|
526
|
Aquila Investment Management
New York
|
$831K
|
+$282K
|
+1,000
|
+50%
|
|
|
527
|
Forum Financial Management
Lombard,
Illinois
|
$830K
|
-$311K
|
-1,102
|
-27%
|
|
|
528
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$825K
|
-$455K
|
-1,612
|
-35%
|
|
|
529
|
Atria Wealth Solutions
New York
|
$818K
|
+$204K
|
+724
|
+32%
|
|
|
530
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$810K
|
-$21.2K
|
-75
|
-3%
|
|
|
531
|
KCM Investment Advisors
Greenbrae,
California
|
$808K
|
-$1.13K
|
-4
|
-0.1%
|
|
|
532
|
Qtron Investments
Boston,
Massachusetts
|
$805K
|
+$241K
|
+853
|
+42%
|
|
|
533
|
Fiduciary Trust
Boston,
Massachusetts
|
$799K
|
–
|
–
|
–
|
|
|
534
|
Bank of Hawaii
Honolulu,
Hawaii
|
$791K
|
+$806K
|
+2,855
|
New
|
|
|
535
|
WrapManager Inc
Mill Valley,
California
|
$787K
|
-$82.8K
|
-293
|
-9%
|
|
|
536
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$782K
|
+$53.7K
|
+190
|
+7%
|
|
|
537
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$777K
|
-$94.3K
|
-334
|
-10%
|
|
|
538
|
Westwood Holdings Group
Dallas,
Texas
|
$773K
|
+$789K
|
+2,793
|
New
|
|
|
539
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$763K
|
-$255K
|
-902
|
-25%
|
|
|
540
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$762K
|
+$188K
|
+667
|
+32%
|
|
|
541
|
Raymond James Trust
St. Petersburg,
Florida
|
$762K
|
-$30.5K
|
-108
|
-4%
|
|
|
542
|
HighVista Strategies
Boston,
Massachusetts
|
$760K
|
+$775K
|
+2,743
|
New
|
|
|
543
|
NewEdge Advisors
New Orleans,
Louisiana
|
$759K
|
+$499K
|
+1,768
|
+161%
|
|
|
544
|
Privium Fund Management
Amsterdam,
Netherlands
|
$751K
|
+$768K
|
+2,720
|
New
|
|
|
545
|
Private Advisor Group
Morristown,
New Jersey
|
$751K
|
+$505K
|
+1,787
|
+42%
|
|
|
546
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$746K
|
-$73.7K
|
-261
|
-9%
|
|
|
547
|
Hancock Whitney
Gulfport,
Mississippi
|
$743K
|
-$62.4K
|
-221
|
-8%
|
|
|
548
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$736K
|
-$565
|
-2
|
-0.1%
|
|
|
549
|
Callan Capital
La Jolla,
California
|
$731K
|
+$746K
|
+2,640
|
New
|
|
|
550
|
Eagle Global Advisors
Houston,
Texas
|
$727K
|
–
|
–
|
–
|
|
