|
426
|
Excalibur Management
Waltham,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
427
|
Global Retirement Partners
San Rafael,
California
|
$268K
|
+$2.09K
|
+24
|
+0.8%
|
|
|
428
|
Klingenstein Fields & Co
New York
|
$267K
|
–
|
–
|
–
|
|
|
429
|
Cresset Asset Management
Chicago,
Illinois
|
$266K
|
–
|
–
|
–
|
|
|
430
|
Caprock Group
Boise,
Idaho
|
$258K
|
-$68.8K
|
-791
|
-22%
|
|
|
431
|
Central Trust Company
Jefferson City,
Missouri
|
$258K
|
-$13.1K
|
-150
|
-5%
|
|
|
432
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$258K
|
+$244K
|
+2,799
|
New
|
|
|
433
|
Good Life Advisors
Reading,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
434
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$254K
|
+$71.3K
|
+819
|
+42%
|
|
|
435
|
Kestra Private Wealth Services
Austin,
Texas
|
$248K
|
+$234K
|
+2,688
|
New
|
|
|
436
|
Whittier Trust
South Pasadena,
California
|
$246K
|
+$99.3K
|
+1,141
|
+75%
|
|
|
437
|
Tectonic Advisors
Frisco,
Texas
|
$246K
|
+$232K
|
+2,666
|
New
|
|
|
438
|
XTX Topco
George Town,
Cayman Islands
|
$244K
|
+$230K
|
+2,647
|
New
|
|
|
439
|
Lake Street Private Wealth
Chicago,
Illinois
|
$243K
|
-$83.2K
|
-956
|
-27%
|
|
|
440
|
|
$241K
|
-$388K
|
-4,462
|
-63%
|
|
|
441
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$236K
|
+$223K
|
+2,563
|
New
|
|
|
442
|
WealthStone
Columbus,
Ohio
|
$236K
|
+$223K
|
+2,567
|
New
|
|
|
443
|
Transcend Capital Advisors
Madison,
New Jersey
|
$235K
|
-$148K
|
-1,703
|
-40%
|
|
|
444
|
Bray Capital Advisors
Naples,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
445
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
446
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$235K
|
+$222K
|
+2,545
|
New
|
|
|
447
|
Capital World Investors
Los Angeles,
California
|
$235K
|
+$222K
|
+2,549
|
New
|
|
|
448
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
449
|
Kanawha Capital Management
Richmond,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
450
|
KeyBank National Association
Cleveland,
Ohio
|
$231K
|
–
|
–
|
–
|
|
