|
351
|
Rockefeller Capital Management
New York
|
$278K
|
-$35.2K
|
-238
|
-10%
|
|
|
352
|
Northeast Investment Management
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
353
|
Gratus Capital
Atlanta,
Georgia
|
$263K
|
–
|
–
|
–
|
|
|
354
|
Harbor Advisors
West Palm Beach,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
355
|
SVB Wealth
Boston,
Massachusetts
|
$260K
|
-$110K
|
-743
|
-27%
|
|
|
356
|
TIAA FSB
Jacksonville,
Florida
|
$258K
|
+$290K
|
+1,960
|
New
|
|
|
357
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$256K
|
+$88.6K
|
+599
|
+45%
|
|
|
358
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$255K
|
+$79.9K
|
+540
|
+39%
|
|
|
359
|
Foresight Wealth Management
Draper,
Utah
|
$250K
|
–
|
–
|
–
|
|
|
360
|
CoreCap Advisors
Southfield,
Michigan
|
$248K
|
+$39.9K
|
+270
|
+17%
|
|
|
361
|
Circle Wealth Management
Summit,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
362
|
M&G Investment Management
London,
United Kingdom
|
$238K
|
+$33M
|
+222,914
|
+14%
|
|
|
363
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$238K
|
-$2.96K
|
-20
|
-1%
|
|
|
364
|
Gyroscope Capital Management Group
Naples,
Florida
|
$237K
|
+$266K
|
+1,800
|
New
|
|
|
365
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$235K
|
+$296
|
+2
|
+0.1%
|
|
|
366
|
Titus Wealth Management
Larskpur,
California
|
$231K
|
-$28.8K
|
-195
|
-10%
|
|
|
367
|
Brown Advisory
Baltimore,
Maryland
|
$231K
|
+$31.1K
|
+210
|
+14%
|
|
|
368
|
Tidal Investments
Milwaukee,
Wisconsin
|
$230K
|
+$18.5K
|
+125
|
+8%
|
|
|
369
|
IHT Wealth Management
Chicago,
Illinois
|
$228K
|
+$444
|
+3
|
+0.2%
|
|
|
370
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$217K
|
–
|
–
|
–
|
|
|
371
|
KeyBank National Association
Cleveland,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
372
|
|
$216K
|
+$243K
|
+1,640
|
New
|
|
|
373
|
Mutual Advisors
Omaha,
Nebraska
|
$212K
|
-$89K
|
-602
|
-27%
|
|
|
374
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$207K
|
+$16.3K
|
+110
|
+8%
|
|
|
375
|
Avantax Advisory Services
Dallas,
Texas
|
$204K
|
+$229K
|
+1,549
|
New
|
|
