|
476
|
Beaton Management Company
Haverhill,
Massachusetts
|
$895K
|
–
|
–
|
–
|
|
|
477
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$890K
|
-$214K
|
-1,443
|
-21%
|
|
|
478
|
Capstone Investment Advisors
New York
|
$889K
|
-$348K
|
-2,346
|
-30%
|
|
|
479
|
IEQ Capital
Foster City,
California
|
$877K
|
+$186K
|
+1,255
|
+30%
|
|
|
480
|
Harbour Investments
Madison,
Wisconsin
|
$876K
|
-$2.67K
|
-18
|
-0.3%
|
|
|
481
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$876K
|
+$88.9K
|
+600
|
+13%
|
|
|
482
|
Advisor OS
Chicago,
Illinois
|
$876K
|
+$116K
|
+781
|
+17%
|
|
|
483
|
IRON Financial
Northbrook,
Illinois
|
$873K
|
+$794K
|
+5,361
|
New
|
|
|
484
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$863K
|
+$130K
|
+878
|
+20%
|
|
|
485
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$860K
|
+$41.9K
|
+283
|
+6%
|
|
|
486
|
Raymond James Trust
St. Petersburg,
Florida
|
$857K
|
-$199K
|
-1,342
|
-20%
|
|
|
487
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$853K
|
+$232K
|
+1,563
|
+43%
|
|
|
488
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$845K
|
-$1.32M
|
-8,935
|
-63%
|
|
|
489
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$831K
|
–
|
–
|
–
|
|
|
490
|
Retirement Guys Formula
Maumee,
Ohio
|
$825K
|
+$52.8K
|
+356
|
+8%
|
|
|
491
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$824K
|
+$749K
|
+5,053
|
New
|
|
|
492
|
First Bankers Trust
Louisville,
Kentucky
|
$820K
|
–
|
–
|
–
|
|
|
493
|
IHT Wealth Management
Chicago,
Illinois
|
$817K
|
+$23K
|
+155
|
+3%
|
|
|
494
|
SlateStone Wealth
Jupiter,
Florida
|
$817K
|
+$3.71K
|
+25
|
+0.5%
|
|
|
495
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$813K
|
+$176K
|
+1,189
|
+31%
|
|
|
496
|
|
$812K
|
+$738K
|
+4,982
|
New
|
|
|
497
|
Equitable Holdings
New York
|
$805K
|
+$741
|
+5
|
+0.1%
|
|
|
498
|
First National Bank of Omaha
Omaha,
Nebraska
|
$798K
|
-$33.3K
|
-225
|
-4%
|
|
|
499
|
Plato Investment Management
Sydney, NSW,
Australia
|
$787K
|
–
|
–
|
–
|
|
|
500
|
Lion Street Advisors
Austin,
Texas
|
$784K
|
+$445
|
+3
|
+0.1%
|
|
