|
476
|
Transform Wealth
Greenwood Village,
Colorado
|
$651K
|
-$31.5K
|
-1,500
|
-5%
|
|
|
477
|
Personal CFO Solutions
Chester,
New Jersey
|
$648K
|
-$134K
|
-6,374
|
-19%
|
|
|
478
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$647K
|
+$553K
|
+26,323
|
New
|
|
|
479
|
RBC Europe
London,
United Kingdom
|
$647K
|
–
|
–
|
–
|
|
|
480
|
Cohen Klingenstein
New York
|
$644K
|
–
|
–
|
–
|
|
|
481
|
Cetera Advisors
Denver,
Colorado
|
$638K
|
+$54.2K
|
+2,584
|
+11%
|
|
|
482
|
Neville Rodie & Shaw
New York
|
$631K
|
–
|
–
|
–
|
|
|
483
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$631K
|
+$131K
|
+6,221
|
+32%
|
|
|
484
|
Grassi Investment Management
Santa Clara,
California
|
$630K
|
–
|
–
|
–
|
|
|
485
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$628K
|
+$27.7K
|
+1,320
|
+5%
|
|
|
486
|
Bartlett & Co
Cincinnati,
Ohio
|
$628K
|
+$27.7K
|
+1,320
|
+5%
|
|
|
487
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$628K
|
+$111K
|
+5,277
|
+26%
|
|
|
488
|
M&G Investment Management
London,
United Kingdom
|
$625K
|
+$204K
|
+9,735
|
+64%
|
|
|
489
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$625K
|
+$534K
|
+25,434
|
New
|
|
|
490
|
Teewinot Capital Advisers
New York
|
$622K
|
–
|
–
|
–
|
|
|
491
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$619K
|
+$10K
|
+478
|
+2%
|
|
|
492
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$617K
|
+$4.76K
|
+227
|
+0.9%
|
|
|
493
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$615K
|
+$525K
|
+25,000
|
New
|
|
|
494
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$613K
|
-$25.5K
|
-1,214
|
-5%
|
|
|
495
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$610K
|
–
|
–
|
–
|
|
|
496
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$607K
|
+$149K
|
+7,096
|
+40%
|
|
|
497
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$607K
|
+$466K
|
+22,200
|
+902%
|
|
|
498
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$598K
|
-$233K
|
-11,117
|
-31%
|
|
|
499
|
Parsec Financial Management
Asheville,
North Carolina
|
$597K
|
–
|
–
|
–
|
|
|
500
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$596K
|
+$233K
|
+11,100
|
+84%
|
|
