|
501
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.26M
|
+$54K
|
+246
|
+5%
|
|
|
502
|
Impax Asset Management Group
London,
United Kingdom
|
$1.25M
|
-$3.28M
|
-14,941
|
-75%
|
|
|
503
|
Titleist Capital
San Antonio,
Texas
|
$1.25M
|
+$1.1M
|
+5,026
|
New
|
|
|
504
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.25M
|
+$4.39K
|
+20
|
+0.4%
|
|
|
505
|
Zhang Financial
Portage,
Michigan
|
$1.24M
|
+$1.1M
|
+5,005
|
New
|
|
|
506
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$1.24M
|
–
|
–
|
–
|
|
|
507
|
SimplyRich
Carlsbad,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
508
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.24M
|
+$1.1K
|
+5
|
+0.1%
|
|
|
509
|
Navalign LLC
Encino,
California
|
$1.22M
|
+$4.61K
|
+21
|
+0.4%
|
|
|
510
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$97.3K
|
+443
|
+10%
|
|
|
511
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.21M
|
-$115K
|
-526
|
-10%
|
|
|
512
|
Neumann Capital Management
Foster City,
California
|
$1.21M
|
-$11K
|
-50
|
-1%
|
|
|
513
|
Cutler Group
San Francisco,
California
|
$1.2M
|
+$493K
|
+2,245
|
+87%
|
|
|
514
|
Edgestream Partners
Princeton,
New Jersey
|
$1.2M
|
+$1.06M
|
+4,841
|
New
|
|
|
515
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.19M
|
+$1.05M
|
+4,786
|
New
|
|
|
516
|
Center for Financial Planning
Southfied,
Michigan
|
$1.19M
|
–
|
–
|
–
|
|
|
517
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
518
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.17M
|
+$439
|
+2
|
+0%
|
|
|
519
|
Humankind Investments
New York
|
$1.17M
|
+$12.5K
|
+57
|
+1%
|
|
|
520
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.17M
|
+$1.04M
|
+4,720
|
New
|
|
|
521
|
Cerity Partners OCIO
New York
|
$1.15M
|
+$34.5K
|
+157
|
+4%
|
|
|
522
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.15M
|
-$345K
|
-1,573
|
-25%
|
|
|
523
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.15M
|
+$1.76K
|
+8
|
+0.2%
|
|
|
524
|
Level Four Advisory Services
Dallas,
Texas
|
$1.14M
|
+$90.2K
|
+411
|
+10%
|
|
|
525
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.13M
|
-$28.8K
|
-131
|
-3%
|
|
