|
451
|
SkyOak Wealth
Southfield,
Michigan
|
$301K
|
–
|
–
|
–
|
|
|
452
|
Forum Financial Management
Lombard,
Illinois
|
$300K
|
+$310K
|
+4,388
|
New
|
|
|
453
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$297K
|
-$55.1K
|
-781
|
-15%
|
|
|
454
|
SVB Wealth
Boston,
Massachusetts
|
$295K
|
-$1.34M
|
-19,028
|
-82%
|
|
|
455
|
People's United Financial
Bridgeport,
Connecticut
|
$289K
|
-$245K
|
-3,473
|
-45%
|
|
|
456
|
Park Avenue Securities
New York
|
$289K
|
+$66.8K
|
+947
|
+29%
|
|
|
457
|
Wintrust Investments
Chicago,
Illinois
|
$287K
|
+$296K
|
+4,200
|
New
|
|
|
458
|
Meridian Investment Counsel
Lafayette,
California
|
$286K
|
–
|
–
|
–
|
|
|
459
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$283K
|
+$81.1K
|
+1,150
|
+38%
|
|
|
460
|
Erste Asset Management
Vienna,
Austria
|
$282K
|
-$155K
|
-2,200
|
-35%
|
|
|
461
|
Meeder Asset Management
Dublin,
Ohio
|
$282K
|
-$217K
|
-3,078
|
-43%
|
|
|
462
|
WealthSource Partners
San Luis Obispo,
California
|
$281K
|
+$10.6K
|
+150
|
+4%
|
|
|
463
|
Barings
Charlotte,
North Carolina
|
$278K
|
-$333K
|
-4,715
|
-54%
|
|
|
464
|
Congress Wealth Management
Boston,
Massachusetts
|
$278K
|
+$288K
|
+4,082
|
New
|
|
|
465
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$277K
|
-$20.2K
|
-286
|
-7%
|
|
|
466
|
Cigna Investments
Bloomfield,
Connecticut
|
$276K
|
-$93.1K
|
-1,320
|
-25%
|
|
|
467
|
Corient Capital Partners
Newport Beach,
California
|
$276K
|
+$6.28K
|
+89
|
+2%
|
|
|
468
|
First Nebraska Trust
Lincoln,
Nebraska
|
$274K
|
–
|
–
|
–
|
|
|
469
|
Gries Financial
Cleveland,
Ohio
|
$273K
|
–
|
–
|
–
|
|
|
470
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
471
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$273K
|
+$282K
|
+4,000
|
New
|
|
|
472
|
|
$272K
|
+$281K
|
+3,979
|
New
|
|
|
473
|
BSW Wealth Partners
Boulder,
Colorado
|
$265K
|
-$16.2K
|
-230
|
-6%
|
|
|
474
|
Dynamic Technology Lab
Singapore
|
$264K
|
+$273K
|
+3,868
|
New
|
|
|
475
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$264K
|
+$273K
|
+3,871
|
New
|
|
