|
401
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$292K
|
+$27.6K
|
+285
|
+9%
|
|
|
402
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
403
|
First Business Financial Services
Madison,
Wisconsin
|
$290K
|
+$316K
|
+3,269
|
New
|
|
|
404
|
Brown Advisory
Baltimore,
Maryland
|
$285K
|
+$109K
|
+1,128
|
+54%
|
|
|
405
|
Creative Planning
Overland Park,
Kansas
|
$281K
|
+$306K
|
+3,166
|
New
|
|
|
406
|
Shelton Capital Management
Denver,
Colorado
|
$280K
|
+$58.1K
|
+600
|
+23%
|
|
|
407
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$270K
|
–
|
–
|
–
|
|
|
408
|
Duncker Streett & Co
St. Louis,
Missouri
|
$269K
|
–
|
–
|
–
|
|
|
409
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$268K
|
-$102K
|
-1,049
|
-26%
|
|
|
410
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$266K
|
-$96.8K
|
-1,000
|
-25%
|
|
|
411
|
Mizuho Asset Management
Tokyo,
Japan
|
$264K
|
+$36.9K
|
+381
|
+15%
|
|
|
412
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$262K
|
+$41.8K
|
+432
|
+17%
|
|
|
413
|
Brown Advisory Securities
Baltimore,
Maryland
|
$260K
|
+$581
|
+6
|
+0.2%
|
|
|
414
|
Saturna Capital
Bellingham,
Washington
|
$258K
|
–
|
–
|
–
|
|
|
415
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
416
|
|
$254K
|
+$278K
|
+2,868
|
New
|
|
|
417
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$252K
|
–
|
–
|
–
|
|
|
418
|
CIBC Bank USA
Chicago,
Illinois
|
$251K
|
+$871
|
+9
|
+0.3%
|
|
|
419
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
420
|
Optimum Investment Advisors
Chicago,
Illinois
|
$244K
|
+$266K
|
+2,750
|
New
|
|
|
421
|
Cetera Advisor Networks
El Segundo,
California
|
$244K
|
+$267K
|
+2,754
|
New
|
|
|
422
|
Wealthfront
Palo Alto,
California
|
$241K
|
-$27.3K
|
-282
|
-9%
|
|
|
423
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$239K
|
-$10.2M
|
-105,687
|
-98%
|
|
|
424
|
Salient Capital Advisors
Houston,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
425
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$227K
|
-$914K
|
-9,438
|
-79%
|
|
