|
501
|
IMS Capital Management
Portland,
Oregon
|
$287K
|
–
|
–
|
–
|
|
|
502
|
Eastern Bank
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
503
|
Jones Financial Companies
Des Peres,
Missouri
|
$285K
|
-$106K
|
-800
|
-28%
|
|
|
504
|
Wealthfront
Palo Alto,
California
|
$285K
|
+$24.7K
|
+186
|
+10%
|
|
|
505
|
Ascent Wealth Partners
New Hartford,
New York
|
$280K
|
–
|
–
|
–
|
|
|
506
|
MSI Financial Services
Springfield,
Massachusetts
|
$274K
|
-$43.9K
|
-330
|
-14%
|
|
|
507
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$271K
|
+$257K
|
+1,935
|
New
|
|
|
508
|
KCM Investment Advisors
Greenbrae,
California
|
$267K
|
-$2.13K
|
-16
|
-0.8%
|
|
|
509
|
Truist Financial
Charlotte,
North Carolina
|
$264K
|
-$130K
|
-977
|
-34%
|
|
|
510
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260K
|
-$19.7K
|
-148
|
-7%
|
|
|
511
|
SVA Wealth Management
Madison,
Wisconsin
|
$254K
|
–
|
–
|
–
|
|
|
512
|
Catawba Capital Management
Roanoke,
Virginia
|
$251K
|
+$24.2K
|
+182
|
+11%
|
|
|
513
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$250K
|
–
|
–
|
–
|
|
|
514
|
Colony Group
Boston,
Massachusetts
|
$246K
|
-$59.8K
|
-450
|
-20%
|
|
|
515
|
IFM Investors
Melbourne,
Australia
|
$242K
|
+$230K
|
+1,732
|
New
|
|
|
516
|
Assured Investment Management
New York
|
$238K
|
-$702K
|
-5,280
|
-76%
|
|
|
517
|
ING Group
Amsterdam,
Netherlands
|
$237K
|
-$438K
|
-3,297
|
-66%
|
|
|
518
|
Penserra Capital Management
Orinda,
California
|
$235K
|
+$36.2K
|
+272
|
+19%
|
|
|
519
|
Global X Management Company
New York
|
$234K
|
+$59.2K
|
+445
|
+36%
|
|
|
520
|
Endurance Wealth Management
Providence,
Rhode Island
|
$231K
|
–
|
–
|
–
|
|
|
521
|
|
$227K
|
-$3.8M
|
-28,608
|
-95%
|
|
|
522
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$226K
|
-$173K
|
-1,300
|
-45%
|
|
|
523
|
Zhang Financial
Portage,
Michigan
|
$223K
|
+$208K
|
+1,565
|
New
|
|
|
524
|
Freedom Investment Management
Hartford,
Connecticut
|
$223K
|
+$212K
|
+1,591
|
New
|
|
|
525
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$222K
|
-$3.32K
|
-25
|
-2%
|
|
