|
501
|
Navalign LLC
Encino,
California
|
$914K
|
+$92.3K
|
+478
|
+11%
|
|
|
502
|
Pathstone Family Office
Englewood,
New Jersey
|
$913K
|
+$921K
|
+4,768
|
New
|
|
|
503
|
Coastline Trust
Providence,
Rhode Island
|
$906K
|
-$127K
|
-660
|
-12%
|
|
|
504
|
Bank of Hawaii
Honolulu,
Hawaii
|
$890K
|
-$45.8K
|
-237
|
-5%
|
|
|
505
|
Calamos Wealth Management
Naperville,
Illinois
|
$880K
|
–
|
–
|
–
|
|
|
506
|
Brookstone Capital Management
Wheaton,
Illinois
|
$879K
|
+$210K
|
+1,085
|
+30%
|
|
|
507
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$873K
|
+$243K
|
+1,257
|
+38%
|
|
|
508
|
Center for Financial Planning
Southfied,
Michigan
|
$871K
|
–
|
–
|
–
|
|
|
509
|
Avantax Planning Partners
Dubuque,
Iowa
|
$871K
|
+$10.4K
|
+54
|
+1%
|
|
|
510
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$868K
|
-$33.2K
|
-172
|
-4%
|
|
|
511
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$868K
|
+$27.4K
|
+142
|
+3%
|
|
|
512
|
TwinBeech Capital
Purchase,
New York
|
$867K
|
+$876K
|
+4,535
|
New
|
|
|
513
|
Cerity Partners OCIO
New York
|
$865K
|
+$7.53K
|
+39
|
+0.9%
|
|
|
514
|
Bessemer Group
Woodbridge,
New Jersey
|
$865K
|
+$105K
|
+545
|
+14%
|
|
|
515
|
IBM Retirement Fund
Armonk,
New York
|
$858K
|
-$191K
|
-988
|
-18%
|
|
|
516
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$852K
|
-$32.5M
|
-168,243
|
-97%
|
|
|
517
|
North Star Asset Management
Neenah,
Wisconsin
|
$850K
|
–
|
–
|
–
|
|
|
518
|
FDx Advisors
Chicago,
Illinois
|
$842K
|
+$16K
|
+83
|
+2%
|
|
|
519
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$826K
|
-$3.48M
|
-18,026
|
-81%
|
|
|
520
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$821K
|
+$773
|
+4
|
+0.1%
|
|
|
521
|
Holderness Investments Company
Greensboro,
North Carolina
|
$818K
|
–
|
–
|
–
|
|
|
522
|
Legg Mason Asset Management
Tokyo,
Japan
|
$811K
|
-$73.2K
|
-379
|
-8%
|
|
|
523
|
Y-Intercept (HK)
Hong Kong
|
$805K
|
-$1.37M
|
-7,094
|
-63%
|
|
|
524
|
Montecito Bank & Trust
Santa Barbara,
California
|
$803K
|
+$104K
|
+540
|
+15%
|
|
|
525
|
Cetera Advisor Networks
El Segundo,
California
|
$802K
|
+$440K
|
+2,278
|
+119%
|
|
