|
501
|
Farther Finance Advisors
San Francisco,
California
|
$187K
|
+$45.8K
|
+647
|
+36%
|
|
|
502
|
Gifford Fong Associates
Lafayette,
California
|
$185K
|
–
|
–
|
–
|
|
|
503
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$181K
|
-$9.7K
|
-137
|
-5%
|
|
|
504
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
505
|
CX Institutional
Auburn,
Indiana
|
$180K
|
+$17.6K
|
+249
|
+12%
|
|
|
506
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$178K
|
+$13.3K
|
+188
|
+9%
|
|
|
507
|
Cetera Trust Company
St. Paul,
Minnesota
|
$178K
|
–
|
–
|
–
|
|
|
508
|
HM Payson & Co
Portland,
Maine
|
$174K
|
-$82.4K
|
-1,164
|
-34%
|
|
|
509
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$170K
|
+$159K
|
+2,247
|
New
|
|
|
510
|
Horizon Investments
Charlotte,
North Carolina
|
$169K
|
+$9.98K
|
+141
|
+7%
|
|
|
511
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$169K
|
+$157K
|
+2,223
|
New
|
|
|
512
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$160K
|
-$41.9K
|
-591
|
-22%
|
|
|
513
|
BOK Financial
Tulsa,
Oklahoma
|
$156K
|
-$62K
|
-876
|
-30%
|
|
|
514
|
Private Trust Company
Cleveland,
Ohio
|
$147K
|
-$36.1K
|
-510
|
-21%
|
|
|
515
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$144K
|
+$1.84K
|
+26
|
+1%
|
|
|
516
|
TFC Financial Management
Boston,
Massachusetts
|
$140K
|
-$425
|
-6
|
-0.3%
|
|
|
517
|
Trust Company of Toledo
Holland,
Ohio
|
$138K
|
+$129K
|
+1,826
|
New
|
|
|
518
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$137K
|
–
|
–
|
–
|
|
|
519
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$137K
|
-$47.5K
|
-671
|
-27%
|
|
|
520
|
Ancora Advisors
Cleveland,
Ohio
|
$134K
|
-$195K
|
-2,754
|
-61%
|
|
|
521
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$132K
|
+$1.63K
|
+23
|
+1%
|
|
|
522
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$131K
|
-$3.19K
|
-45
|
-3%
|
|
|
523
|
First Horizon Advisors
Memphis,
Tennessee
|
$130K
|
+$2.76K
|
+39
|
+2%
|
|
|
524
|
Bollard Group
Boston,
Massachusetts
|
$125K
|
+$4.25K
|
+60
|
+4%
|
|
|
525
|
Montag & Associates
Atlanta,
Georgia
|
$122K
|
-$7.36K
|
-104
|
-6%
|
|
