|
526
|
Clearstead Trust
Portland,
Maine
|
$1.27M
|
–
|
–
|
–
|
|
|
527
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.24M
|
-$684K
|
-15,484
|
-35%
|
|
|
528
|
Prudential plc
London, England,
United Kingdom
|
$1.24M
|
-$1.72M
|
-38,930
|
-58%
|
|
|
529
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.24M
|
-$63.4K
|
-1,434
|
-5%
|
|
|
530
|
Austin Private Wealth
Austin,
Texas
|
$1.23M
|
-$90.7K
|
-2,053
|
-7%
|
|
|
531
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.23M
|
-$92.7K
|
-2,098
|
-7%
|
|
|
532
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.23M
|
-$200K
|
-4,525
|
-14%
|
|
|
533
|
Courage Capital Management
Nashville,
Tennessee
|
$1.23M
|
–
|
–
|
–
|
|
|
534
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.22M
|
-$229K
|
-5,178
|
-16%
|
|
|
535
|
Montis Financial
Waltham,
Massachusetts
|
$1.22M
|
-$184K
|
-4,156
|
-13%
|
|
|
536
|
Global Retirement Partners
San Rafael,
California
|
$1.22M
|
-$197K
|
-4,452
|
-14%
|
|
|
537
|
TPG Advisors
Northfield,
Illinois
|
$1.21M
|
+$1.22M
|
+27,507
|
New
|
|
|
538
|
NKCFO LLC
Geneva,
Illinois
|
$1.21M
|
–
|
–
|
–
|
|
|
539
|
TD Private Client Wealth
New York
|
$1.2M
|
+$236K
|
+5,330
|
+24%
|
|
|
540
|
Callan Capital
La Jolla,
California
|
$1.2M
|
+$677K
|
+15,312
|
+127%
|
|
|
541
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.2M
|
-$2.21K
|
-50
|
-0.2%
|
|
|
542
|
Alesco Advisors
Pittsford,
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
543
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.19M
|
-$9.77K
|
-221
|
-0.8%
|
|
|
544
|
S.A. Mason
Holland,
Michigan
|
$1.18M
|
-$10.8K
|
-245
|
-0.9%
|
|
|
545
|
Empirical Wealth Management
Seattle,
Washington
|
$1.18M
|
+$99.6K
|
+2,254
|
+9%
|
|
|
546
|
Ayrshire Capital Management
Westport,
Connecticut
|
$1.18M
|
+$1.18M
|
+26,801
|
New
|
|
|
547
|
Oppenheimer & Co
New York
|
$1.18M
|
-$85K
|
-1,924
|
-7%
|
|
|
548
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.16M
|
-$18.9K
|
-427
|
-2%
|
|
|
549
|
Wealthspire Advisors (New York)
New York
|
$1.15M
|
+$70K
|
+1,584
|
+6%
|
|
|
550
|
Millennium Management
New York
|
$1.15M
|
+$1.16M
|
+26,230
|
New
|
|
