|
401
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$425K
|
-$16K
|
-975
|
-3%
|
|
|
402
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$423K
|
–
|
–
|
–
|
|
|
403
|
Welch & Forbes
Boston,
Massachusetts
|
$422K
|
-$3.8K
|
-232
|
-0.8%
|
|
|
404
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$421K
|
-$18K
|
-1,100
|
-4%
|
|
|
405
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$421K
|
-$24.4K
|
-1,491
|
-5%
|
|
|
406
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$416K
|
+$469K
|
+28,610
|
New
|
|
|
407
|
Mercer Global Advisors
Denver,
Colorado
|
$416K
|
-$48.7K
|
-2,971
|
-9%
|
|
|
408
|
Arete Wealth Advisors
Chicago,
Illinois
|
$411K
|
-$59.2K
|
-3,610
|
-11%
|
|
|
409
|
Advisor Partners II
Walnut Creek,
California
|
$409K
|
-$80.8K
|
-4,932
|
-15%
|
|
|
410
|
InterOcean Capital Group
Nashville,
Tennessee
|
$407K
|
-$315K
|
-19,190
|
-41%
|
|
|
411
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$406K
|
–
|
–
|
–
|
|
|
412
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$403K
|
+$351K
|
+21,425
|
+338%
|
|
|
413
|
Blue Trust Inc
Alpharetta,
Georgia
|
$402K
|
+$253K
|
+15,457
|
+186%
|
|
|
414
|
Cresset Asset Management
Chicago,
Illinois
|
$397K
|
-$298K
|
-18,209
|
-40%
|
|
|
415
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$396K
|
+$330K
|
+20,110
|
+283%
|
|
|
416
|
Sage Rhino Capital
Menlo Park,
California
|
$394K
|
-$5.07K
|
-309
|
-1%
|
|
|
417
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$391K
|
-$7.38K
|
-450
|
-2%
|
|
|
418
|
Choreo LLC
Rockford,
Illinois
|
$391K
|
-$3.79K
|
-231
|
-0.9%
|
|
|
419
|
Coldstream Capital Management
Bellevue,
Washington
|
$388K
|
-$401K
|
-24,438
|
-48%
|
|
|
420
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$383K
|
+$42.5K
|
+2,591
|
+11%
|
|
|
421
|
Larson Financial Group
St Louis,
Missouri
|
$383K
|
-$43.6K
|
-2,657
|
-9%
|
|
|
422
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$382K
|
+$31.1K
|
+1,900
|
+6%
|
|
|
423
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$379K
|
-$1.07K
|
-65
|
-0.2%
|
|
|
424
|
Cigna Investments
Bloomfield,
Connecticut
|
$378K
|
–
|
–
|
–
|
|
|
425
|
S.A. Mason
Holland,
Michigan
|
$372K
|
+$18.9K
|
+1,150
|
+5%
|
|
