|
1301
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$360K
|
-$410K
|
-1,318
|
-52%
|
|
|
1302
|
Detalus Advisors
St. Louis,
Missouri
|
$359K
|
–
|
–
|
–
|
|
|
1303
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$359K
|
–
|
–
|
–
|
|
|
1304
|
Regal Investment Advisors
Kentwood,
Michigan
|
$359K
|
+$76K
|
+244
|
+25%
|
|
|
1305
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$358K
|
-$159K
|
-510
|
-30%
|
|
|
1306
|
King Wealth Management Group
Naples,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
1307
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$355K
|
-$216K
|
-695
|
-40%
|
|
|
1308
|
Wealthspire Advisors (New York)
New York
|
$355K
|
-$79.1K
|
-254
|
-18%
|
|
|
1309
|
Creative Financial Designs
Kokomo,
Indiana
|
$355K
|
-$25.5K
|
-82
|
-6%
|
|
|
1310
|
Horizon Kinetics Asset Management
New York
|
$354K
|
–
|
–
|
–
|
|
|
1311
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$353K
|
-$3.11K
|
-10
|
-0.8%
|
|
|
1312
|
R.M. Davis Inc
Portland,
Maine
|
$352K
|
–
|
–
|
–
|
|
|
1313
|
Eagle Bay Advisors
New York
|
$350K
|
+$162K
|
+521
|
+79%
|
|
|
1314
|
NorthRock Partners
Minneapolis,
Minnesota
|
$349K
|
-$8.41K
|
-27
|
-2%
|
|
|
1315
|
Curi RMB Capital
Chicago,
Illinois
|
$348K
|
-$234K
|
-753
|
-39%
|
|
|
1316
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$348K
|
-$52K
|
-167
|
-12%
|
|
|
1317
|
Sustainable Insight Capital Management
New York
|
$348K
|
+$122K
|
+392
|
+57%
|
|
|
1318
|
Wambolt & Associates
Littleton,
Colorado
|
$347K
|
+$36.7K
|
+118
|
+11%
|
|
|
1319
|
West Family Investments
Carlsbad,
California
|
$347K
|
+$363K
|
+1,167
|
New
|
|
|
1320
|
|
$346K
|
+$9.34K
|
+30
|
+3%
|
|
|
1321
|
Investment House LLC
Redondo Beach,
California
|
$345K
|
-$11.2K
|
-36
|
-3%
|
|
|
1322
|
Mason Investment Advisory Services
Reston,
Virginia
|
$345K
|
-$1.68M
|
-5,386
|
-82%
|
|
|
1323
|
WD Rutherford
Portland,
Oregon
|
$343K
|
-$54.5K
|
-175
|
-13%
|
|
|
1324
|
Silvercrest Asset Management
New York
|
$342K
|
–
|
–
|
–
|
|
|
1325
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$341K
|
-$282K
|
-905
|
-44%
|
|
