|
501
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$660K
|
-$350K
|
-2,678
|
-33%
|
|
|
502
|
Kestra Private Wealth Services
Austin,
Texas
|
$660K
|
+$40.7K
|
+311
|
+6%
|
|
|
503
|
Gofen & Glossberg
Chicago,
Illinois
|
$659K
|
-$3.14K
|
-24
|
-0.4%
|
|
|
504
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$655K
|
-$21.6K
|
-165
|
-3%
|
|
|
505
|
C2C Wealth Management
Scottsdale,
Arizona
|
$655K
|
+$694K
|
+5,306
|
New
|
|
|
506
|
Courier Capital
Buffalo,
New York
|
$653K
|
-$220K
|
-1,680
|
-24%
|
|
|
507
|
Whittier Trust
South Pasadena,
California
|
$642K
|
+$22.5K
|
+172
|
+3%
|
|
|
508
|
Karpas Strategies
Litchfield,
Connecticut
|
$630K
|
–
|
–
|
–
|
|
|
509
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$628K
|
+$9.82K
|
+75
|
+2%
|
|
|
510
|
PineBridge Investments
New York
|
$625K
|
-$434K
|
-3,313
|
-40%
|
|
|
511
|
Boltwood Capital Management
Walnut Creek,
California
|
$620K
|
-$400K
|
-3,060
|
-38%
|
|
|
512
|
Glenview Trust
Louisville,
Kentucky
|
$618K
|
+$52.2K
|
+399
|
+9%
|
|
|
513
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$608K
|
+$7.59K
|
+58
|
+1%
|
|
|
514
|
44 Wealth Management
Eugene,
Oregon
|
$608K
|
+$67K
|
+512
|
+12%
|
|
|
515
|
Cigna Investments
Bloomfield,
Connecticut
|
$599K
|
-$228K
|
-1,741
|
-26%
|
|
|
516
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$596K
|
+$23.9K
|
+183
|
+4%
|
|
|
517
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$593K
|
+$145K
|
+1,110
|
+30%
|
|
|
518
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$592K
|
+$80K
|
+611
|
+15%
|
|
|
519
|
Old National Bancorp
Evansville,
Indiana
|
$591K
|
-$138K
|
-1,057
|
-18%
|
|
|
520
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$591K
|
-$24.9K
|
-190
|
-4%
|
|
|
521
|
AJ Wealth Strategies
New York
|
$589K
|
–
|
–
|
–
|
|
|
522
|
Compton Capital Management
Providence,
Rhode Island
|
$586K
|
+$182K
|
+1,390
|
+41%
|
|
|
523
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$583K
|
+$4.97K
|
+38
|
+0.8%
|
|
|
524
|
Aristotle Capital Management
Los Angeles,
California
|
$572K
|
–
|
–
|
–
|
|
|
525
|
Verition Fund Management
Greenwich,
Connecticut
|
$565K
|
+$600K
|
+4,584
|
New
|
|
