|
226
|
Bailard
Foster City,
California
|
$980K
|
+$160K
|
+3,608
|
+21%
|
|
|
227
|
Burney Company
Reston,
Virginia
|
$975K
|
+$14.6K
|
+330
|
+2%
|
|
|
228
|
Summit Global Investments
Bountiful,
Utah
|
$973K
|
+$519K
|
+11,702
|
+136%
|
|
|
229
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$965K
|
-$146K
|
-3,290
|
-14%
|
|
|
230
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$959K
|
+$443K
|
+10,000
|
+100%
|
|
|
231
|
BTC Capital Management
Des Moines,
Iowa
|
$938K
|
+$35.9K
|
+809
|
+4%
|
|
|
232
|
HoyleCohen
San Diego,
California
|
$936K
|
-$59.4K
|
-1,340
|
-6%
|
|
|
233
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$935K
|
+$311K
|
+7,022
|
+56%
|
|
|
234
|
L.J. Altfest & Co
New York
|
$905K
|
+$837K
|
+18,881
|
New
|
|
|
235
|
Pendal Group
Sydney,
Australia
|
$890K
|
+$824K
|
+18,573
|
New
|
|
|
236
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$877K
|
-$3.37K
|
-76
|
-0.4%
|
|
|
237
|
Old National Bancorp
Evansville,
Indiana
|
$877K
|
+$812K
|
+18,317
|
New
|
|
|
238
|
Forte Capital
Rochester,
New York
|
$874K
|
-$17.7K
|
-400
|
-2%
|
|
|
239
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$873K
|
+$16.3K
|
+367
|
+2%
|
|
|
240
|
Central Trust Company
Jefferson City,
Missouri
|
$862K
|
-$36.8K
|
-829
|
-4%
|
|
|
241
|
Strategic Global Advisors
Newport Beach,
California
|
$860K
|
-$1.02K
|
-23
|
-0.1%
|
|
|
242
|
High Pointe Capital Management
Chicago,
Illinois
|
$853K
|
+$23.5K
|
+530
|
+3%
|
|
|
243
|
HeadInvest LLC
Portland,
Maine
|
$829K
|
–
|
–
|
–
|
|
|
244
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$815K
|
+$102K
|
+2,311
|
+16%
|
|
|
245
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$809K
|
+$272K
|
+6,130
|
+57%
|
|
|
246
|
Kestra Private Wealth Services
Austin,
Texas
|
$806K
|
+$62.8K
|
+1,417
|
+9%
|
|
|
247
|
|
$782K
|
+$301K
|
+6,784
|
+71%
|
|
|
248
|
Investors Research Corp
Atlanta,
Georgia
|
$750K
|
+$93.1K
|
+2,100
|
+16%
|
|
|
249
|
Hancock Whitney
Gulfport,
Mississippi
|
$746K
|
-$6.21K
|
-140
|
-0.9%
|
|
|
250
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$737K
|
+$18.7K
|
+421
|
+3%
|
|
