|
826
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$303K
|
–
|
–
|
–
|
|
|
827
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$302K
|
+$44.8K
|
+554
|
+17%
|
|
|
828
|
Jump Trading
Chicago,
Illinois
|
$302K
|
+$293K
|
+3,621
|
New
|
|
|
829
|
EP Wealth Advisors
Torrance,
California
|
$300K
|
+$291K
|
+3,599
|
New
|
|
|
830
|
Wilen Investment Management
Bonita Springs,
Florida
|
$297K
|
-$24.3K
|
-300
|
-8%
|
|
|
831
|
Magnetar Financial
Evanston,
Illinois
|
$296K
|
+$288K
|
+3,554
|
New
|
|
|
832
|
Parsons Capital Management
Providence,
Rhode Island
|
$293K
|
+$2.43K
|
+30
|
+0.9%
|
|
|
833
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$291K
|
+$283K
|
+3,496
|
New
|
|
|
834
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$289K
|
-$54.2K
|
-670
|
-16%
|
|
|
835
|
Private Vista
Chicago,
Illinois
|
$289K
|
–
|
–
|
–
|
|
|
836
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$288K
|
-$116K
|
-1,430
|
-29%
|
|
|
837
|
Cerity Partners OCIO
New York
|
$286K
|
+$81
|
+1
|
+0%
|
|
|
838
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$286K
|
+$278K
|
+3,440
|
New
|
|
|
839
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$284K
|
–
|
–
|
–
|
|
|
840
|
|
$282K
|
+$37.4K
|
+462
|
+16%
|
|
|
841
|
Riverview Trust Company
Vancouver,
Washington
|
$281K
|
–
|
–
|
–
|
|
|
842
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$280K
|
+$12.7K
|
+157
|
+5%
|
|
|
843
|
King Wealth Management Group
Naples,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
844
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$277K
|
-$3K
|
-37
|
-1%
|
|
|
845
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$277K
|
–
|
–
|
–
|
|
|
846
|
Cambridge Trust
Cambridge,
Massachusetts
|
$277K
|
+$40.5K
|
+500
|
+18%
|
|
|
847
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$276K
|
+$63.2K
|
+781
|
+31%
|
|
|
848
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$275K
|
-$89K
|
-1,100
|
-25%
|
|
|
849
|
Fayez Sarofim & Co
Houston,
Texas
|
$274K
|
–
|
–
|
–
|
|
|
850
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$273K
|
+$265K
|
+3,276
|
New
|
|
