|
401
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$1.64M
|
–
|
–
|
–
|
|
|
402
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.64M
|
+$155K
|
+2,273
|
+11%
|
|
|
403
|
Kore Private Wealth
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
404
|
Azzad Asset Management
Falls Church,
Virginia
|
$1.61M
|
+$412K
|
+6,067
|
+35%
|
|
|
405
|
Winton Group
London,
United Kingdom
|
$1.6M
|
+$817K
|
+12,025
|
+108%
|
|
|
406
|
Virtus ETF Advisers
New York
|
$1.6M
|
+$1.57M
|
+23,099
|
New
|
|
|
407
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.6M
|
+$1.57M
|
+23,087
|
New
|
|
|
408
|
Holocene Advisors
New York
|
$1.6M
|
+$1.57M
|
+23,080
|
New
|
|
|
409
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.59M
|
+$368K
|
+5,417
|
+31%
|
|
|
410
|
|
$1.58M
|
-$311K
|
-4,580
|
-17%
|
|
|
411
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$1.57M
|
+$20.3K
|
+299
|
+1%
|
|
|
412
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.54M
|
+$180K
|
+2,648
|
+14%
|
|
|
413
|
|
$1.53M
|
-$8.03M
|
-118,126
|
Closed
|
|
|
414
|
Roosevelt Investment Group
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
415
|
Wellington Management Group
Boston,
Massachusetts
|
$1.5M
|
-$48.3K
|
-711
|
-3%
|
|
|
416
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
417
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.48M
|
–
|
–
|
–
|
|
|
418
|
Belpointe Asset Management
Reno,
Nevada
|
$1.48M
|
+$147K
|
+2,169
|
+11%
|
|
|
419
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$1.47M
|
+$21.3K
|
+314
|
+2%
|
|
|
420
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.47M
|
+$1.49M
|
+21,866
|
New
|
|
|
421
|
First National Trust
Hermitage,
Pennsylvania
|
$1.46M
|
-$51.5K
|
-757
|
-3%
|
|
|
422
|
Alpha Cubed Investments
Irvine,
California
|
$1.46M
|
+$55.2K
|
+812
|
+4%
|
|
|
423
|
Gotham Asset Management
New York
|
$1.45M
|
-$28.6K
|
-420
|
-2%
|
|
|
424
|
Centaurus Financial
Anaheim,
California
|
$1.45M
|
+$30.6K
|
+450
|
+2%
|
|
|
425
|
North Star Investment Management
Chicago,
Illinois
|
$1.45M
|
+$1.29M
|
+19,040
|
+1,043%
|
|
