|
501
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$357K
|
–
|
–
|
–
|
|
|
502
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$355K
|
-$139K
|
-4,954
|
-29%
|
|
|
503
|
Cohen Klingenstein
New York
|
$355K
|
–
|
–
|
–
|
|
|
504
|
Private Trust Company
Cleveland,
Ohio
|
$355K
|
+$28.1K
|
+1,003
|
+9%
|
|
|
505
|
Beacon Pointe Advisors
Newport Beach,
California
|
$353K
|
+$60.5K
|
+2,157
|
+21%
|
|
|
506
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$352K
|
-$13.8K
|
-492
|
-4%
|
|
|
507
|
Procyon Advisors
Shelton,
Connecticut
|
$349K
|
-$27K
|
-965
|
-7%
|
|
|
508
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$347K
|
+$339K
|
+12,112
|
New
|
|
|
509
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$347K
|
-$52.2K
|
-1,864
|
-13%
|
|
|
510
|
Probity Advisors
Dallas,
Texas
|
$343K
|
+$73K
|
+2,605
|
+28%
|
|
|
511
|
Diligent Investors
Redlands,
California
|
$341K
|
+$1.12K
|
+40
|
+0.3%
|
|
|
512
|
United Services Automobile Association
San Antonio,
Texas
|
$332K
|
+$1.77K
|
+63
|
+0.5%
|
|
|
513
|
Grove Bank & Trust
Miami,
Florida
|
$331K
|
-$46.5K
|
-1,658
|
-13%
|
|
|
514
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$328K
|
-$85.3K
|
-3,042
|
-21%
|
|
|
515
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$319K
|
+$312K
|
+11,138
|
New
|
|
|
516
|
Secure Asset Management
Troy,
Michigan
|
$317K
|
+$76.7K
|
+2,735
|
+33%
|
|
|
517
|
Truvestments Capital
Sarasota,
Florida
|
$317K
|
+$293K
|
+10,448
|
+1,713%
|
|
|
518
|
Crumly & Associates
Springfield,
Illinois
|
$317K
|
-$53.1K
|
-1,894
|
-15%
|
|
|
519
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$316K
|
-$20K
|
-713
|
-6%
|
|
|
520
|
Tectonic Advisors
Frisco,
Texas
|
$312K
|
+$305K
|
+10,899
|
New
|
|
|
521
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$312K
|
+$305K
|
+10,900
|
New
|
|
|
522
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$311K
|
-$1.13M
|
-40,481
|
-79%
|
|
|
523
|
Argent Trust Co
Nashville,
Tennessee
|
$310K
|
-$16.4K
|
-584
|
-5%
|
|
|
524
|
Focus Financial Network
Minneapolis,
Minnesota
|
$310K
|
+$44.1K
|
+1,574
|
+17%
|
|
|
525
|
Avantax Advisory Services
Dallas,
Texas
|
$310K
|
-$46.1K
|
-1,644
|
-13%
|
|
