|
301
|
TIAA FSB
Jacksonville,
Florida
|
$577K
|
-$68.9K
|
-2,802
|
-11%
|
|
|
302
|
Cresset Asset Management
Chicago,
Illinois
|
$577K
|
+$403K
|
+16,414
|
+308%
|
|
|
303
|
RWA Wealth Partners
Newton,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
304
|
First Interstate Bank
Billings,
Montana
|
$558K
|
–
|
–
|
–
|
|
|
305
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$557K
|
+$193K
|
+7,852
|
+58%
|
|
|
306
|
|
$549K
|
–
|
–
|
–
|
|
|
307
|
|
$544K
|
+$34.4K
|
+1,400
|
+7%
|
|
|
308
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$543K
|
-$6.93K
|
-282
|
-1%
|
|
|
309
|
|
$538K
|
+$7.57K
|
+308
|
+2%
|
|
|
310
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$525K
|
-$1.51M
|
-61,604
|
-75%
|
|
|
311
|
Chilton Capital Management
Houston,
Texas
|
$523K
|
-$3.44K
|
-140
|
-0.7%
|
|
|
312
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$522K
|
-$8.6K
|
-350
|
-2%
|
|
|
313
|
Anchor Investment Management
Columbia,
South Carolina
|
$520K
|
–
|
–
|
–
|
|
|
314
|
|
$518K
|
–
|
–
|
–
|
|
|
315
|
BTC Capital Management
Des Moines,
Iowa
|
$516K
|
+$188K
|
+7,654
|
+63%
|
|
|
316
|
Trillium Asset Management
Boston,
Massachusetts
|
$514K
|
-$2.21K
|
-90
|
-0.5%
|
|
|
317
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$512K
|
+$2.31K
|
+94
|
+0.5%
|
|
|
318
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$511K
|
–
|
–
|
–
|
|
|
319
|
Atria Investments
Charlotte,
North Carolina
|
$509K
|
+$29.1K
|
+1,182
|
+6%
|
|
|
320
|
Shamrock Asset Management
Dallas,
Texas
|
$505K
|
-$1.77K
|
-72
|
-0.4%
|
|
|
321
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$505K
|
+$474K
|
+19,292
|
New
|
|
|
322
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$500K
|
–
|
–
|
–
|
|
|
323
|
AssetMark Inc
Concord,
California
|
$499K
|
+$13.7K
|
+558
|
+3%
|
|
|
324
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$497K
|
-$4.67K
|
-190
|
-1%
|
|
|
325
|
Principal Financial Group
Des Moines,
Iowa
|
$487K
|
–
|
–
|
–
|
|
