|
676
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.81M
|
+$291K
|
+4,640
|
+23%
|
|
|
677
|
Needham Investment Management
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
678
|
Rench Wealth Management
Denton,
Texas
|
$1.77M
|
+$38.2K
|
+610
|
+3%
|
|
|
679
|
Empirical Finance
Havertown,
Pennsylvania
|
$1.77M
|
+$399K
|
+6,360
|
+35%
|
|
|
680
|
IHT Wealth Management
Chicago,
Illinois
|
$1.77M
|
+$123K
|
+1,970
|
+9%
|
|
|
681
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.76M
|
-$110K
|
-1,750
|
-7%
|
|
|
682
|
Boothbay Fund Management
New York
|
$1.75M
|
+$753K
|
+12,010
|
+97%
|
|
|
683
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.75M
|
+$730K
|
+11,640
|
+92%
|
|
|
684
|
FDx Advisors
Chicago,
Illinois
|
$1.75M
|
+$11.3K
|
+180
|
+0.7%
|
|
|
685
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.74M
|
–
|
–
|
–
|
|
|
686
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.74M
|
+$600K
|
+9,570
|
+66%
|
|
|
687
|
PFG Advisors
Phoenix,
Arizona
|
$1.73M
|
+$27K
|
+430
|
+2%
|
|
|
688
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.72M
|
+$1.5M
|
+23,950
|
New
|
|
|
689
|
Gyroscope Capital Management Group
Naples,
Florida
|
$1.72M
|
-$32K
|
-510
|
-2%
|
|
|
690
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.72M
|
+$17.6K
|
+280
|
+1%
|
|
|
691
|
IBM Retirement Fund
Armonk,
New York
|
$1.71M
|
-$1.04M
|
-16,560
|
-41%
|
|
|
692
|
Belpointe Asset Management
Reno,
Nevada
|
$1.7M
|
-$609K
|
-9,720
|
-29%
|
|
|
693
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.7M
|
+$1.49M
|
+23,700
|
New
|
|
|
694
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.7M
|
+$141K
|
+2,250
|
+11%
|
|
|
695
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.69M
|
-$134K
|
-2,140
|
-8%
|
|
|
696
|
IndexIQ Advisors
New York
|
$1.69M
|
-$75.2K
|
-1,200
|
-5%
|
|
|
697
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.66M
|
+$64.6K
|
+1,030
|
+5%
|
|
|
698
|
Trust Company of Toledo
Holland,
Ohio
|
$1.65M
|
–
|
–
|
–
|
|
|
699
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.65M
|
+$970K
|
+15,480
|
+208%
|
|
|
700
|
Weatherly Asset Management
Del Mar,
California
|
$1.65M
|
-$35.7K
|
-570
|
-2%
|
|
