|
701
|
Kelly Financial Services
Braintree,
Massachusetts
|
$304K
|
-$21.5K
|
-154
|
-7%
|
|
|
702
|
NBT Bank
Norwich,
New York
|
$303K
|
–
|
–
|
–
|
|
|
703
|
Oppenheimer Asset Management
New York
|
$303K
|
+$4.61K
|
+33
|
+2%
|
|
|
704
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$301K
|
-$126K
|
-900
|
-31%
|
|
|
705
|
Reston Wealth Management
Reston,
Virginia
|
$301K
|
-$1.12K
|
-8
|
-0.4%
|
|
|
706
|
Caprock Group
Boise,
Idaho
|
$301K
|
+$21.5K
|
+154
|
+8%
|
|
|
707
|
Whittier Trust
South Pasadena,
California
|
$300K
|
-$194K
|
-1,392
|
-41%
|
|
|
708
|
BTC Capital Management
Des Moines,
Iowa
|
$300K
|
–
|
–
|
–
|
|
|
709
|
Fiducient Advisors
Chicago,
Illinois
|
$299K
|
–
|
–
|
–
|
|
|
710
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$299K
|
–
|
–
|
–
|
|
|
711
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$299K
|
–
|
–
|
–
|
|
|
712
|
Gradient Investments
Arden Hills,
Minnesota
|
$298K
|
–
|
–
|
–
|
|
|
713
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$297K
|
-$27.9K
|
-200
|
-9%
|
|
|
714
|
Weil Company
San Diego,
California
|
$296K
|
-$19.5K
|
-140
|
-7%
|
|
|
715
|
TimeScale Financial
Danvers,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
716
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$290K
|
–
|
–
|
–
|
|
|
717
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$289K
|
-$37.7K
|
-270
|
-12%
|
|
|
718
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$289K
|
-$13K
|
-93
|
-5%
|
|
|
719
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$289K
|
+$20.9K
|
+150
|
+8%
|
|
|
720
|
Fulcrum Equity Management
Plano,
Texas
|
$288K
|
+$271K
|
+1,944
|
New
|
|
|
721
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$287K
|
+$40.6K
|
+291
|
+18%
|
|
|
722
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$284K
|
+$259K
|
+1,857
|
New
|
|
|
723
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$283K
|
-$489K
|
-3,505
|
-65%
|
|
|
724
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$283K
|
-$107K
|
-765
|
-29%
|
|
|
725
|
Red Door Wealth Management
Memphis,
Tennessee
|
$282K
|
-$4.89K
|
-35
|
-2%
|
|
