|
501
|
Oberweis Asset Management
Lisle,
Illinois
|
$214K
|
–
|
–
|
–
|
|
|
502
|
Portside Wealth Group
Provo,
Utah
|
$212K
|
-$7.41K
|
-41
|
-3%
|
|
|
503
|
Moody National Bank Trust Division
Galveston,
Texas
|
$212K
|
+$5.24K
|
+29
|
+2%
|
|
|
504
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$211K
|
–
|
–
|
–
|
|
|
505
|
Summit Trail Advisors
New York
|
$211K
|
+$48.5K
|
+268
|
+23%
|
|
|
506
|
Aspiriant LLC
Los Angeles,
California
|
$210K
|
+$11.8K
|
+65
|
+5%
|
|
|
507
|
Donor Advised Charitable Giving
San Francisco,
California
|
$208K
|
–
|
–
|
–
|
|
|
508
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$206K
|
–
|
–
|
–
|
|
|
509
|
Credit Agricole
Montrouge Cedex,
France
|
$205K
|
+$250K
|
+1,383
|
New
|
|
|
510
|
BOK Financial
Tulsa,
Oklahoma
|
$203K
|
-$495K
|
-2,739
|
-66%
|
|
|
511
|
Raymond James Trust
St. Petersburg,
Florida
|
$203K
|
-$11.6K
|
-64
|
-4%
|
|
|
512
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$202K
|
-$302K
|
-1,669
|
-55%
|
|
|
513
|
Capstone Investment Advisors
New York
|
$198K
|
+$240K
|
+1,326
|
+10,200%
|
|
|
514
|
Bessemer Group
Woodbridge,
New Jersey
|
$194K
|
-$488K
|
-2,697
|
-67%
|
|
|
515
|
V-Square Quantitative Management
Chicago,
Illinois
|
$193K
|
+$237K
|
+1,308
|
New
|
|
|
516
|
Westpac Banking Corp
Sydney,
Australia
|
$181K
|
-$1.15M
|
-6,340
|
-84%
|
|
|
517
|
Clearstead Advisors
Cleveland,
Ohio
|
$175K
|
+$113K
|
+626
|
+112%
|
|
|
518
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$148K
|
-$145K
|
-800
|
-44%
|
|
|
519
|
DB Wealth Management Group
San Diego,
California
|
$146K
|
–
|
–
|
–
|
|
|
520
|
Steward Partners Investment Advisory
New York
|
$142K
|
-$783K
|
-4,333
|
-82%
|
|
|
521
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$142K
|
-$10.8K
|
-60
|
-6%
|
|
|
522
|
Parallel Advisors
San Francisco,
California
|
$141K
|
-$53K
|
-293
|
-23%
|
|
|
523
|
Counterpoint Mutual Funds
San Diego,
California
|
$134K
|
+$164K
|
+908
|
New
|
|
|
524
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$130K
|
-$2.9M
|
-16,058
|
-95%
|
|
|
525
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$127K
|
+$1.63K
|
+9
|
+1%
|
|
