|
701
|
HeadInvest LLC
Portland,
Maine
|
$322K
|
-$8.88K
|
-45
|
-3%
|
|
|
702
|
First Long Island Investors
Jericho,
New York
|
$321K
|
–
|
–
|
–
|
|
|
703
|
BOK Financial Private Wealth
Denver,
Colorado
|
$315K
|
+$293K
|
+1,486
|
New
|
|
|
704
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$312K
|
+$290K
|
+1,470
|
New
|
|
|
705
|
Wealthspire Advisors (New York)
New York
|
$302K
|
-$133K
|
-672
|
-32%
|
|
|
706
|
BNC Wealth Management
Beaverton,
Oregon
|
$302K
|
+$7.49K
|
+38
|
+3%
|
|
|
707
|
Occidental Asset Management
Burlingame,
California
|
$301K
|
–
|
–
|
–
|
|
|
708
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$300K
|
–
|
–
|
–
|
|
|
709
|
Physician Wealth Advisors
Midvale,
Utah
|
$298K
|
–
|
–
|
–
|
|
|
710
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$294K
|
+$9.27K
|
+47
|
+4%
|
|
|
711
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$294K
|
+$74.6K
|
+378
|
+37%
|
|
|
712
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$289K
|
–
|
–
|
–
|
|
|
713
|
Penobscot Investment Management
Boston,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
714
|
Safeguard Investment Advisory Group
Corona,
California
|
$286K
|
–
|
–
|
–
|
|
|
715
|
Spire Wealth Management
Mclean,
Virginia
|
$286K
|
+$50.1K
|
+254
|
+23%
|
|
|
716
|
Evercore Wealth Management
New York
|
$285K
|
–
|
–
|
–
|
|
|
717
|
First Merchants Corp
Muncie,
Indiana
|
$284K
|
-$488K
|
-2,474
|
-65%
|
|
|
718
|
180 Wealth Advisors
Federal Way,
Washington
|
$284K
|
-$47.3K
|
-240
|
-14%
|
|
|
719
|
Boltwood Capital Management
Walnut Creek,
California
|
$284K
|
+$264K
|
+1,340
|
New
|
|
|
720
|
KCM Investment Advisors
Greenbrae,
California
|
$283K
|
-$9.86K
|
-50
|
-4%
|
|
|
721
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$276K
|
-$358K
|
-1,813
|
-58%
|
|
|
722
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$276K
|
+$256K
|
+1,300
|
New
|
|
|
723
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$276K
|
+$256K
|
+1,300
|
New
|
|
|
724
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$271K
|
-$1.01M
|
-5,127
|
-80%
|
|
|
725
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$270K
|
-$202K
|
-1,023
|
-45%
|
|