|
501
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$2.94M
|
–
|
–
|
–
|
|
|
502
|
Burney Company
Reston,
Virginia
|
$2.94M
|
-$680K
|
-1,459
|
-20%
|
|
|
503
|
Kestra Advisory Services
Austin,
Texas
|
$2.84M
|
-$19.1K
|
-41
|
-0.7%
|
|
|
504
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$2.82M
|
+$2.56M
|
+5,500
|
New
|
|
|
505
|
SageView Advisory Group
Newport Beach,
California
|
$2.81M
|
-$86.2K
|
-185
|
-4%
|
|
|
506
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.78M
|
+$548K
|
+1,177
|
+28%
|
|
|
507
|
Jackson Square Capital
San Francisco,
California
|
$2.75M
|
-$236K
|
-507
|
-9%
|
|
|
508
|
Boston Family Office
Boston,
Massachusetts
|
$2.75M
|
+$423K
|
+908
|
+20%
|
|
|
509
|
Westpac Banking Corp
Sydney,
Australia
|
$2.7M
|
-$799K
|
-1,715
|
-25%
|
|
|
510
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$2.67M
|
-$199K
|
-428
|
-8%
|
|
|
511
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.64M
|
-$68K
|
-146
|
-3%
|
|
|
512
|
Lido Advisors
Los Angeles,
California
|
$2.59M
|
+$48.9K
|
+105
|
+2%
|
|
|
513
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$2.59M
|
-$673K
|
-1,444
|
-21%
|
|
|
514
|
Kintegral Advisory
New York
|
$2.57M
|
-$3.26K
|
-7
|
-0.1%
|
|
|
515
|
Delta Global Management
New York
|
$2.57M
|
-$282K
|
-605
|
-11%
|
|
|
516
|
Azzad Asset Management
Falls Church,
Virginia
|
$2.56M
|
+$31.2K
|
+67
|
+1%
|
|
|
517
|
Hel Ved Capital Management
Central,
Hong Kong
|
$2.56M
|
+$2.33M
|
+5,000
|
New
|
|
|
518
|
|
$2.56M
|
+$2.33M
|
+5,000
|
New
|
|
|
519
|
Stiles Financial Services
Edina,
Minnesota
|
$2.56M
|
+$97.8K
|
+210
|
+4%
|
|
|
520
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$2.56M
|
+$122K
|
+261
|
+6%
|
|
|
521
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$2.53M
|
+$7.92K
|
+17
|
+0.3%
|
|
|
522
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.5M
|
+$102K
|
+218
|
+5%
|
|
|
523
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.5M
|
+$103K
|
+221
|
+5%
|
|
|
524
|
Savant Capital
Rockford,
Illinois
|
$2.49M
|
+$177K
|
+380
|
+8%
|
|
|
525
|
Cypress Asset Management
Houston,
Texas
|
$2.49M
|
+$242K
|
+519
|
+12%
|
|
