|
226
|
Creative Planning
Overland Park,
Kansas
|
$1.19M
|
+$134K
|
+2,995
|
+14%
|
|
|
227
|
Aigen Investment Management
New York
|
$1.18M
|
+$1.07M
|
+23,767
|
New
|
|
|
228
|
Storebrand Asset Management
Lysaker,
Norway
|
$1.14M
|
–
|
–
|
–
|
|
|
229
|
Pictet Asset Management
Carouge,
Switzerland
|
$1.13M
|
+$32.2K
|
+717
|
+3%
|
|
|
230
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
+$94.7K
|
+2,110
|
+11%
|
|
|
231
|
Bard Financial Services
Branford,
Connecticut
|
$1.08M
|
-$11.2K
|
-250
|
-1%
|
|
|
232
|
Summit Financial
Parsippany,
New Jersey
|
$1.07M
|
+$968K
|
+21,558
|
New
|
|
|
233
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.06M
|
+$1.1M
|
+24,426
|
New
|
|
|
234
|
Gotham Asset Management
New York
|
$1.06M
|
-$14K
|
-311
|
-1%
|
|
|
235
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
-$5.69M
|
-126,801
|
-86%
|
|
|
236
|
Equitable Trust
Nashville,
Tennessee
|
$1.03M
|
–
|
–
|
–
|
|
|
237
|
Congress Wealth Management
Boston,
Massachusetts
|
$1M
|
+$903K
|
+20,112
|
New
|
|
|
238
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$998K
|
+$897K
|
+19,975
|
New
|
|
|
239
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$952K
|
-$196K
|
-4,374
|
-19%
|
|
|
240
|
State of Alaska Department of Revenue
Juneau,
Alaska
|
$915K
|
–
|
–
|
–
|
|
|
241
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$895K
|
+$72.1K
|
+1,606
|
+10%
|
|
|
242
|
Evercore Wealth Management
New York
|
$892K
|
–
|
–
|
–
|
|
|
243
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$888K
|
–
|
–
|
–
|
|
|
244
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$886K
|
+$69.9K
|
+1,557
|
+10%
|
|
|
245
|
Shelton Wealth Management
Fort Worth,
Texas
|
$882K
|
+$208K
|
+4,640
|
+35%
|
|
|
246
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$880K
|
+$794K
|
+17,690
|
New
|
|
|
247
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$858K
|
-$66.6K
|
-1,483
|
-8%
|
|
|
248
|
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
$854K
|
–
|
–
|
–
|
|
|
249
|
William Blair & Company
Chicago,
Illinois
|
$849K
|
+$583
|
+13
|
+0.1%
|
|
|
250
|
Raymond James Trust
St. Petersburg,
Florida
|
$836K
|
+$14.2K
|
+317
|
+2%
|
|
