutional
Auburn,
Indiana
|
$2.96M
|
-$1.99M
|
-62,021
|
-39%
|
|
|
69
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.77M
|
-$98.4K
|
-3,062
|
-3%
|
|
|
70
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.76M
|
+$843K
|
+26,235
|
+40%
|
|
|
71
|
American Trust
Lexington,
Kentucky
|
$2.75M
|
+$2.95M
|
+91,812
|
New
|
|
|
72
|
55I LLC
Boston,
Massachusetts
|
$2.56M
|
-$68.3K
|
-2,125
|
-2%
|
|
|
73
|
Prudential Financial
Newark,
New Jersey
|
$2.52M
|
+$309K
|
+9,620
|
+13%
|
|
|
74
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.52M
|
-$248K
|
-7,724
|
-8%
|
|
|
75
|
|
$2.51M
|
+$2.7M
|
+83,865
|
New
|
|
