|
1501
|
Fayez Sarofim & Co
Houston,
Texas
|
$881K
|
–
|
–
|
–
|
|
|
1502
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$880K
|
+$306K
|
+1,541
|
+95%
|
|
|
1503
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$873K
|
-$710K
|
-3,575
|
-55%
|
|
|
1504
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$873K
|
+$575K
|
+2,895
|
New
|
|
|
1505
|
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
|
$872K
|
+$574K
|
+2,890
|
New
|
|
|
1506
|
Howland Capital Management
Boston,
Massachusetts
|
$869K
|
+$199
|
+1
|
+0%
|
|
|
1507
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$869K
|
+$159K
|
+800
|
+38%
|
|
|
1508
|
Dunhill Financial
London,
United Kingdom
|
$869K
|
-$397
|
-2
|
-0.1%
|
|
|
1509
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$867K
|
-$80.8K
|
-407
|
-9%
|
|
|
1510
|
Schnieders Capital Management
Pasadena,
California
|
$867K
|
+$203K
|
+1,023
|
+55%
|
|
|
1511
|
Values First Advisors
Gray,
Tennessee
|
$865K
|
+$3.57K
|
+18
|
+0.6%
|
|
|
1512
|
Simon Quick Advisors
Morristown,
New Jersey
|
$863K
|
+$48K
|
+242
|
+9%
|
|
|
1513
|
Prota Financial
Houston,
Texas
|
$863K
|
-$252K
|
-1,267
|
-28%
|
|
|
1514
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$863K
|
-$337K
|
-1,700
|
-37%
|
|
|
1515
|
AdvisorShares Investments
Bethesda,
Maryland
|
$863K
|
-$199K
|
-1,000
|
-26%
|
|
|
1516
|
Segment Wealth Management
Houston,
Texas
|
$863K
|
–
|
–
|
–
|
|
|
1517
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$856K
|
-$32.6K
|
-164
|
-5%
|
|
|
1518
|
Apella Capital
West Hartford,
Connecticut
|
$856K
|
+$118K
|
+592
|
+18%
|
|
|
1519
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$852K
|
+$95.9K
|
+483
|
+21%
|
|
|
1520
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$852K
|
+$161K
|
+813
|
+40%
|
|
|
1521
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$851K
|
-$21.4K
|
-108
|
-4%
|
|
|
1522
|
Goldstein Advisors
Madison,
Wisconsin
|
$848K
|
+$41.7K
|
+210
|
+8%
|
|
|
1523
|
Brickley Wealth Management
San Mateo,
California
|
$845K
|
–
|
–
|
–
|
|
|
1524
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$845K
|
+$43.5K
|
+219
|
+8%
|
|
|
1525
|
Kestra Investment Management
Austin,
Texas
|
$845K
|
+$83.2K
|
+419
|
+18%
|
|
