|
326
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$634K
|
-$141K
|
-2,464
|
-21%
|
|
|
327
|
Donor Advised Charitable Giving
San Francisco,
California
|
$630K
|
–
|
–
|
–
|
|
|
328
|
Triumph Capital Management
Denver,
Colorado
|
$625K
|
-$76.7K
|
-1,344
|
-13%
|
|
|
329
|
|
$616K
|
+$515K
|
+9,013
|
New
|
|
|
330
|
Franklin Resources
San Mateo,
California
|
$605K
|
+$26.2K
|
+458
|
+5%
|
|
|
331
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$598K
|
-$6.39K
|
-112
|
-1%
|
|
|
332
|
|
$571K
|
-$118K
|
-2,065
|
-20%
|
|
|
333
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$571K
|
+$140K
|
+2,458
|
+42%
|
|
|
334
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$565K
|
-$65.3K
|
-1,144
|
-12%
|
|
|
335
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$561K
|
+$21.1K
|
+370
|
+5%
|
|
|
336
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$560K
|
+$468K
|
+8,190
|
New
|
|
|
337
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$553K
|
+$462K
|
+8,100
|
New
|
|
|
338
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$529K
|
–
|
–
|
–
|
|
|
339
|
Baker Avenue Asset Management
San Francisco,
California
|
$528K
|
+$1.88K
|
+33
|
+0%
|
|
|
340
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$514K
|
+$799
|
+14
|
+0.2%
|
|
|
341
|
|
$506K
|
+$423K
|
+7,400
|
New
|
|
|
342
|
Xponance
Philadelphia,
Pennsylvania
|
$504K
|
+$133K
|
+2,338
|
+46%
|
|
|
343
|
XTX Topco
George Town,
Cayman Islands
|
$496K
|
+$184K
|
+3,215
|
+79%
|
|
|
344
|
Geneos Wealth Management
Englewood,
Colorado
|
$492K
|
+$78.6K
|
+1,377
|
+24%
|
|
|
345
|
Dupont Capital Management
Wilmington,
Delaware
|
$476K
|
+$387K
|
+6,779
|
+3,725%
|
|
|
346
|
Frank Rimerman Advisors
Palo Alto,
California
|
$474K
|
–
|
–
|
–
|
|
|
347
|
Wealthfront Advisers
Palo Alto,
California
|
$473K
|
+$395K
|
+6,924
|
New
|
|
|
348
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$468K
|
+$90.6K
|
+1,587
|
+30%
|
|
|
349
|
Oppenheimer & Co
New York
|
$454K
|
+$51K
|
+894
|
+16%
|
|
|
350
|
Washington Capital Management
Seattle,
Washington
|
$451K
|
–
|
–
|
–
|
|
