|
1226
|
Confluence Wealth Management
Portland,
Oregon
|
$679K
|
-$534K
|
-3,820
|
-46%
|
|
|
1227
|
Clean Yield Group
Norwich,
Vermont
|
$678K
|
-$14.8K
|
-106
|
-2%
|
|
|
1228
|
Barber Financial Group
Lenexa,
Kansas
|
$678K
|
+$1.96K
|
+14
|
+0.3%
|
|
|
1229
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$677K
|
-$9.08K
|
-65
|
-1%
|
|
|
1230
|
Zions Bancorporation
Salt Lake City,
Utah
|
$677K
|
+$632K
|
+4,521
|
New
|
|
|
1231
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$676K
|
-$29.8K
|
-213
|
-5%
|
|
|
1232
|
Community Bank
Dewitt,
New York
|
$675K
|
+$29.8K
|
+213
|
+5%
|
|
|
1233
|
Bay Colony Advisors
Concord,
Massachusetts
|
$674K
|
+$140
|
+1
|
+0%
|
|
|
1234
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$674K
|
+$445K
|
+3,183
|
+241%
|
|
|
1235
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$673K
|
-$633K
|
-4,533
|
-50%
|
|
|
1236
|
Krilogy Financial
St. Louis,
Missouri
|
$671K
|
+$107K
|
+769
|
+21%
|
|
|
1237
|
Seneca House Advisors
Richmond,
Virginia
|
$670K
|
+$44K
|
+315
|
+8%
|
|
|
1238
|
Realta Investment Advisors
Wilmington,
Delaware
|
$669K
|
+$624K
|
+4,462
|
New
|
|
|
1239
|
WMS Partners
Towson,
Maryland
|
$667K
|
-$52.1K
|
-373
|
-8%
|
|
|
1240
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$665K
|
+$170K
|
+1,220
|
+38%
|
|
|
1241
|
Stellar Capital Management
Phoenix,
Arizona
|
$660K
|
-$978
|
-7
|
-0.2%
|
|
|
1242
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$659K
|
+$55.3K
|
+396
|
+10%
|
|
|
1243
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$658K
|
+$9.78K
|
+70
|
+2%
|
|
|
1244
|
|
$646K
|
-$26.1K
|
-187
|
-4%
|
|
|
1245
|
Aviance Capital Partners
Naples,
Florida
|
$644K
|
-$280K
|
-2,005
|
-32%
|
|
|
1246
|
Point72 Asset Management
Stamford,
Connecticut
|
$640K
|
-$6.65M
|
-47,556
|
-92%
|
|
|
1247
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$638K
|
+$131K
|
+938
|
+28%
|
|
|
1248
|
Lucia Wealth Services
San Diego,
California
|
$638K
|
+$238K
|
+1,701
|
+66%
|
|
|
1249
|
Doheny Asset Management
Los Angeles,
California
|
$636K
|
–
|
–
|
–
|
|
|
1250
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$629K
|
-$33K
|
-236
|
-5%
|
|
