|
301
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$576K
|
-$55.1K
|
-1,309
|
-7%
|
|
|
302
|
INTECH Investment Management
West Palm Beach,
Florida
|
$571K
|
–
|
–
|
–
|
|
|
303
|
|
$570K
|
-$309K
|
-7,342
|
-31%
|
|
|
304
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$563K
|
+$470K
|
+11,155
|
+211%
|
|
|
305
|
Rockefeller Capital Management
New York
|
$559K
|
+$39.6K
|
+940
|
+6%
|
|
|
306
|
American Century Companies
Kansas City,
Missouri
|
$555K
|
-$37.8M
|
-897,250
|
-98%
|
|
|
307
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$531K
|
-$78K
|
-1,854
|
-11%
|
|
|
308
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$517K
|
+$637K
|
+15,134
|
New
|
|
|
309
|
Daiwa Securities Group
Tokyo,
Japan
|
$515K
|
–
|
–
|
–
|
|
|
310
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$506K
|
-$253
|
-6
|
-0%
|
|
|
311
|
|
$500K
|
+$616K
|
+14,624
|
New
|
|
|
312
|
Unigestion Holding
Geneva,
Switzerland
|
$494K
|
–
|
–
|
–
|
|
|
313
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$488K
|
+$39K
|
+927
|
+7%
|
|
|
314
|
AE Wealth Management
Topeka,
Kansas
|
$478K
|
-$18.6K
|
-441
|
-3%
|
|
|
315
|
Kestra Advisory Services
Austin,
Texas
|
$475K
|
+$9.18K
|
+218
|
+2%
|
|
|
316
|
Denali Advisors
San Diego,
California
|
$475K
|
+$12.6K
|
+300
|
+2%
|
|
|
317
|
Cohen Klingenstein
New York
|
$473K
|
–
|
–
|
–
|
|
|
318
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$458K
|
-$8.29K
|
-197
|
-1%
|
|
|
319
|
MML Investors Services
Springfield,
Massachusetts
|
$454K
|
+$122K
|
+2,905
|
+28%
|
|
|
320
|
Mirador Capital Partners
Pleasanton,
California
|
$447K
|
+$5.85K
|
+139
|
+1%
|
|
|
321
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$439K
|
–
|
–
|
–
|
|
|
322
|
Allstate Corporation
Northbrook,
Illinois
|
$438K
|
+$111K
|
+2,629
|
+26%
|
|
|
323
|
Wintrust Investments
Chicago,
Illinois
|
$437K
|
-$41.2K
|
-980
|
-7%
|
|
|
324
|
Westwood Management Corporation
Chicago,
Illinois
|
$437K
|
–
|
–
|
–
|
|
|
325
|
US Bancorp
Minneapolis,
Minnesota
|
$428K
|
+$60.5K
|
+1,437
|
+13%
|
|
