|
851
|
Stockman Wealth Management
Billings,
Montana
|
$1.2M
|
-$84K
|
-893
|
-7%
|
|
|
852
|
|
$1.19M
|
-$5.18M
|
-55,105
|
-82%
|
|
|
853
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.19M
|
–
|
–
|
–
|
|
|
854
|
Human Investing
Lake Oswego,
Oregon
|
$1.18M
|
-$81.9K
|
-871
|
-7%
|
|
|
855
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.18M
|
–
|
–
|
–
|
|
|
856
|
Gries Financial
Cleveland,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
857
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.17M
|
+$531K
|
+5,652
|
+86%
|
|
|
858
|
Flossbach Von Storch
Cologne,
Germany
|
$1.17M
|
–
|
–
|
–
|
|
|
859
|
Pantheon Investment Group
Sierra Madre,
California
|
$1.17M
|
+$609K
|
+6,477
|
+114%
|
|
|
860
|
CX Institutional
Auburn,
Indiana
|
$1.17M
|
+$24.6K
|
+262
|
+2%
|
|
|
861
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.17M
|
+$1.22K
|
+13
|
+0.1%
|
|
|
862
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.17M
|
+$913K
|
+9,713
|
+406%
|
|
|
863
|
Paradigm Asset Management
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
864
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.16M
|
-$21.8K
|
-232
|
-2%
|
|
|
865
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.16M
|
+$46.8K
|
+498
|
+4%
|
|
|
866
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.15M
|
-$35.3K
|
-375
|
-3%
|
|
|
867
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$1.14M
|
+$233K
|
+2,477
|
+26%
|
|
|
868
|
Alaethes Wealth
Glenbrook,
Nevada
|
$1.14M
|
+$62.1K
|
+661
|
+6%
|
|
|
869
|
Gratus Capital
Atlanta,
Georgia
|
$1.14M
|
-$1.44M
|
-15,300
|
-56%
|
|
|
870
|
Pflug Koory
Omaha,
Nebraska
|
$1.13M
|
+$75.2K
|
+800
|
+7%
|
|
|
871
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.13M
|
+$96.2K
|
+1,023
|
+10%
|
|
|
872
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.13M
|
+$193K
|
+2,056
|
+21%
|
|
|
873
|
McDonald Partners
Cleveland,
Ohio
|
$1.13M
|
+$23.8K
|
+253
|
+2%
|
|
|
874
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.12M
|
-$165K
|
-1,750
|
-13%
|
|
|
875
|
E&G Advisors
Houston,
Texas
|
$1.12M
|
-$1.1M
|
-11,720
|
Closed
|
|
