|
501
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$975K
|
–
|
–
|
–
|
|
|
502
|
SimplyRich
Carlsbad,
California
|
$972K
|
–
|
–
|
–
|
|
|
503
|
Canandaigua National Corp
Canandaigua,
New York
|
$972K
|
+$13.1K
|
+72
|
+1%
|
|
|
504
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$971K
|
-$195K
|
-1,070
|
-18%
|
|
|
505
|
Tocqueville Asset Management
New York
|
$968K
|
+$97.3K
|
+533
|
+12%
|
|
|
506
|
Neumann Capital Management
Foster City,
California
|
$956K
|
+$9.13K
|
+50
|
+1%
|
|
|
507
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$954K
|
-$18.3K
|
-100
|
-2%
|
|
|
508
|
Bank of Hawaii
Honolulu,
Hawaii
|
$954K
|
-$5.29K
|
-29
|
-0.6%
|
|
|
509
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$951K
|
+$24.1K
|
+132
|
+3%
|
|
|
510
|
Scotia Capital
Toronto,
Ontario, Canada
|
$933K
|
-$149K
|
-814
|
-15%
|
|
|
511
|
FORA Capital
Miami,
Florida
|
$931K
|
-$29.6K
|
-162
|
-3%
|
|
|
512
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$928K
|
+$548
|
+3
|
+0.1%
|
|
|
513
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$918K
|
-$29.4K
|
-161
|
-3%
|
|
|
514
|
Fiduciary Trust
Boston,
Massachusetts
|
$910K
|
–
|
–
|
–
|
|
|
515
|
Caxton Associates (New York)
New York
|
$904K
|
+$521K
|
+2,852
|
+160%
|
|
|
516
|
Legg Mason Asset Management
Tokyo,
Japan
|
$901K
|
-$187K
|
-1,027
|
-18%
|
|
|
517
|
Calamos Wealth Management
Naperville,
Illinois
|
$897K
|
–
|
–
|
–
|
|
|
518
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$893K
|
+$836K
|
+4,580
|
New
|
|
|
519
|
Redwood Investment Management
Scottsdale,
Arizona
|
$890K
|
-$50.9K
|
-279
|
-6%
|
|
|
520
|
Center for Financial Planning
Southfied,
Michigan
|
$888K
|
–
|
–
|
–
|
|
|
521
|
BOK Financial
Tulsa,
Oklahoma
|
$886K
|
-$270K
|
-1,480
|
-25%
|
|
|
522
|
Avantax Planning Partners
Dubuque,
Iowa
|
$877K
|
+$1.09K
|
+6
|
+0.1%
|
|
|
523
|
Cerity Partners OCIO
New York
|
$874K
|
-$156K
|
-854
|
-16%
|
|
|
524
|
North Star Asset Management
Neenah,
Wisconsin
|
$867K
|
–
|
–
|
–
|
|
|
525
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$858K
|
-$26.3K
|
-144
|
-3%
|
|
