|
351
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.06M
|
+$371K
|
+4,170
|
+23%
|
|
|
352
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2.05M
|
-$134K
|
-1,504
|
-6%
|
|
|
353
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.05M
|
-$117K
|
-1,318
|
-6%
|
|
|
354
|
Point72 (DIFC)
Dubai,
United Arab Emirates
|
$2.04M
|
+$1.97M
|
+22,178
|
New
|
|
|
355
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$2.03M
|
-$67K
|
-752
|
-3%
|
|
|
356
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$2.01M
|
-$46.7K
|
-524
|
-2%
|
|
|
357
|
Magnolia Capital Management
Cold Spring,
New York
|
$2.01M
|
–
|
–
|
–
|
|
|
358
|
CX Institutional
Auburn,
Indiana
|
$2M
|
-$4.84M
|
-54,304
|
-71%
|
|
|
359
|
United Asset Strategies
Garden City,
New York
|
$1.99M
|
-$150K
|
-1,680
|
-7%
|
|
|
360
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$1.98M
|
-$6.08M
|
-68,324
|
-76%
|
|
|
361
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.97M
|
+$80.1K
|
+900
|
+4%
|
|
|
362
|
Sapient Capital
Indianapolis,
Indiana
|
$1.96M
|
-$26.7K
|
-300
|
-1%
|
|
|
363
|
Rovin Capital
Mesa,
Arizona
|
$1.94M
|
+$93K
|
+1,044
|
+5%
|
|
|
364
|
Family Asset Management
Charleston,
South Carolina
|
$1.94M
|
+$720K
|
+8,084
|
+62%
|
|
|
365
|
Nelson Capital Management
Menlo Park,
California
|
$1.93M
|
+$9.26K
|
+104
|
+0.5%
|
|
|
366
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.93M
|
+$205K
|
+2,298
|
+12%
|
|
|
367
|
Bray Capital Advisors
Naples,
Florida
|
$1.92M
|
-$129K
|
-1,444
|
-6%
|
|
|
368
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.91M
|
–
|
–
|
–
|
|
|
369
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.88M
|
-$161K
|
-1,812
|
-8%
|
|
|
370
|
NBT Bank
Norwich,
New York
|
$1.88M
|
-$2.49K
|
-28
|
-0.1%
|
|
|
371
|
Beech Hill Advisors
New York
|
$1.87M
|
+$1.81M
|
+20,344
|
New
|
|
|
372
|
Level Four Advisory Services
Dallas,
Texas
|
$1.86M
|
–
|
–
|
–
|
|
|
373
|
Whittier Trust
South Pasadena,
California
|
$1.85M
|
+$42.2K
|
+474
|
+2%
|
|
|
374
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.85M
|
+$436K
|
+4,900
|
+32%
|
|
|
375
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.85M
|
+$436K
|
+4,900
|
+32%
|
|
