|
726
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.46M
|
+$1.45M
|
+15,550
|
New
|
|
|
727
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.46M
|
+$56.1K
|
+600
|
+4%
|
|
|
728
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.46M
|
+$65.4K
|
+700
|
+5%
|
|
|
729
|
Annandale Capital
Dallas,
Texas
|
$1.46M
|
+$53.7K
|
+575
|
+4%
|
|
|
730
|
Pinnacle Associates
New York
|
$1.45M
|
+$556K
|
+5,950
|
+62%
|
|
|
731
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.45M
|
-$885K
|
-9,475
|
-38%
|
|
|
732
|
Essex Investment Management
Boston,
Massachusetts
|
$1.44M
|
-$81.8K
|
-875
|
-5%
|
|
|
733
|
EFG Asset Management
Portland,
Oregon
|
$1.44M
|
-$1.13M
|
-12,050
|
-44%
|
|
|
734
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.44M
|
+$227K
|
+2,425
|
+19%
|
|
|
735
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.43M
|
-$252K
|
-2,700
|
-15%
|
|
|
736
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$1.41M
|
–
|
–
|
–
|
|
|
737
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.41M
|
+$25.7K
|
+275
|
+2%
|
|
|
738
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.4M
|
-$21K
|
-225
|
-1%
|
|
|
739
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$1.39M
|
+$1.38M
|
+14,800
|
New
|
|
|
740
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.39M
|
-$157K
|
-1,675
|
-10%
|
|
|
741
|
Cresset Asset Management
Chicago,
Illinois
|
$1.38M
|
-$53.7K
|
-575
|
-4%
|
|
|
742
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.35M
|
-$46.7K
|
-500
|
-3%
|
|
|
743
|
Two Sigma Securities
New York
|
$1.35M
|
-$360K
|
-3,850
|
-21%
|
|
|
744
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.35M
|
+$95.8K
|
+1,025
|
+8%
|
|
|
745
|
|
$1.35M
|
+$734K
|
+7,850
|
+120%
|
|
|
746
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$1.35M
|
+$1.34M
|
+14,350
|
New
|
|
|
747
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.34M
|
+$189K
|
+2,025
|
+16%
|
|
|
748
|
Doliver Advisors
Houston,
Texas
|
$1.34M
|
-$266K
|
-2,850
|
-17%
|
|
|
749
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$1.33M
|
+$14K
|
+150
|
+1%
|
|
|
750
|
Capital Management Associates (New York)
New York
|
$1.33M
|
+$9.34K
|
+100
|
+0.7%
|
|
