|
501
|
Osborne Partners Capital Management
San Francisco,
California
|
$287K
|
–
|
–
|
–
|
|
|
502
|
Steward Partners Investment Advisory
New York
|
$285K
|
+$104K
|
+966
|
+49%
|
|
|
503
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$283K
|
+$316K
|
+2,934
|
New
|
|
|
504
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$282K
|
-$18.8K
|
-175
|
-6%
|
|
|
505
|
Western Wealth Management
Golden,
Colorado
|
$282K
|
+$82.9K
|
+771
|
+36%
|
|
|
506
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$280K
|
+$18.2K
|
+169
|
+6%
|
|
|
507
|
Canal Capital Management
Richmond,
Virginia
|
$279K
|
-$7.75K
|
-72
|
-2%
|
|
|
508
|
Cigna Investments
Bloomfield,
Connecticut
|
$275K
|
-$86.6K
|
-805
|
-22%
|
|
|
509
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$271K
|
–
|
–
|
–
|
|
|
510
|
Vontobel Holding
Zurich,
Switzerland
|
$268K
|
-$41.6K
|
-387
|
-13%
|
|
|
511
|
Klingman & Associates
New York
|
$267K
|
+$2.9K
|
+27
|
+1%
|
|
|
512
|
Cypress Wealth Services
Palm Desert,
California
|
$265K
|
+$295K
|
+2,742
|
New
|
|
|
513
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$262K
|
-$1.83K
|
-17
|
-0.6%
|
|
|
514
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$261K
|
+$74.5K
|
+693
|
+34%
|
|
|
515
|
TAGStone Capital
Charlotte,
North Carolina
|
$257K
|
+$1.08K
|
+10
|
+0.4%
|
|
|
516
|
ING Group
Amsterdam,
Netherlands
|
$256K
|
-$1.99M
|
-18,508
|
-87%
|
|
|
517
|
Financial Consulate
Hunt Valley,
Maryland
|
$256K
|
+$74.3K
|
+691
|
+35%
|
|
|
518
|
IBM Retirement Fund
Armonk,
New York
|
$251K
|
-$13.6K
|
-126
|
-5%
|
|
|
519
|
Arcus Capital Partners
Atlanta,
Georgia
|
$251K
|
+$280K
|
+2,606
|
New
|
|
|
520
|
Roundview Capital
Princeton,
New Jersey
|
$247K
|
-$589K
|
-5,478
|
-68%
|
|
|
521
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$247K
|
+$59.6K
|
+554
|
+28%
|
|
|
522
|
Metis Global Partners
San Diego,
California
|
$247K
|
+$276K
|
+2,567
|
New
|
|
|
523
|
Belpointe Asset Management
Reno,
Nevada
|
$246K
|
+$168K
|
+1,565
|
+159%
|
|
|
524
|
Capital Management
Glen Allen,
Virginia
|
$244K
|
+$10.8K
|
+100
|
+4%
|
|
|
525
|
First Bank & Trust
Brookings,
South Dakota
|
$243K
|
+$8.07K
|
+75
|
+3%
|
|
