|
301
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.13M
|
+$36.9K
|
+520
|
+3%
|
|
|
302
|
State of Alaska Department of Revenue
Juneau,
Alaska
|
$1.13M
|
-$71.7K
|
-1,010
|
-5%
|
|
|
303
|
CX Institutional
Auburn,
Indiana
|
$1.12M
|
+$296K
|
+4,166
|
+28%
|
|
|
304
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
305
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.12M
|
–
|
–
|
–
|
|
|
306
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.1M
|
-$49.5K
|
-698
|
-4%
|
|
|
307
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.09M
|
+$1.31M
|
+18,474
|
New
|
|
|
308
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.07M
|
+$34.5K
|
+486
|
+3%
|
|
|
309
|
Guggenheim Capital
Chicago,
Illinois
|
$1.07M
|
-$271K
|
-3,816
|
-17%
|
|
|
310
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$1.04M
|
–
|
–
|
–
|
|
|
311
|
|
$1.04M
|
+$64.9K
|
+914
|
+5%
|
|
|
312
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$1.03M
|
+$1.24M
|
+17,422
|
New
|
|
|
313
|
Gleason Group
Prospect,
Kentucky
|
$1.02M
|
+$5.68K
|
+80
|
+0.5%
|
|
|
314
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.02M
|
+$18.5K
|
+260
|
+2%
|
|
|
315
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.01M
|
+$23.4K
|
+330
|
+2%
|
|
|
316
|
Dupont Capital Management
Wilmington,
Delaware
|
$1.01M
|
-$252K
|
-3,544
|
-17%
|
|
|
317
|
Soltis Investment Advisors
St. George,
Utah
|
$967K
|
+$306K
|
+4,306
|
+36%
|
|
|
318
|
Atria Wealth Solutions
New York
|
$954K
|
+$92.3K
|
+1,300
|
+9%
|
|
|
319
|
Insight Inv LLC
El Segundo,
California
|
$950K
|
+$54.6K
|
+770
|
+5%
|
|
|
320
|
Triatomic Management
Palo Alto,
California
|
$943K
|
–
|
–
|
–
|
|
|
321
|
GS Investments
Minneapolis,
Minnesota
|
$926K
|
-$34.1K
|
-480
|
-3%
|
|
|
322
|
Prudential Financial
Newark,
New Jersey
|
$920K
|
-$25.3K
|
-356
|
-2%
|
|
|
323
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$912K
|
+$462K
|
+6,510
|
+73%
|
|
|
324
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$911K
|
-$4.68K
|
-66
|
-0.4%
|
|
|
325
|
SEI Investments
Oaks,
Pennsylvania
|
$900K
|
+$772K
|
+10,872
|
+247%
|
|
