|
526
|
Brighton Jones LLC
Seattle,
Washington
|
$320K
|
+$317K
|
+1,006
|
New
|
|
|
527
|
Rathbones Group
Liverpool,
United Kingdom
|
$318K
|
–
|
–
|
–
|
|
|
528
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$318K
|
+$164K
|
+521
|
+108%
|
|
|
529
|
Penobscot Investment Management
Boston,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
530
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$311K
|
-$118K
|
-375
|
-28%
|
|
|
531
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$306K
|
–
|
–
|
–
|
|
|
532
|
Sigma Investment Management
Portland,
Oregon
|
$304K
|
–
|
–
|
–
|
|
|
533
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$302K
|
+$299K
|
+950
|
New
|
|
|
534
|
One Capital Management
Westlake Village,
California
|
$299K
|
+$14.2K
|
+45
|
+5%
|
|
|
535
|
|
$294K
|
-$49.4K
|
-157
|
-15%
|
|
|
536
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$293K
|
+$26.1K
|
+83
|
+10%
|
|
|
537
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
|
538
|
First National Bank of Omaha
Omaha,
Nebraska
|
$288K
|
–
|
–
|
–
|
|
|
539
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$287K
|
-$7.55K
|
-24
|
-3%
|
|
|
540
|
REDW Wealth
Albuquerque,
New Mexico
|
$281K
|
-$15.7K
|
-50
|
-5%
|
|
|
541
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$280K
|
–
|
–
|
–
|
|
|
542
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$276K
|
–
|
–
|
–
|
|
|
543
|
SII Investments
Appleton,
Wisconsin
|
$274K
|
+$10.7K
|
+34
|
+4%
|
|
|
544
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$273K
|
-$81.8K
|
-260
|
-23%
|
|
|
545
|
Freestone Capital Holdings
Seattle,
Washington
|
$271K
|
-$51K
|
-162
|
-16%
|
|
|
546
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$270K
|
–
|
–
|
–
|
|
|
547
|
Weiss Multi-Strategy Advisers
New York
|
$266K
|
+$263K
|
+837
|
New
|
|
|
548
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$265K
|
-$16.7K
|
-53
|
-6%
|
|
|
549
|
|
$263K
|
-$476K
|
-1,512
|
-65%
|
|
|
550
|
EFG Asset Management (Americas)
Miami,
Florida
|
$262K
|
+$32.7K
|
+104
|
+14%
|
|
