|
426
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$235K
|
+$239K
|
+4,968
|
New
|
|
|
427
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$233K
|
–
|
–
|
–
|
|
|
428
|
Cottage Street Advisors
Marion,
Massachusetts
|
$232K
|
-$951K
|
-19,800
|
-80%
|
|
|
429
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$232K
|
–
|
–
|
–
|
|
|
430
|
Biltmore Family Office
Charlotte,
North Carolina
|
$232K
|
+$768
|
+16
|
+0.3%
|
|
|
431
|
Cambridge Trust
Cambridge,
Massachusetts
|
$231K
|
+$240
|
+5
|
+0.1%
|
|
|
432
|
DUMAC Inc
Durham,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
433
|
Confluence Investment Management
St. Louis,
Missouri
|
$229K
|
-$8.55K
|
-178
|
-4%
|
|
|
434
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$229K
|
–
|
–
|
–
|
|
|
435
|
Ironwood Financial
Tucson,
Arizona
|
$227K
|
–
|
–
|
–
|
|
|
436
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$225K
|
+$229K
|
+4,760
|
New
|
|
|
437
|
HoyleCohen
San Diego,
California
|
$224K
|
–
|
–
|
–
|
|
|
438
|
Corient Capital Partners
Newport Beach,
California
|
$224K
|
+$222K
|
+4,620
|
New
|
|
|
439
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$224K
|
-$143K
|
-2,985
|
-40%
|
|
|
440
|
Avalon Investment & Advisory
Houston,
Texas
|
$222K
|
-$13.8K
|
-288
|
-6%
|
|
|
441
|
Alaska Permanent Fund
Juneau,
Alaska
|
$220K
|
-$101K
|
-2,106
|
-31%
|
|
|
442
|
Vontobel Holding
Zurich,
Switzerland
|
$217K
|
-$8.35M
|
-173,876
|
-97%
|
|
|
443
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$217K
|
-$25K
|
-521
|
-10%
|
|
|
444
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$214K
|
+$217K
|
+4,523
|
New
|
|
|
445
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$212K
|
-$3.7K
|
-77
|
-2%
|
|
|
446
|
Washington Trust
Westerly,
Rhode Island
|
$210K
|
–
|
–
|
–
|
|
|
447
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$209K
|
-$92.5K
|
-1,927
|
-30%
|
|
|
448
|
SJS Investment Consulting
Sylvania,
Ohio
|
$207K
|
+$210K
|
+4,370
|
New
|
|
|
449
|
Caldwell Trust
Venice,
Florida
|
$207K
|
-$20.7K
|
-430
|
-9%
|
|
|
450
|
Boston Research & Management
Manchester,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
