|
401
|
Creative Planning
Overland Park,
Kansas
|
$845K
|
+$26K
|
+209
|
+3%
|
|
|
402
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$843K
|
+$7.08K
|
+57
|
+0.7%
|
|
|
403
|
PEAK6 Investments
Chicago,
Illinois
|
$828K
|
+$944K
|
+7,599
|
New
|
|
|
404
|
SimplyRich
Carlsbad,
California
|
$824K
|
–
|
–
|
–
|
|
|
405
|
Profit Investment Management
North Bethesda,
Maryland
|
$818K
|
–
|
–
|
–
|
|
|
406
|
Nikko Asset Management Americas
New York
|
$817K
|
+$228K
|
+1,839
|
+32%
|
|
|
407
|
Oder Investment Management
Woodland Hills,
California
|
$795K
|
-$27K
|
-217
|
-3%
|
|
|
408
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$785K
|
+$894K
|
+7,201
|
New
|
|
|
409
|
Sandy Spring Bank
Olney,
Maryland
|
$781K
|
+$865K
|
+6,966
|
+3,483%
|
|
|
410
|
Nordea Investment Management
Stockholm,
Sweden
|
$778K
|
–
|
–
|
–
|
|
|
411
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$777K
|
+$21.5K
|
+173
|
+2%
|
|
|
412
|
Black Swift Group
Boulder,
Colorado
|
$763K
|
+$311K
|
+2,500
|
+26%
|
|
|
413
|
Quantum Private Wealth
Tampa,
Florida
|
$752K
|
-$12.4K
|
-100
|
-1%
|
|
|
414
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$751K
|
+$87.4K
|
+704
|
+11%
|
|
|
415
|
Oppenheimer & Co
New York
|
$744K
|
+$78.1K
|
+629
|
+10%
|
|
|
416
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$741K
|
+$844K
|
+6,795
|
New
|
|
|
417
|
United Capital Financial Advisors
Irving,
Texas
|
$736K
|
+$181K
|
+1,459
|
+28%
|
|
|
418
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$728K
|
-$3.23K
|
-26
|
-0.4%
|
|
|
419
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$727K
|
+$155K
|
+1,244
|
+23%
|
|
|
420
|
Perpetual Investment Management
Sydney,
Australia
|
$719K
|
+$820K
|
+6,600
|
New
|
|
|
421
|
Jupiter Wealth Management
Glendale,
Colorado
|
$687K
|
–
|
–
|
–
|
|
|
422
|
Crossmark Global Holdings
Houston,
Texas
|
$687K
|
+$12.7K
|
+102
|
+2%
|
|
|
423
|
Pathstone Family Office
Englewood,
New Jersey
|
$686K
|
+$262K
|
+2,109
|
+50%
|
|
|
424
|
Capstone Investment Advisors
New York
|
$686K
|
+$713K
|
+5,739
|
+1,027%
|
|
|
425
|
M&T Bank
Buffalo,
New York
|
$668K
|
-$10.6K
|
-85
|
-1%
|
|
