|
401
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13M
|
+$12.8M
|
+63,212
|
+3,502%
|
|
|
402
|
Albion Financial Group
Salt Lake City,
Utah
|
$13M
|
+$128K
|
+631
|
+1%
|
|
|
403
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.9M
|
-$2.2M
|
-10,869
|
-14%
|
|
|
404
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$12.9M
|
-$1.82M
|
-8,973
|
-12%
|
|
|
405
|
Avantax Advisory Services
Dallas,
Texas
|
$12.8M
|
+$786K
|
+3,886
|
+6%
|
|
|
406
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$12.8M
|
-$1.41M
|
-6,987
|
-10%
|
|
|
407
|
Rothschild Investment LLC
Chicago,
Illinois
|
$12.7M
|
+$241K
|
+1,193
|
+2%
|
|
|
408
|
BOK Financial
Tulsa,
Oklahoma
|
$12.7M
|
+$2.62M
|
+12,963
|
+26%
|
|
|
409
|
Atria Investments
Charlotte,
North Carolina
|
$12.5M
|
-$5.92M
|
-29,240
|
-32%
|
|
|
410
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$12.5M
|
-$426K
|
-2,104
|
-3%
|
|
|
411
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$12.5M
|
+$529K
|
+2,613
|
+4%
|
|
|
412
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$12.4M
|
-$2.82M
|
-13,950
|
-18%
|
|
|
413
|
Lido Advisors
Los Angeles,
California
|
$12.4M
|
+$5.49M
|
+27,150
|
+77%
|
|
|
414
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$12.3M
|
+$12.5M
|
+61,856
|
New
|
|
|
415
|
First Horizon Advisors
Memphis,
Tennessee
|
$12.3M
|
-$850K
|
-4,199
|
-6%
|
|
|
416
|
Grassi Investment Management
Santa Clara,
California
|
$12.3M
|
-$429K
|
-2,121
|
-3%
|
|
|
417
|
Novare Capital Management
Charlotte,
North Carolina
|
$12.2M
|
-$86K
|
-425
|
-0.7%
|
|
|
418
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$12.2M
|
+$451K
|
+2,230
|
+4%
|
|
|
419
|
AQR Capital Management
Greenwich,
Connecticut
|
$12.1M
|
+$1.67M
|
+8,264
|
+16%
|
|
|
420
|
Williams Jones Wealth Management
New York
|
$12.1M
|
-$1M
|
-4,957
|
-8%
|
|
|
421
|
IFM Investors
Melbourne,
Australia
|
$11.9M
|
-$3.24K
|
-16
|
-0%
|
|
|
422
|
CSM Advisors
Warrendale,
Pennsylvania
|
$11.9M
|
+$2.48M
|
+12,235
|
+26%
|
|
|
423
|
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
$11.8M
|
+$27.7K
|
+137
|
+0.2%
|
|
|
424
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$11.8M
|
-$2.45M
|
-12,125
|
-17%
|
|
|
425
|
Close Asset Management
London,
United Kingdom
|
$11.8M
|
+$209K
|
+1,035
|
+2%
|
|
