|
501
|
Creative Planning
Overland Park,
Kansas
|
$955K
|
+$44.2K
|
+588
|
+5%
|
|
|
502
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$940K
|
+$45.1K
|
+600
|
+5%
|
|
|
503
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$935K
|
-$27.7K
|
-369
|
-3%
|
|
|
504
|
|
$929K
|
+$31K
|
+412
|
+3%
|
|
|
505
|
Bank of the West
Monterey Park,
California
|
$925K
|
-$39.1K
|
-520
|
-4%
|
|
|
506
|
Clearstead Advisors
Cleveland,
Ohio
|
$912K
|
+$60.1K
|
+800
|
+7%
|
|
|
507
|
Conning Inc
Hartford,
Connecticut
|
$910K
|
-$48.1K
|
-640
|
-5%
|
|
|
508
|
SimplyRich
Carlsbad,
California
|
$909K
|
–
|
–
|
–
|
|
|
509
|
Foundry Partners
Minneapolis,
Minnesota
|
$886K
|
-$27.2K
|
-362
|
-3%
|
|
|
510
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$879K
|
-$10.5K
|
-140
|
-1%
|
|
|
511
|
Cue Advisory Services
Phoenix,
Arizona
|
$878K
|
-$4.89K
|
-65
|
-0.6%
|
|
|
512
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$876K
|
-$75.8K
|
-1,008
|
-8%
|
|
|
513
|
Israel Discount Bank of New York
New York
|
$874K
|
-$1.13K
|
-15
|
-0.1%
|
|
|
514
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$859K
|
–
|
–
|
–
|
|
|
515
|
First Personal Financial Services
Charlotte,
North Carolina
|
$855K
|
–
|
–
|
–
|
|
|
516
|
Element Capital Management
New York
|
$848K
|
+$852K
|
+11,329
|
New
|
|
|
517
|
Private Advisor Group
Morristown,
New Jersey
|
$839K
|
-$493K
|
-6,563
|
-37%
|
|
|
518
|
Coastline Trust
Providence,
Rhode Island
|
$824K
|
–
|
–
|
–
|
|
|
519
|
Raymond James Trust
St. Petersburg,
Florida
|
$821K
|
+$70.3K
|
+935
|
+9%
|
|
|
520
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$820K
|
–
|
–
|
–
|
|
|
521
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$818K
|
-$1.96K
|
-26
|
-0.2%
|
|
|
522
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$811K
|
-$5.79K
|
-77
|
-0.7%
|
|
|
523
|
Boys Arnold & Co
Asheville,
North Carolina
|
$807K
|
-$18.8K
|
-250
|
-2%
|
|
|
524
|
Solstein Capital
Menlo Park,
California
|
$801K
|
-$301K
|
-4,000
|
-27%
|
|
|
525
|
CSat Investment Advisory
Detroit,
Michigan
|
$797K
|
+$797K
|
+10,598
|
+20,381%
|
|
