|
201
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
202
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.02M
|
-$29.6K
|
-232
|
-3%
|
|
|
203
|
MAI Capital Management
Independence,
Ohio
|
$1.01M
|
+$63.9K
|
+500
|
+8%
|
|
|
204
|
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
|
$997K
|
–
|
–
|
–
|
|
|
205
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$985K
|
+$72.4K
|
+567
|
+9%
|
|
|
206
|
Teacher Retirement System of Texas
Austin,
Texas
|
$967K
|
+$40.9K
|
+320
|
+5%
|
|
|
207
|
Guggenheim Capital
Chicago,
Illinois
|
$961K
|
-$55.7K
|
-436
|
-6%
|
|
|
208
|
WesBanco Bank
Wheeling,
West Virginia
|
$960K
|
-$1.92K
|
-15
|
-0.2%
|
|
|
209
|
Rockefeller Capital Management
New York
|
$924K
|
+$86.1K
|
+674
|
+12%
|
|
|
210
|
Versor Investments
New York
|
$921K
|
+$826K
|
+6,466
|
New
|
|
|
211
|
Winton Group
London,
United Kingdom
|
$916K
|
+$415K
|
+3,253
|
+102%
|
|
|
212
|
Intrust Bank
Wichita,
Kansas
|
$894K
|
+$41.8K
|
+327
|
+5%
|
|
|
213
|
YorkBridge Wealth Partners
New York
|
$883K
|
+$147K
|
+1,152
|
+23%
|
|
|
214
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$856K
|
-$11.1K
|
-87
|
-1%
|
|
|
215
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$833K
|
-$376K
|
-2,947
|
-33%
|
|
|
216
|
Maryland Capital Management
Towson,
Maryland
|
$823K
|
-$52.5K
|
-411
|
-7%
|
|
|
217
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$822K
|
+$301K
|
+2,358
|
+70%
|
|
|
218
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$790K
|
+$1.53K
|
+12
|
+0.2%
|
|
|
219
|
LPL Financial
San Diego,
California
|
$768K
|
-$61.9K
|
-485
|
-8%
|
|
|
220
|
Prudential plc
London, England,
United Kingdom
|
$762K
|
+$4.09K
|
+32
|
+0.6%
|
|
|
221
|
Pathstone Family Office
Englewood,
New Jersey
|
$761K
|
+$24K
|
+188
|
+4%
|
|
|
222
|
Xponance
Philadelphia,
Pennsylvania
|
$735K
|
+$4.47K
|
+35
|
+0.7%
|
|
|
223
|
Princeton Capital Management
Red Bank,
New Jersey
|
$714K
|
–
|
–
|
–
|
|
|
224
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$710K
|
+$58.2K
|
+456
|
+10%
|
|
|
225
|
Raymond James & Associates
St Petersburg,
Florida
|
$701K
|
-$214K
|
-1,677
|
-25%
|
|
