|
401
|
Everence Capital Management
Goshen,
Indiana
|
$247K
|
–
|
–
|
–
|
|
|
402
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$247K
|
+$251K
|
+7,647
|
New
|
|
|
403
|
HB Wealth Management
Atlanta,
Georgia
|
$246K
|
+$14.5K
|
+442
|
+6%
|
|
|
404
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$245K
|
+$249K
|
+7,582
|
New
|
|
|
405
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$245K
|
-$52.5K
|
-1,597
|
-17%
|
|
|
406
|
Motley Fool Asset Management
Alexandria,
Virginia
|
$244K
|
-$20.8K
|
-634
|
-8%
|
|
|
407
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$244K
|
-$4.14K
|
-126
|
-2%
|
|
|
408
|
180 Wealth Advisors
Federal Way,
Washington
|
$242K
|
-$37.5K
|
-1,140
|
-13%
|
|
|
409
|
Shelton Capital Management
Denver,
Colorado
|
$240K
|
–
|
–
|
–
|
|
|
410
|
Journey Strategic Wealth
Summit,
New Jersey
|
$239K
|
+$244K
|
+7,414
|
New
|
|
|
411
|
Chesley Taft & Associates
Chicago,
Illinois
|
$237K
|
+$46K
|
+1,399
|
+24%
|
|
|
412
|
Perigon Wealth Management
San Francisco,
California
|
$237K
|
-$27.6K
|
-840
|
-10%
|
|
|
413
|
TCI Wealth Advisors
Tucson,
Arizona
|
$234K
|
–
|
–
|
–
|
|
|
414
|
Capital Performance Advisors
Walnut Creek,
California
|
$232K
|
-$23.4K
|
-712
|
-9%
|
|
|
415
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$225K
|
-$83.6K
|
-2,544
|
-27%
|
|
|
416
|
Patton Fund Management
Dallas,
Texas
|
$221K
|
-$15.4K
|
-469
|
-6%
|
|
|
417
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$220K
|
-$14.8K
|
-450
|
-6%
|
|
|
418
|
Farther Finance Advisors
San Francisco,
California
|
$217K
|
+$193K
|
+5,867
|
+689%
|
|
|
419
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$216K
|
–
|
–
|
–
|
|
|
420
|
Evoke Wealth
Los Angeles,
California
|
$211K
|
+$26.9K
|
+818
|
+14%
|
|
|
421
|
Global Endowment Management
Charlotte,
North Carolina
|
$210K
|
-$155K
|
-4,710
|
-42%
|
|
|
422
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$210K
|
+$214K
|
+6,502
|
New
|
|
|
423
|
Pettee Investors
Rowayton,
Connecticut
|
$210K
|
–
|
–
|
–
|
|
|
424
|
Mangrove Partners
Greenwich,
Connecticut
|
$209K
|
+$213K
|
+6,485
|
New
|
|
|
425
|
GAMCO Investors
Greenwich,
Connecticut
|
$209K
|
–
|
–
|
–
|
|
