|
501
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.58M
|
-$343K
|
-4,644
|
-7%
|
|
|
502
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$4.57M
|
+$4.17M
|
+56,499
|
+916%
|
|
|
503
|
Sonen Capital
San Francisco,
California
|
$4.56M
|
–
|
–
|
–
|
|
|
504
|
AssetMark Inc
Concord,
California
|
$4.53M
|
-$338K
|
-4,576
|
-7%
|
|
|
505
|
SP Asset Management
Cupertino,
California
|
$4.53M
|
+$37K
|
+501
|
+0.8%
|
|
|
506
|
Charter Research & Investment Group
Southport,
Connecticut
|
$4.51M
|
-$29.9K
|
-405
|
-0.7%
|
|
|
507
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.5M
|
-$372K
|
-5,031
|
-8%
|
|
|
508
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$4.49M
|
+$44.3K
|
+600
|
+1%
|
|
|
509
|
First Bankers Trust
Louisville,
Kentucky
|
$4.48M
|
-$83.3K
|
-1,127
|
-2%
|
|
|
510
|
Parallel Advisors
San Francisco,
California
|
$4.48M
|
-$5.25K
|
-71
|
-0.1%
|
|
|
511
|
Glenview Trust
Louisville,
Kentucky
|
$4.47M
|
+$43.7K
|
+592
|
+1%
|
|
|
512
|
American Assets Investment Management
San Diego,
California
|
$4.45M
|
–
|
–
|
–
|
|
|
513
|
Sarasin & Partners
London,
United Kingdom
|
$4.38M
|
-$369K
|
-5,000
|
-8%
|
|
|
514
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$4.36M
|
-$49.5K
|
-670
|
-1%
|
|
|
515
|
Ninety One North America
New York
|
$4.35M
|
-$176K
|
-2,378
|
-4%
|
|
|
516
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$4.33M
|
-$120K
|
-1,629
|
-3%
|
|
|
517
|
Ritholtz Wealth Management
New York
|
$4.25M
|
+$13.7K
|
+185
|
+0.3%
|
|
|
518
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.14M
|
-$81.2K
|
-1,099
|
-2%
|
|
|
519
|
Siemens Fonds Invest
Munich,
Germany
|
$4.14M
|
–
|
–
|
–
|
|
|
520
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$4.11M
|
+$327K
|
+4,424
|
+9%
|
|
|
521
|
Private Advisor Group
Morristown,
New Jersey
|
$4.1M
|
-$78.1K
|
-1,057
|
-2%
|
|
|
522
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$4.06M
|
–
|
–
|
–
|
|
|
523
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$4.04M
|
+$224K
|
+3,030
|
+6%
|
|
|
524
|
Schnieders Capital Management
Pasadena,
California
|
$3.98M
|
–
|
–
|
–
|
|
|
525
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.97M
|
-$6.87K
|
-93
|
-0.2%
|
|
