|
501
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$664K
|
–
|
–
|
–
|
|
|
502
|
Cohen Capital Management
Corte Madera,
California
|
$660K
|
–
|
–
|
–
|
|
|
503
|
Wintrust Investments
Chicago,
Illinois
|
$659K
|
+$711K
|
+8,786
|
New
|
|
|
504
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$658K
|
+$3.56K
|
+44
|
+0.5%
|
|
|
505
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$656K
|
-$1.19M
|
-14,710
|
-63%
|
|
|
506
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$656K
|
+$49.4K
|
+610
|
+8%
|
|
|
507
|
Parallel Advisors
San Francisco,
California
|
$655K
|
+$53.9K
|
+666
|
+8%
|
|
|
508
|
Stephens Inc
Little Rock,
Arkansas
|
$638K
|
-$4.86K
|
-60
|
-0.7%
|
|
|
509
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$638K
|
–
|
–
|
–
|
|
|
510
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$637K
|
–
|
–
|
–
|
|
|
511
|
|
$632K
|
-$1.96M
|
-24,236
|
-74%
|
|
|
512
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$626K
|
-$90.5K
|
-1,118
|
-12%
|
|
|
513
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$625K
|
+$601K
|
+7,426
|
+814%
|
|
|
514
|
Alpha Cubed Investments
Irvine,
California
|
$624K
|
-$405K
|
-5,006
|
-38%
|
|
|
515
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$613K
|
-$6.47K
|
-80
|
-1%
|
|
|
516
|
Pathstone Family Office
Englewood,
New Jersey
|
$605K
|
+$319K
|
+3,948
|
+97%
|
|
|
517
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$603K
|
+$49.2K
|
+608
|
+8%
|
|
|
518
|
Gotham Asset Management
New York
|
$601K
|
+$191K
|
+2,360
|
+42%
|
|
|
519
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$599K
|
-$50K
|
-618
|
-7%
|
|
|
520
|
Stonegate Investment Group
Birmingham,
Alabama
|
$599K
|
+$8.42K
|
+104
|
+1%
|
|
|
521
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$598K
|
–
|
–
|
–
|
|
|
522
|
Opus Investment Management
Worcester,
Massachusetts
|
$585K
|
–
|
–
|
–
|
|
|
523
|
Cigna Investments
Bloomfield,
Connecticut
|
$579K
|
-$32.4K
|
-400
|
-5%
|
|
|
524
|
Transcend Capital Advisors
Madison,
New Jersey
|
$565K
|
-$84.3K
|
-1,042
|
-12%
|
|
|
525
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$558K
|
-$4.53K
|
-56
|
-0.7%
|
|
