|
201
|
Tortoise Investment Management
White Plains,
New York
|
$14.2M
|
-$375K
|
-4,721
|
-3%
|
|
|
202
|
Conning Inc
Hartford,
Connecticut
|
$14.2M
|
–
|
–
|
–
|
|
|
203
|
InterOcean Capital Group
Nashville,
Tennessee
|
$14.2M
|
+$590K
|
+7,415
|
+4%
|
|
|
204
|
Acute Investment Advisory
Mesa,
Arizona
|
$14.1M
|
+$12.8M
|
+161,539
|
+840%
|
|
|
205
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$14.1M
|
–
|
–
|
–
|
|
|
206
|
Principal Financial Group
Des Moines,
Iowa
|
$14.1M
|
+$11.5M
|
+145,073
|
+411%
|
|
|
207
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14M
|
+$1.12M
|
+14,068
|
+9%
|
|
|
208
|
KWMG LLC
Overland Park,
Kansas
|
$13.8M
|
+$393K
|
+4,946
|
+3%
|
|
|
209
|
Rockefeller Capital Management
New York
|
$13.6M
|
-$1.19M
|
-14,961
|
-8%
|
|
|
210
|
Creative Financial Designs
Kokomo,
Indiana
|
$13.5M
|
+$124K
|
+1,565
|
+0.9%
|
|
|
211
|
SouthState Corp
Winter Haven,
Florida
|
$13.5M
|
-$185K
|
-2,329
|
-1%
|
|
|
212
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$13.4M
|
-$372K
|
-4,673
|
-3%
|
|
|
213
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13.3M
|
-$4.49M
|
-56,409
|
-25%
|
|
|
214
|
Koshinski Asset Management
Decatur,
Illinois
|
$13.2M
|
-$568K
|
-7,145
|
-4%
|
|
|
215
|
Twele Capital Management
Minnetonka,
Minnesota
|
$13.1M
|
-$526K
|
-6,619
|
-4%
|
|
|
216
|
Morningstar Investment Management
Chicago,
Illinois
|
$13.1M
|
-$1.63M
|
-20,503
|
-11%
|
|
|
217
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$13M
|
-$53.4K
|
-672
|
-0.4%
|
|
|
218
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$12.8M
|
+$228K
|
+2,865
|
+2%
|
|
|
219
|
AllianceBernstein
Nashville,
Tennessee
|
$12.7M
|
+$30.8K
|
+387
|
+0.2%
|
|
|
220
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$12.6M
|
+$2.5M
|
+31,420
|
+24%
|
|
|
221
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$12.5M
|
-$331K
|
-4,165
|
-3%
|
|
|
222
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$12.5M
|
+$235K
|
+2,960
|
+2%
|
|
|
223
|
Horizon Investment Services
Hammond,
Indiana
|
$12.4M
|
+$194K
|
+2,444
|
+2%
|
|
|
224
|
First National Trust
Hermitage,
Pennsylvania
|
$12.4M
|
+$1.06M
|
+13,267
|
+9%
|
|
|
225
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$12.4M
|
-$263K
|
-3,309
|
-2%
|
|
