|
501
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$3.1M
|
+$521K
|
+3,329
|
+21%
|
|
|
502
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.1M
|
-$1.72K
|
-11
|
-0.1%
|
|
|
503
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$3.09M
|
+$3.04M
|
+19,398
|
New
|
|
|
504
|
Epoch Investment Partners
New York
|
$3.05M
|
-$440K
|
-2,808
|
-13%
|
|
|
505
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3M
|
+$61.1K
|
+390
|
+2%
|
|
|
506
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$2.98M
|
-$148K
|
-946
|
-5%
|
|
|
507
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.97M
|
+$90.5K
|
+578
|
+3%
|
|
|
508
|
VanEck Associates
New York
|
$2.97M
|
+$90.5K
|
+578
|
+3%
|
|
|
509
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$2.97M
|
-$1.07M
|
-6,847
|
-27%
|
|
|
510
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.96M
|
-$63.4K
|
-405
|
-2%
|
|
|
511
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$2.95M
|
+$6.42K
|
+41
|
+0.2%
|
|
|
512
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.94M
|
-$10K
|
-64
|
-0.3%
|
|
|
513
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$2.92M
|
–
|
–
|
–
|
|
|
514
|
BOK Financial
Tulsa,
Oklahoma
|
$2.91M
|
-$1.25K
|
-8
|
-0%
|
|
|
515
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.88M
|
+$18.8K
|
+120
|
+0.7%
|
|
|
516
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.87M
|
+$2.82M
|
+18,016
|
New
|
|
|
517
|
Strata Wealth Advisors
Dallas,
Texas
|
$2.86M
|
+$2.81M
|
+17,978
|
New
|
|
|
518
|
Evercore Wealth Management
New York
|
$2.84M
|
-$198K
|
-1,266
|
-7%
|
|
|
519
|
St Louis Trust
Saint Louis,
Missouri
|
$2.83M
|
–
|
–
|
–
|
|
|
520
|
Panagora Asset Management
Boston,
Massachusetts
|
$2.83M
|
+$50.6K
|
+323
|
+2%
|
|
|
521
|
Eukles Asset Management
Cincinnati,
Ohio
|
$2.78M
|
-$37.4K
|
-239
|
-1%
|
|
|
522
|
United Services Automobile Association
San Antonio,
Texas
|
$2.78M
|
+$283K
|
+1,808
|
+12%
|
|
|
523
|
|
$2.78M
|
-$686K
|
-4,380
|
-20%
|
|
|
524
|
Miller Equity Capital Advisors
Irving,
Texas
|
$2.76M
|
–
|
–
|
–
|
|
|
525
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$2.75M
|
+$1.24M
|
+7,902
|
+85%
|
|
