|
601
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$7.93M
|
+$7.64M
|
+20,000
|
New
|
|
|
602
|
United Asset Strategies
Garden City,
New York
|
$7.88M
|
-$4.3M
|
-11,254
|
-36%
|
|
|
603
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.88M
|
+$4.19M
|
+10,979
|
+123%
|
|
|
604
|
HeadInvest LLC
Portland,
Maine
|
$7.83M
|
+$1.05M
|
+2,741
|
+16%
|
|
|
605
|
Transcend Capital Advisors
Madison,
New Jersey
|
$7.82M
|
-$35.4M
|
-92,674
|
-82%
|
|
|
606
|
Zacks Investment Management
Chicago,
Illinois
|
$7.82M
|
+$106K
|
+278
|
+1%
|
|
|
607
|
Alaethes Wealth
Glenbrook,
Nevada
|
$7.7M
|
-$81K
|
-212
|
-1%
|
|
|
608
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$7.7M
|
-$183K
|
-480
|
-2%
|
|
|
609
|
Sepio Capital
Salt Lake City,
Utah
|
$7.7M
|
+$590K
|
+1,544
|
+9%
|
|
|
610
|
Prostatis Group
Hanover,
Maryland
|
$7.68M
|
+$174K
|
+455
|
+2%
|
|
|
611
|
TigerOak Management
Albuquerque,
New Mexico
|
$7.65M
|
-$101K
|
-265
|
-1%
|
|
|
612
|
Gotham Asset Management
New York
|
$7.64M
|
+$2.13M
|
+5,578
|
+41%
|
|
|
613
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.58M
|
-$7.26K
|
-19
|
-0.1%
|
|
|
614
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.58M
|
-$1.46M
|
-3,814
|
-17%
|
|
|
615
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$7.58M
|
+$1.12M
|
+2,920
|
+18%
|
|
|
616
|
Oxbow Advisors
Austin,
Texas
|
$7.58M
|
+$681K
|
+1,784
|
+10%
|
|
|
617
|
Delos Wealth Advisors
Dallas,
Texas
|
$7.57M
|
-$58K
|
-152
|
-0.8%
|
|
|
618
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$7.55M
|
-$189K
|
-495
|
-3%
|
|
|
619
|
Callan Family Office
Radnor,
Pennsylvania
|
$7.49M
|
-$221K
|
-579
|
-3%
|
|
|
620
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$7.48M
|
-$55.4K
|
-145
|
-0.8%
|
|
|
621
|
HCR Wealth Advisors
Los Angeles,
California
|
$7.46M
|
+$206K
|
+540
|
+3%
|
|
|
622
|
GKV Capital Management
Walnut Creek,
California
|
$7.44M
|
+$535K
|
+1,401
|
+8%
|
|
|
623
|
Smart Money Group
Eastland,
Texas
|
$7.39M
|
-$66.8K
|
-175
|
-0.9%
|
|
|
624
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$7.37M
|
-$626K
|
-1,639
|
-8%
|
|
|
625
|
SeaCrest Wealth Management
Purchase,
New York
|
$7.37M
|
+$462K
|
+1,209
|
+7%
|
|
