|
351
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$330K
|
+$306K
|
+1,260
|
New
|
|
|
352
|
Asset Management One
Tokyo,
Japan
|
$321K
|
+$72.9K
|
+300
|
+33%
|
|
|
353
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$319K
|
+$51K
|
+210
|
+21%
|
|
|
354
|
NWAM LLC
Mercer Island,
Washington
|
$314K
|
+$292K
|
+1,200
|
New
|
|
|
355
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$311K
|
+$12.2K
|
+50
|
+4%
|
|
|
356
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$305K
|
+$283K
|
+1,163
|
New
|
|
|
357
|
Hancock Whitney
Gulfport,
Mississippi
|
$303K
|
-$39.1K
|
-161
|
-12%
|
|
|
358
|
Penobscot Investment Management
Boston,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
359
|
Sara-Bay Financial
Sarasota,
Florida
|
$298K
|
+$276K
|
+1,136
|
New
|
|
|
360
|
|
$297K
|
+$276K
|
+1,134
|
New
|
|
|
361
|
Pinnacle Associates
New York
|
$295K
|
–
|
–
|
–
|
|
|
362
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$293K
|
-$475K
|
-1,956
|
-64%
|
|
|
363
|
Williams Jones Wealth Management
New York
|
$292K
|
–
|
–
|
–
|
|
|
364
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$291K
|
+$270K
|
+1,109
|
New
|
|
|
365
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$287K
|
+$266K
|
+1,096
|
New
|
|
|
366
|
Park National Corp
Newark,
Ohio
|
$287K
|
+$267K
|
+1,097
|
New
|
|
|
367
|
Holderness Investments Company
Greensboro,
North Carolina
|
$282K
|
–
|
–
|
–
|
|
|
368
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$281K
|
–
|
–
|
–
|
|
|
369
|
Davenport & Co
Richmond,
Virginia
|
$278K
|
+$258K
|
+1,060
|
New
|
|
|
370
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$271K
|
+$252K
|
+1,035
|
New
|
|
|
371
|
Engineers Gate Manager
New York
|
$270K
|
-$1.79M
|
-7,377
|
-88%
|
|
|
372
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$269K
|
-$110K
|
-451
|
-31%
|
|
|
373
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$265K
|
+$253K
|
+1,041
|
New
|
|
|
374
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$262K
|
-$243
|
-1
|
-2%
|
|
|
375
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
