|
701
|
Great Diamond Partners
Portland,
Maine
|
$290K
|
-$1.23K
|
-6
|
-0.5%
|
|
|
702
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$290K
|
+$257K
|
+1,252
|
New
|
|
|
703
|
Aprio Wealth Management
Atlanta,
Georgia
|
$289K
|
–
|
–
|
–
|
|
|
704
|
Trek Financial
Scottsdale,
Arizona
|
$289K
|
-$22.4K
|
-109
|
-8%
|
|
|
705
|
Peterson Wealth Services
South Ogden,
Utah
|
$287K
|
+$6.98K
|
+34
|
+3%
|
|
|
706
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$285K
|
+$225K
|
+1,097
|
+807%
|
|
|
707
|
Alerus Financial
Grand Forks,
North Dakota
|
$285K
|
-$4.74M
|
-23,073
|
-95%
|
|
|
708
|
Caprock Group
Boise,
Idaho
|
$284K
|
+$20.5K
|
+100
|
+9%
|
|
|
709
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$283K
|
+$1.03K
|
+5
|
+0.4%
|
|
|
710
|
Bremer Bank National Association
St Paul,
Minnesota
|
$281K
|
–
|
–
|
–
|
|
|
711
|
Fiduciary Family Office
Boca Raton,
Florida
|
$280K
|
+$248K
|
+1,210
|
New
|
|
|
712
|
Principal Street Partners
Memphis,
Tennessee
|
$277K
|
-$287K
|
-1,400
|
-54%
|
|
|
713
|
Trust Point Inc
La Crosse,
Wisconsin
|
$277K
|
+$246K
|
+1,198
|
New
|
|
|
714
|
Humankind Investments
New York
|
$276K
|
+$8.62K
|
+42
|
+4%
|
|
|
715
|
Westpac Banking Corp
Sydney,
Australia
|
$275K
|
+$46.8K
|
+228
|
+24%
|
|
|
716
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$273K
|
+$7.6K
|
+37
|
+3%
|
|
|
717
|
Stratos Investment Management
Beachwood,
Ohio
|
$271K
|
–
|
–
|
–
|
|
|
718
|
Clarius Group LLC
Seattle,
Washington
|
$270K
|
-$64.3K
|
-313
|
-21%
|
|
|
719
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$268K
|
-$616
|
-3
|
-0.3%
|
|
|
720
|
Raleigh Capital Management
Cary,
North Carolina
|
$268K
|
+$10.3K
|
+50
|
+5%
|
|
|
721
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$267K
|
+$25.5K
|
+124
|
+12%
|
|
|
722
|
MAI Capital Management
Independence,
Ohio
|
$266K
|
+$236K
|
+1,151
|
New
|
|
|
723
|
High Net Worth Advisory Group
Naples,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
724
|
First Foundation Advisors
Irvine,
California
|
$265K
|
-$436K
|
-2,125
|
-65%
|
|
|
725
|
Personal CFO Solutions
Chester,
New Jersey
|
$264K
|
-$9.03K
|
-44
|
-4%
|
|
