|
501
|
|
$313K
|
+$327K
|
+7,951
|
New
|
|
|
502
|
Pursuit Wealth Management
Palm Beach Gardens,
Florida
|
$312K
|
+$326K
|
+7,932
|
New
|
|
|
503
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$311K
|
+$307K
|
+7,464
|
+1,752%
|
|
|
504
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$310K
|
+$324K
|
+7,870
|
New
|
|
|
505
|
Brookstone Capital Management
Wheaton,
Illinois
|
$309K
|
-$33.4K
|
-813
|
-9%
|
|
|
506
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$309K
|
-$3.5K
|
-85
|
-1%
|
|
|
507
|
nVerses Capital
Wellington,
Florida
|
$308K
|
+$321K
|
+7,810
|
New
|
|
|
508
|
Jamison Private Wealth Management
Milton,
Georgia
|
$306K
|
-$19.6K
|
-477
|
-6%
|
|
|
509
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$305K
|
+$41
|
+1
|
+0%
|
|
|
510
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$305K
|
+$10K
|
+244
|
+3%
|
|
|
511
|
IFP Advisors
Tampa,
Florida
|
$301K
|
-$5.8K
|
-141
|
-2%
|
|
|
512
|
Chapin Davis
Baltimore,
Maryland
|
$300K
|
+$206
|
+5
|
+0.1%
|
|
|
513
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$299K
|
-$87.7K
|
-2,134
|
-22%
|
|
|
514
|
Leavell Investment Management
Mobile,
Alabama
|
$297K
|
-$32.9K
|
-800
|
-10%
|
|
|
515
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$295K
|
–
|
–
|
–
|
|
|
516
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$295K
|
+$115K
|
+2,800
|
+60%
|
|
|
517
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$288K
|
+$123
|
+3
|
+0%
|
|
|
518
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$286K
|
-$7.24K
|
-176
|
-2%
|
|
|
519
|
Gentry Private Wealth
Wichita,
Kansas
|
$286K
|
-$98.2K
|
-2,388
|
-25%
|
|
|
520
|
J.W. Cole Advisors
Tampa,
Florida
|
$282K
|
+$58.3K
|
+1,419
|
+25%
|
|
|
521
|
Siemens Fonds Invest
Munich,
Germany
|
$280K
|
–
|
–
|
–
|
|
|
522
|
iSAM Funds (UK)
London,
United Kingdom
|
$280K
|
+$292K
|
+7,103
|
New
|
|
|
523
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$280K
|
–
|
–
|
–
|
|
|
524
|
Systematic Financial Management
Teaneck,
New Jersey
|
$280K
|
–
|
–
|
–
|
|
|
525
|
Brooklyn Investment Group
Brooklyn,
New York
|
$279K
|
+$288K
|
+7,002
|
New
|
|
