|
501
|
Clearstead Advisors
Cleveland,
Ohio
|
$883K
|
+$73.1K
|
+1,000
|
+9%
|
|
|
502
|
SimplyRich
Carlsbad,
California
|
$881K
|
–
|
–
|
–
|
|
|
503
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$877K
|
-$41.4K
|
-566
|
-4%
|
|
|
504
|
Creative Planning
Overland Park,
Kansas
|
$872K
|
-$43.1K
|
-589
|
-5%
|
|
|
505
|
|
$870K
|
-$439K
|
-6,000
|
-33%
|
|
|
506
|
EULAV Asset Management
Sarasota,
Florida
|
$870K
|
–
|
–
|
–
|
|
|
507
|
Boys Arnold & Co
Asheville,
North Carolina
|
$860K
|
-$55.2K
|
-755
|
-6%
|
|
|
508
|
Schroder Investment Management Group
London,
United Kingdom
|
$858K
|
-$10.1M
|
-138,575
|
-92%
|
|
|
509
|
Highstreet Asset Management
London,
Ontario, Canada
|
$848K
|
+$194K
|
+2,658
|
+29%
|
|
|
510
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$845K
|
+$13.9K
|
+190
|
+2%
|
|
|
511
|
First Personal Financial Services
Charlotte,
North Carolina
|
$842K
|
-$103K
|
-1,415
|
-11%
|
|
|
512
|
Israel Discount Bank of New York
New York
|
$834K
|
-$12.6K
|
-173
|
-1%
|
|
|
513
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$825K
|
+$8.26K
|
+113
|
+1%
|
|
|
514
|
Curi RMB Capital
Chicago,
Illinois
|
$822K
|
–
|
–
|
–
|
|
|
515
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$815K
|
+$314K
|
+4,296
|
+62%
|
|
|
516
|
Biltmore Family Office
Charlotte,
North Carolina
|
$807K
|
-$420K
|
-5,750
|
-34%
|
|
|
517
|
Martingale Asset Management
Boston,
Massachusetts
|
$807K
|
-$29.3K
|
-401
|
-3%
|
|
|
518
|
Coastline Trust
Providence,
Rhode Island
|
$798K
|
–
|
–
|
–
|
|
|
519
|
Fox Run Management
Greenwich,
Connecticut
|
$784K
|
+$791K
|
+10,815
|
New
|
|
|
520
|
First Business Financial Services
Madison,
Wisconsin
|
$762K
|
-$20K
|
-273
|
-3%
|
|
|
521
|
First Quadrant
Glendale,
California
|
$761K
|
–
|
–
|
–
|
|
|
522
|
|
$746K
|
+$250K
|
+3,418
|
+50%
|
|
|
523
|
Simmons Bank
Pine Bluff,
Arkansas
|
$738K
|
-$51.2K
|
-700
|
-6%
|
|
|
524
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$734K
|
+$306K
|
+4,185
|
+70%
|
|
|
525
|
|
$716K
|
–
|
–
|
–
|
|
