|
551
|
Morse Asset Management
Darien,
Connecticut
|
$6.24M
|
+$73K
|
+166
|
+1%
|
|
|
552
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$6.22M
|
+$296K
|
+673
|
+5%
|
|
|
553
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$6.17M
|
+$516K
|
+1,172
|
+9%
|
|
|
554
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$6.15M
|
+$692K
|
+1,573
|
+13%
|
|
|
555
|
Munro Partners
Melbourne,
Australia
|
$6.15M
|
+$370K
|
+840
|
+6%
|
|
|
556
|
KCM Investment Advisors
Greenbrae,
California
|
$6.15M
|
+$179K
|
+406
|
+3%
|
|
|
557
|
Neville Rodie & Shaw
New York
|
$6.12M
|
-$44.4K
|
-101
|
-0.7%
|
|
|
558
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$6.09M
|
-$58.1K
|
-132
|
-0.9%
|
|
|
559
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$6.08M
|
-$70.8K
|
-161
|
-1%
|
|
|
560
|
Mizuho Markets Americas
New York
|
$6.07M
|
-$5.39M
|
-12,257
|
-47%
|
|
|
561
|
United Services Automobile Association
San Antonio,
Texas
|
$6.06M
|
-$315K
|
-715
|
-5%
|
|
|
562
|
Candelo Capital Management
New York
|
$6.06M
|
+$1.77M
|
+4,012
|
+41%
|
|
|
563
|
Fulcrum Capital
Seattle,
Washington
|
$6M
|
+$66.9K
|
+152
|
+1%
|
|
|
564
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$6M
|
-$28.6K
|
-65
|
-0.5%
|
|
|
565
|
Eventide Asset Management
Boston,
Massachusetts
|
$5.87M
|
+$2.22M
|
+5,046
|
+60%
|
|
|
566
|
Prospera Financial Services
Dallas,
Texas
|
$5.86M
|
-$53.7K
|
-122
|
-0.9%
|
|
|
567
|
SVB Wealth
Boston,
Massachusetts
|
$5.84M
|
+$4.33M
|
+9,850
|
+285%
|
|
|
568
|
Advisory Services Network
Atlanta,
Georgia
|
$5.83M
|
-$225K
|
-511
|
-4%
|
|
|
569
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$5.82M
|
+$1.39M
|
+3,154
|
+31%
|
|
|
570
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$5.81M
|
+$107K
|
+244
|
+2%
|
|
|
571
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.8M
|
-$409K
|
-929
|
-7%
|
|
|
572
|
Nelson Capital Management
Menlo Park,
California
|
$5.77M
|
-$44.4K
|
-101
|
-0.8%
|
|
|
573
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.71M
|
+$4.24M
|
+9,632
|
+285%
|
|
|
574
|
Cohen Klingenstein
New York
|
$5.7M
|
–
|
–
|
–
|
|
|
575
|
BFSG LLC
Irvine,
California
|
$5.7M
|
-$51.5K
|
-117
|
-0.9%
|
|
