|
501
|
Private Asset Management
San Diego,
California
|
$3.74M
|
-$818K
|
1
|
0.72%
|
Reduced
|
|
|
502
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.74M
|
+$695K
|
1
|
0.13%
|
Increased
|
|
|
503
|
WMS Partners
Towson,
Maryland
|
$3.7M
|
-$77.9K
|
1
|
0.29%
|
Reduced
|
|
|
504
|
Creative Planning
Overland Park,
Kansas
|
$3.6M
|
-$184K
|
3
|
0%
|
Reduced
|
|
|
505
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$3.59M
|
+$687K
|
2
|
1.37%
|
Increased
|
|
|
506
|
Mizuho Securities
Tokyo,
Japan
|
$3.59M
|
+$1.45M
|
1
|
8.08%
|
Increased
|
|
|
507
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.57M
|
-$26.4K
|
2
|
0.11%
|
Reduced
|
|
|
508
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.55M
|
-$86K
|
1
|
1.14%
|
Reduced
|
|
|
509
|
Donor Advised Charitable Giving
San Francisco,
California
|
$3.54M
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
510
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.53M
|
+$1.09M
|
2
|
0.05%
|
Increased
|
|
|
511
|
PFS Investments
Duluth,
Georgia
|
$3.49M
|
-$465K
|
1
|
0.06%
|
Reduced
|
|
|
512
|
Kercheville Advisors
San Antonio,
Texas
|
$3.49M
|
+$375K
|
1
|
2.11%
|
Increased
|
|
|
513
|
Cinctive Capital Management
New York
|
$3.48M
|
+$3.22M
|
2
|
0.12%
|
New
|
|
|
514
|
Maytus Capital Management
New York
|
$3.45M
|
-$2.23M
|
1
|
1.7%
|
Reduced
|
|
|
515
|
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
$3.45M
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
516
|
Game Creek Capital
Boston,
Massachusetts
|
$3.42M
|
-$177K
|
1
|
1.93%
|
Reduced
|
|
|
517
|
Perigon Wealth Management
San Francisco,
California
|
$3.41M
|
+$3.75M
|
1
|
0.13%
|
Increased
|
|
|
518
|
Leonteq Securities AG
Zurich,
Switzerland
|
$3.4M
|
+$1.36M
|
3
|
0.18%
|
Increased
|
|
|
519
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$3.38M
|
-$37.9K
|
2
|
0.08%
|
Reduced
|
|
|
520
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$3.38M
|
+$389K
|
1
|
4.06%
|
Increased
|
|
|
521
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.36M
|
+$964K
|
1
|
0.43%
|
Increased
|
|
|
522
|
Atria Investments
Charlotte,
North Carolina
|
$3.32M
|
-$223K
|
1
|
0.06%
|
Reduced
|
|
|
523
|
Jefferies Financial Group
New York
|
$3.31M
|
+$2.03M
|
2
|
0.03%
|
Increased
|
|
|
524
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$3.31M
|
+$1.6K
|
2
|
0.01%
|
Increased
|
|
|
525
|
Lake Street Private Wealth
Chicago,
Illinois
|
$3.31M
|
+$1.77M
|
1
|
0.58%
|
Increased
|
|