|
451
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.54M
|
–
|
–
|
–
|
|
|
452
|
PFS Investments
Duluth,
Georgia
|
$3.49M
|
+$241K
|
+6,482
|
+9%
|
|
|
453
|
Kercheville Advisors
San Antonio,
Texas
|
$3.49M
|
+$375K
|
+10,100
|
+14%
|
|
|
454
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.48M
|
+$1.05M
|
+28,274
|
+54%
|
|
|
455
|
Maytus Capital Management
New York
|
$3.45M
|
-$2.23M
|
-60,000
|
-43%
|
|
|
456
|
Game Creek Capital
Boston,
Massachusetts
|
$3.42M
|
-$177K
|
-4,750
|
-6%
|
|
|
457
|
Perigon Wealth Management
San Francisco,
California
|
$3.41M
|
+$3.75M
|
+100,971
|
+1,359%
|
|
|
458
|
Creative Planning
Overland Park,
Kansas
|
$3.4M
|
-$196K
|
-5,260
|
-6%
|
|
|
459
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$3.38M
|
+$389K
|
+10,467
|
+15%
|
|
|
460
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.36M
|
+$964K
|
+25,926
|
+50%
|
|
|
461
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.35M
|
+$54.4K
|
+1,463
|
+2%
|
|
|
462
|
Atria Investments
Charlotte,
North Carolina
|
$3.32M
|
-$223K
|
-5,995
|
-7%
|
|
|
463
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.31M
|
+$1.77M
|
+47,721
|
+165%
|
|
|
464
|
RiverPark Advisors
New York
|
$3.27M
|
-$1.05M
|
-28,243
|
-27%
|
|
|
465
|
New Legacy Group
New York
|
$3.27M
|
–
|
–
|
–
|
|
|
466
|
Richelieu Gestion
Paris,
France
|
$3.22M
|
-$612K
|
-16,475
|
-18%
|
|
|
467
|
Bayesian Capital Management
Brooklyn,
New York
|
$3.2M
|
-$2.91M
|
-78,300
|
-51%
|
|
|
468
|
Eisler Capital (UK)
London,
United Kingdom
|
$3.18M
|
+$2.74M
|
+73,658
|
New
|
|
|
469
|
Eagle Bay Advisors
New York
|
$3.16M
|
-$10.2K
|
-275
|
-0.4%
|
|
|
470
|
Vinva Investment Management
Sydney,
Australia
|
$3.14M
|
+$876K
|
+23,561
|
+47%
|
|
|
471
|
BNP Paribas Asset Management
Paris,
France
|
$3.08M
|
+$620K
|
+16,693
|
+31%
|
|
|
472
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$3.07M
|
+$927K
|
+24,927
|
+54%
|
|
|
473
|
Swiss Life Asset Management
Zurich,
|
$3.07M
|
+$1.11M
|
+29,868
|
+73%
|
|
|
474
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.06M
|
+$1.42M
|
+38,305
|
+118%
|
|
|
475
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$3.05M
|
+$482K
|
+12,971
|
+22%
|
|
