|
301
|
Concurrent Investment Advisors
Tampa,
Florida
|
$511K
|
+$125K
|
+384
|
+34%
|
|
|
302
|
Lido Advisors
Los Angeles,
California
|
$507K
|
+$485K
|
+1,494
|
New
|
|
|
303
|
KeyBank National Association
Cleveland,
Ohio
|
$505K
|
-$160K
|
-493
|
-25%
|
|
|
304
|
Connable Office Inc
Kalamazoo,
Michigan
|
$502K
|
-$83.1K
|
-256
|
-15%
|
|
|
305
|
Everhart Financial Group
Dublin,
Ohio
|
$502K
|
+$38.3K
|
+118
|
+9%
|
|
|
306
|
Syon Capital
San Francisco,
California
|
$490K
|
-$97K
|
-299
|
-17%
|
|
|
307
|
DnB Asset Management
Oslo,
Norway
|
$474K
|
+$453K
|
+1,396
|
New
|
|
|
308
|
Panagora Asset Management
Boston,
Massachusetts
|
$467K
|
–
|
–
|
–
|
|
|
309
|
Focus Partners Wealth
Boston,
Massachusetts
|
$464K
|
-$337K
|
-1,038
|
-43%
|
|
|
310
|
AssetMark Inc
Concord,
California
|
$464K
|
+$32.5K
|
+100
|
+8%
|
|
|
311
|
Dundas Partners
Edinburgh,
United Kingdom
|
$455K
|
-$80.8K
|
-249
|
-16%
|
|
|
312
|
RWA Wealth Partners
Newton,
Massachusetts
|
$449K
|
–
|
–
|
–
|
|
|
313
|
NewEdge Advisors
New Orleans,
Louisiana
|
$449K
|
+$325
|
+1
|
+0.1%
|
|
|
314
|
Crossmark Global Holdings
Houston,
Texas
|
$448K
|
+$428K
|
+1,320
|
New
|
|
|
315
|
Utah Retirement Systems
Salt Lake City,
Utah
|
$440K
|
–
|
–
|
–
|
|
|
316
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$432K
|
-$28.6M
|
-88,135
|
-99%
|
|
|
317
|
Callan Family Office
Radnor,
Pennsylvania
|
$430K
|
+$12.3K
|
+38
|
+3%
|
|
|
318
|
Park Avenue Securities
New York
|
$427K
|
-$1.62K
|
-5
|
-0.4%
|
|
|
319
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$415K
|
–
|
–
|
–
|
|
|
320
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$412K
|
+$394K
|
+1,213
|
New
|
|
|
321
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$410K
|
–
|
–
|
–
|
|
|
322
|
Bourne Lent Asset Management
Pawling,
New York
|
$407K
|
–
|
–
|
–
|
|
|
323
|
Romano Brothers & Co
Evanston,
Illinois
|
$407K
|
–
|
–
|
–
|
|
|
324
|
Personal CFO Solutions
Chester,
New Jersey
|
$405K
|
-$30.2K
|
-93
|
-7%
|
|
|
325
|
InceptionR
Lafayette,
California
|
$403K
|
+$386K
|
+1,189
|
New
|
|
