|
151
|
Holt Capital Partners
Fort Worth,
Texas
|
$12.5M
|
+$593K
|
+12,600
|
+6%
|
|
|
152
|
Zurich Insurance Group
Zurich,
Switzerland
|
$12.4M
|
-$2.15M
|
-45,780
|
-13%
|
|
|
153
|
Alerus Financial
Grand Forks,
North Dakota
|
$12.4M
|
-$2.56M
|
-54,322
|
-19%
|
|
|
154
|
Sequent Asset Management
Houston,
Texas
|
$12.3M
|
–
|
–
|
–
|
|
|
155
|
Arrow Investment Advisors
Laurel,
Maryland
|
$12.2M
|
-$1.08M
|
-23,056
|
-9%
|
|
|
156
|
Viridian RIA
Bothell,
Washington
|
$12.1M
|
+$10.9M
|
+232,272
|
New
|
|
|
157
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$12.1M
|
-$2.42M
|
-51,358
|
-18%
|
|
|
158
|
Wintrust Investments
Chicago,
Illinois
|
$12.1M
|
+$10.9M
|
+230,924
|
New
|
|
|
159
|
Huntington National Bank
Columbus,
Ohio
|
$12M
|
–
|
–
|
–
|
|
|
160
|
Portfolio Strategies
Monsey,
New York
|
$12M
|
-$170K
|
-3,620
|
-2%
|
|
|
161
|
Texas Permanent School Fund
Austin,
Texas
|
$11.9M
|
-$12.9M
|
-273,176
|
-55%
|
|
|
162
|
Rezny Wealth Management
Fort Myers,
Florida
|
$11.8M
|
+$10.7M
|
+226,754
|
New
|
|
|
163
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$11.8M
|
–
|
–
|
–
|
|
|
164
|
Prudential Financial
Newark,
New Jersey
|
$11.8M
|
+$5.77M
|
+122,694
|
+119%
|
|
|
165
|
Cumberland Advisors
Sarasota,
Florida
|
$11.5M
|
-$810K
|
-17,210
|
-7%
|
|
|
166
|
Polianta Ltd
St Helier,
Jersey
|
$11.5M
|
+$10.3M
|
+219,600
|
New
|
|
|
167
|
Financial Counselors Inc
Overland Park,
Kansas
|
$11.5M
|
+$40.9K
|
+870
|
+0.4%
|
|
|
168
|
Biltmore Wealth Management
Tempe,
Arizona
|
$11.4M
|
-$6.56M
|
-139,440
|
-33%
|
|
|
169
|
Fidelity Investments
Boston,
Massachusetts
|
$11.3M
|
-$358K
|
-7,606
|
-3%
|
|
|
170
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$11.3M
|
+$719K
|
+15,280
|
+8%
|
|
|
171
|
Bailard
Foster City,
California
|
$11.2M
|
-$77.1K
|
-1,640
|
-0.8%
|
|
|
172
|
1607 Capital Partners
Richmond,
Virginia
|
$11.2M
|
+$10.1M
|
+215,200
|
New
|
|
|
173
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.2M
|
–
|
–
|
–
|
|
|
174
|
55I LLC
Boston,
Massachusetts
|
$11.1M
|
+$8.22M
|
+174,744
|
+462%
|
|
|
175
|
Cavalier Investments
Alpharetta,
Georgia
|
$11.1M
|
+$233K
|
+4,956
|
+2%
|
|
