|
501
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$245K
|
+$214K
|
+956
|
New
|
|
|
502
|
Edge Capital Group
Atlanta,
Georgia
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
503
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
504
|
Glenview Trust
Louisville,
Kentucky
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
505
|
Howland Capital Management
Boston,
Massachusetts
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
506
|
Nadler Financial Group
Deerfield,
Illinois
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
507
|
Sepio Capital
Salt Lake City,
Utah
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
508
|
Washington Trust Bank
Spokane,
Washington
|
$240K
|
+$223K
|
+1,000
|
New
|
|
|
509
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$240K
|
+$224K
|
+1,002
|
New
|
|
|
510
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$236K
|
–
|
–
|
–
|
|
|
511
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$236K
|
+$220K
|
+985
|
New
|
|
|
512
|
Fermata Advisors
Sonoma,
California
|
$235K
|
+$219K
|
+979
|
New
|
|
|
513
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$230K
|
+$12.1K
|
+54
|
+6%
|
|
|
514
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$228K
|
+$212K
|
+950
|
New
|
|
|
515
|
Clarius Group LLC
Seattle,
Washington
|
$228K
|
+$213K
|
+952
|
New
|
|
|
516
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
517
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$222K
|
+$84K
|
+376
|
+68%
|
|
|
518
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$221K
|
-$44.7K
|
-200
|
-18%
|
|
|
519
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$221K
|
+$206K
|
+922
|
New
|
|
|
520
|
Qtron Investments
Boston,
Massachusetts
|
$220K
|
+$205K
|
+919
|
New
|
|
|
521
|
Berman Capital Advisors
Atlanta,
Georgia
|
$219K
|
+$25.5K
|
+114
|
+14%
|
|
|
522
|
Northeast Investment Management
Boston,
Massachusetts
|
$217K
|
+$202K
|
+904
|
New
|
|
|
523
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$213K
|
-$21.5K
|
-96
|
-10%
|
|
|
524
|
Wealth Alliance
Mellville,
New York
|
$213K
|
+$199K
|
+890
|
New
|
|
|
525
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$207K
|
+$193K
|
+865
|
New
|
|
