|
401
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$339K
|
–
|
–
|
–
|
|
|
402
|
McRae Capital Management
Morristown,
New Jersey
|
$338K
|
-$46.5K
|
-4,062
|
-12%
|
|
|
403
|
Marco Investment Management
Atlanta,
Georgia
|
$338K
|
–
|
–
|
–
|
|
|
404
|
Auxier Asset Management
Aurora,
Oregon
|
$332K
|
–
|
–
|
–
|
|
|
405
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$329K
|
+$44.4K
|
+3,878
|
+15%
|
|
|
406
|
WealthSource Partners
San Luis Obispo,
California
|
$322K
|
+$2K
|
+175
|
+0.6%
|
|
|
407
|
Principle Wealth Partners
Madison,
Connecticut
|
$321K
|
+$31.3K
|
+2,735
|
+11%
|
|
|
408
|
|
$320K
|
-$9.71K
|
-848
|
-3%
|
|
|
409
|
|
$320K
|
+$2.53K
|
+221
|
+0.8%
|
|
|
410
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$320K
|
+$163K
|
+14,212
|
+100%
|
|
|
411
|
Perigon Wealth Management
San Francisco,
California
|
$319K
|
+$53.4K
|
+4,663
|
+20%
|
|
|
412
|
Arrow Investment Advisors
Laurel,
Maryland
|
$317K
|
-$1.08K
|
-94
|
-0.3%
|
|
|
413
|
Pathstone Family Office
Englewood,
New Jersey
|
$317K
|
+$96K
|
+8,389
|
+46%
|
|
|
414
|
Western Wealth Management
Golden,
Colorado
|
$316K
|
+$145K
|
+12,642
|
+82%
|
|
|
415
|
Schroder Investment Management Group
London,
United Kingdom
|
$312K
|
-$6.66K
|
-582
|
-2%
|
|
|
416
|
Ancora Advisors
Cleveland,
Ohio
|
$311K
|
–
|
–
|
–
|
|
|
417
|
Equitable Holdings
New York
|
$310K
|
+$2.5K
|
+218
|
+0.8%
|
|
|
418
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$307K
|
+$39.6K
|
+3,462
|
+15%
|
|
|
419
|
Dowling & Yahnke
San Diego,
California
|
$304K
|
+$412
|
+36
|
+0.1%
|
|
|
420
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$302K
|
-$7.36K
|
-643
|
-2%
|
|
|
421
|
Endurance Wealth Management
Providence,
Rhode Island
|
$300K
|
-$18.9K
|
-1,650
|
-6%
|
|
|
422
|
William Blair & Company
Chicago,
Illinois
|
$296K
|
-$26.1K
|
-2,279
|
-8%
|
|
|
423
|
Gitterman Wealth Management
Edison,
New Jersey
|
$285K
|
+$242K
|
+21,165
|
New
|
|
|
424
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$284K
|
+$134K
|
+11,717
|
+87%
|
|
|
425
|
Empirical Wealth Management
Seattle,
Washington
|
$283K
|
-$121K
|
-10,580
|
-30%
|
|
