|
126
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$715K
|
-$995
|
-33
|
-0.1%
|
|
|
127
|
Choreo LLC
Rockford,
Illinois
|
$704K
|
+$274K
|
+9,092
|
+59%
|
|
|
128
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$700K
|
-$24.3K
|
-805
|
-3%
|
|
|
129
|
KCS Wealth Advisory
Los Angeles,
California
|
$687K
|
+$721K
|
+23,934
|
New
|
|
|
130
|
Venturi Wealth Management
Austin,
Texas
|
$680K
|
–
|
–
|
–
|
|
|
131
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$657K
|
+$421K
|
+13,959
|
+156%
|
|
|
132
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$655K
|
-$485K
|
-16,098
|
-41%
|
|
|
133
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$655K
|
-$293K
|
-9,718
|
-30%
|
|
|
134
|
Russell Investments Group
London,
United Kingdom
|
$651K
|
+$15.6K
|
+519
|
+2%
|
|
|
135
|
CIBC World Market
Toronto,
Ontario, Canada
|
$637K
|
-$7.5K
|
-249
|
-1%
|
|
|
136
|
Diligent Investors
Redlands,
California
|
$628K
|
–
|
–
|
–
|
|
|
137
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$626K
|
-$4.28K
|
-142
|
-0.6%
|
|
|
138
|
BBVA USA Bancshares
Houston,
Texas
|
$612K
|
-$34.3K
|
-1,137
|
-5%
|
|
|
139
|
FDx Advisors
Chicago,
Illinois
|
$601K
|
-$735K
|
-24,374
|
-54%
|
|
|
140
|
Intrust Bank
Wichita,
Kansas
|
$568K
|
-$15K
|
-497
|
-2%
|
|
|
141
|
Bessemer Group
Woodbridge,
New Jersey
|
$565K
|
+$397K
|
+13,180
|
+202%
|
|
|
142
|
Murphy Capital Management
Bedminster,
New Jersey
|
$548K
|
+$1.99K
|
+66
|
+0.3%
|
|
|
143
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$540K
|
+$63.9K
|
+2,119
|
+13%
|
|
|
144
|
Anchor Investment Management
Columbia,
South Carolina
|
$530K
|
-$44.3K
|
-1,469
|
-7%
|
|
|
145
|
Caprock Group
Boise,
Idaho
|
$524K
|
-$19.9K
|
-660
|
-4%
|
|
|
146
|
Truist Financial
Charlotte,
North Carolina
|
$512K
|
-$428K
|
-14,215
|
-44%
|
|
|
147
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$508K
|
+$164K
|
+5,450
|
+44%
|
|
|
148
|
Glen Harbor Capital Management
San Diego,
California
|
$505K
|
–
|
–
|
–
|
|
|
149
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$500K
|
-$204K
|
-6,775
|
-28%
|
|
|
150
|
Freedom Investment Management
Hartford,
Connecticut
|
$469K
|
+$252K
|
+8,349
|
+104%
|
|
