|
501
|
Sandy Spring Bank
Olney,
Maryland
|
$2.97M
|
-$321K
|
-2,283
|
-9%
|
|
|
502
|
|
$2.97M
|
-$387K
|
-2,756
|
-11%
|
|
|
503
|
Advisor Partners II
Walnut Creek,
California
|
$2.92M
|
+$3.06M
|
+21,794
|
New
|
|
|
504
|
WD Rutherford
Portland,
Oregon
|
$2.9M
|
+$531K
|
+3,783
|
+21%
|
|
|
505
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$2.89M
|
+$203K
|
+1,443
|
+7%
|
|
|
506
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$2.89M
|
-$1.78M
|
-12,692
|
-37%
|
|
|
507
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.86M
|
-$126K
|
-898
|
-4%
|
|
|
508
|
Belpointe Asset Management
Reno,
Nevada
|
$2.85M
|
+$1.01M
|
+7,185
|
+51%
|
|
|
509
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$2.83M
|
+$2.66M
|
+18,957
|
+475%
|
|
|
510
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.78M
|
+$430K
|
+3,059
|
+17%
|
|
|
511
|
Rockefeller Capital Management
New York
|
$2.77M
|
+$1.15M
|
+8,155
|
+65%
|
|
|
512
|
Breakline Capital
New York
|
$2.77M
|
+$2.9M
|
+20,686
|
New
|
|
|
513
|
Harbor Advisors
West Palm Beach,
Florida
|
$2.77M
|
–
|
–
|
–
|
|
|
514
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$2.76M
|
-$548K
|
-3,900
|
-16%
|
|
|
515
|
Asset Dedication LLC
San Francisco,
California
|
$2.73M
|
+$2.87M
|
+20,458
|
New
|
|
|
516
|
VanEck Associates
New York
|
$2.73M
|
+$551K
|
+3,924
|
+24%
|
|
|
517
|
Dowling & Yahnke
San Diego,
California
|
$2.72M
|
+$667K
|
+4,751
|
+31%
|
|
|
518
|
Private Advisor Group
Morristown,
New Jersey
|
$2.7M
|
-$782K
|
-5,569
|
-22%
|
|
|
519
|
Callodine Capital Management
Boston,
Massachusetts
|
$2.68M
|
-$3.51M
|
-25,000
|
-56%
|
|
|
520
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$2.68M
|
+$966K
|
+6,880
|
+52%
|
|
|
521
|
Peak Financial Advisors
Denver,
Colorado
|
$2.66M
|
+$27.5K
|
+196
|
+1%
|
|
|
522
|
Freemont Management
Vaud,
Switzerland
|
$2.66M
|
-$70.2K
|
-500
|
-2%
|
|
|
523
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.61M
|
+$446K
|
+3,178
|
+20%
|
|
|
524
|
Resources Management Corp
West Hartford,
Connecticut
|
$2.58M
|
+$194K
|
+1,379
|
+8%
|
|
|
525
|
Point72 Hong Kong
Hong Kong
|
$2.58M
|
+$1.34M
|
+9,553
|
+99%
|
|
