|
551
|
Boston Financial Management
Boston,
Massachusetts
|
$289K
|
–
|
–
|
–
|
|
|
552
|
Endurance Wealth Management
Providence,
Rhode Island
|
$289K
|
–
|
–
|
–
|
|
|
553
|
Clarius Group LLC
Seattle,
Washington
|
$289K
|
+$346
|
+1
|
+0.1%
|
|
|
554
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$288K
|
-$33.2K
|
-96
|
-10%
|
|
|
555
|
Snowden Capital Advisors
New York
|
$287K
|
+$44.3K
|
+128
|
+18%
|
|
|
556
|
Burney Company
Reston,
Virginia
|
$286K
|
–
|
–
|
–
|
|
|
557
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$286K
|
+$7.96K
|
+23
|
+3%
|
|
|
558
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$286K
|
+$58.1K
|
+168
|
+26%
|
|
|
559
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$285K
|
–
|
–
|
–
|
|
|
560
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$282K
|
-$106K
|
-306
|
-27%
|
|
|
561
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$281K
|
+$12.8K
|
+37
|
+5%
|
|
|
562
|
9258 Wealth Management
Blue Ash,
Ohio
|
$280K
|
+$346
|
+1
|
+0.1%
|
|
|
563
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$278K
|
-$31.5K
|
-91
|
-10%
|
|
|
564
|
Optimal Asset Management
Los Altos,
California
|
$278K
|
–
|
–
|
–
|
|
|
565
|
Evergreen Capital Management
Bellevue,
Washington
|
$277K
|
+$2.77K
|
+8
|
+1%
|
|
|
566
|
Matrix Private Capital Group
New York
|
$275K
|
–
|
–
|
–
|
|
|
567
|
Allstate Corporation
Northbrook,
Illinois
|
$273K
|
+$66.8K
|
+193
|
+33%
|
|
|
568
|
Great Diamond Partners
Portland,
Maine
|
$272K
|
-$5.88K
|
-17
|
-2%
|
|
|
569
|
Bailard
Foster City,
California
|
$272K
|
–
|
–
|
–
|
|
|
570
|
Trust Asset Management
Houston,
Texas
|
$271K
|
+$31.1K
|
+90
|
+13%
|
|
|
571
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$270K
|
+$44.6K
|
+129
|
+20%
|
|
|
572
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$267K
|
+$266K
|
+770
|
New
|
|
|
573
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$266K
|
-$167K
|
-484
|
-39%
|
|
|
574
|
SVB Wealth
Boston,
Massachusetts
|
$264K
|
+$21.1K
|
+61
|
+9%
|
|
|
575
|
Argent Trust Co
Nashville,
Tennessee
|
$264K
|
+$51.2K
|
+148
|
+24%
|
|
