|
551
|
|
$10.9M
|
+$10.2M
|
+131,670
|
New
|
|
|
552
|
Shelton Capital Management
Denver,
Colorado
|
$10.9M
|
-$13.4M
|
-171,932
|
-57%
|
|
|
553
|
Harvey Investment Company
Louisville,
Kentucky
|
$10.8M
|
–
|
–
|
–
|
|
|
554
|
Connectus Wealth
Cincinnati,
Ohio
|
$10.8M
|
-$1.71M
|
-22,023
|
-11%
|
|
|
555
|
Viking Fund Management
Minot,
North Dakota
|
$10.7M
|
-$77.7K
|
-1,000
|
-0.8%
|
|
|
556
|
Brandywine Trust
Hockessin,
Delaware
|
$10.6M
|
–
|
–
|
–
|
|
|
557
|
BFSG LLC
Irvine,
California
|
$10.6M
|
+$5.74M
|
+73,786
|
+100%
|
|
|
558
|
Middleton & Co
Boston,
Massachusetts
|
$10.6M
|
+$26.3K
|
+338
|
+0.3%
|
|
|
559
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$10.6M
|
+$901K
|
+11,585
|
+10%
|
|
|
560
|
Covalis Capital
London,
United Kingdom
|
$10.6M
|
+$9.95M
|
+128,016
|
New
|
|
|
561
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$10.4M
|
+$2.1M
|
+27,069
|
+27%
|
|
|
562
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$10.4M
|
-$4.08M
|
-52,501
|
-30%
|
|
|
563
|
Pacific Heights Asset Management
San Francisco,
California
|
$10.3M
|
-$777K
|
-10,000
|
-7%
|
|
|
564
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$10.3M
|
+$839K
|
+10,788
|
+9%
|
|
|
565
|
Cresset Asset Management
Chicago,
Illinois
|
$10.2M
|
-$3.5M
|
-45,080
|
-27%
|
|
|
566
|
Balentine LLC
Atlanta,
Georgia
|
$10.2M
|
+$4.09M
|
+52,670
|
+75%
|
|
|
567
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$10.2M
|
+$1.71M
|
+22,059
|
+22%
|
|
|
568
|
Trust Company of Kansas
Wichita,
Kansas
|
$10.1M
|
+$2M
|
+25,692
|
+26%
|
|
|
569
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.1M
|
-$1.58M
|
-20,314
|
-14%
|
|
|
570
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$10.1M
|
+$134K
|
+1,728
|
+1%
|
|
|
571
|
Advisor Partners
Walnut Creek,
California
|
$10.1M
|
+$380K
|
+4,892
|
+4%
|
|
|
572
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$10M
|
-$85K
|
-1,093
|
-0.9%
|
|
|
573
|
Allied Investment Advisors
Billings,
Montana
|
$10M
|
+$48K
|
+618
|
+0.5%
|
|
|
574
|
Venture Visionary Partners
Sylvania,
Ohio
|
$10M
|
-$508K
|
-6,536
|
-5%
|
|
|
575
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10M
|
+$701K
|
+9,014
|
+8%
|
|
