|
501
|
Forum Financial Management
Lombard,
Illinois
|
$846K
|
+$11.9K
|
+43
|
+1%
|
|
|
502
|
Northeast Financial Consultants
Westport,
Connecticut
|
$845K
|
–
|
–
|
–
|
|
|
503
|
|
$845K
|
+$841K
|
+3,039
|
New
|
|
|
504
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$835K
|
-$1.97M
|
-7,136
|
-70%
|
|
|
505
|
Aquila Investment Management
New York
|
$834K
|
–
|
–
|
–
|
|
|
506
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$833K
|
+$829K
|
+2,996
|
New
|
|
|
507
|
Exos TFP Holdings
New York
|
$833K
|
+$430K
|
+1,555
|
+108%
|
|
|
508
|
Atria Wealth Solutions
New York
|
$819K
|
-$2.77K
|
-10
|
-0.3%
|
|
|
509
|
KCM Investment Advisors
Greenbrae,
California
|
$812K
|
–
|
–
|
–
|
|
|
510
|
Qtron Investments
Boston,
Massachusetts
|
$808K
|
–
|
–
|
–
|
|
|
511
|
Fiduciary Trust
Boston,
Massachusetts
|
$802K
|
–
|
–
|
–
|
|
|
512
|
Cutler Group
San Francisco,
California
|
$797K
|
-$6.01M
|
-21,709
|
-88%
|
|
|
513
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$784K
|
-$29.1K
|
-105
|
-4%
|
|
|
514
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$779K
|
+$297K
|
+1,074
|
+62%
|
|
|
515
|
Westwood Holdings Group
Dallas,
Texas
|
$777K
|
–
|
–
|
–
|
|
|
516
|
WrapManager Inc
Mill Valley,
California
|
$776K
|
-$13.8K
|
-50
|
-2%
|
|
|
517
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$770K
|
+$67.2K
|
+243
|
+10%
|
|
|
518
|
Hancock Whitney
Gulfport,
Mississippi
|
$767K
|
+$21K
|
+76
|
+3%
|
|
|
519
|
HighVista Strategies
Boston,
Massachusetts
|
$763K
|
–
|
–
|
–
|
|
|
520
|
Liontrust Investment Partners
London,
United Kingdom
|
$755K
|
+$752K
|
+2,716
|
New
|
|
|
521
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$747K
|
+$34K
|
+123
|
+5%
|
|
|
522
|
Callan Capital
La Jolla,
California
|
$734K
|
–
|
–
|
–
|
|
|
523
|
Eagle Global Advisors
Houston,
Texas
|
$730K
|
–
|
–
|
–
|
|
|
524
|
ARGA Investment Management
Stamford,
Connecticut
|
$729K
|
–
|
–
|
–
|
|
|
525
|
Raymond James Trust
St. Petersburg,
Florida
|
$728K
|
-$36.8K
|
-133
|
-5%
|
|
