|
201
|
Confluence Investment Management
St. Louis,
Missouri
|
$884K
|
-$95.4K
|
-756
|
-9%
|
|
|
202
|
SimplyRich
Carlsbad,
California
|
$878K
|
-$26.1K
|
-207
|
-3%
|
|
|
203
|
MAI Capital Management
Independence,
Ohio
|
$844K
|
+$6.43K
|
+51
|
+0.7%
|
|
|
204
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$831K
|
+$19.3K
|
+153
|
+2%
|
|
|
205
|
Abbrea Capital
Greenbrae,
California
|
$827K
|
–
|
–
|
–
|
|
|
206
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$826K
|
-$15.1K
|
-120
|
-2%
|
|
|
207
|
CIBC World Market
Toronto,
Ontario, Canada
|
$818K
|
+$96.7K
|
+767
|
+12%
|
|
|
208
|
Capital World Investors
Los Angeles,
California
|
$802K
|
+$298K
|
+2,362
|
+50%
|
|
|
209
|
Wealthspire Advisors (New York)
New York
|
$797K
|
+$638K
|
+5,062
|
+235%
|
|
|
210
|
Cresset Asset Management
Chicago,
Illinois
|
$784K
|
+$35.6K
|
+282
|
+4%
|
|
|
211
|
Azzad Asset Management
Falls Church,
Virginia
|
$774K
|
-$1.04M
|
-8,224
|
-54%
|
|
|
212
|
Profund Advisors
Bethesda,
Maryland
|
$771K
|
-$270K
|
-2,137
|
-23%
|
|
|
213
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$762K
|
+$288K
|
+2,285
|
+50%
|
|
|
214
|
Parsec Financial Management
Asheville,
North Carolina
|
$752K
|
-$19K
|
-151
|
-2%
|
|
|
215
|
Eaton Vance Management
Boston,
Massachusetts
|
$746K
|
-$117K
|
-924
|
-12%
|
|
|
216
|
Wealth Alliance
Mellville,
New York
|
$744K
|
+$849K
|
+6,731
|
New
|
|
|
217
|
Checchi Capital Advisers
Beverly Hills,
California
|
$743K
|
-$28.1K
|
-223
|
-3%
|
|
|
218
|
Hancock Whitney
Gulfport,
Mississippi
|
$742K
|
+$210K
|
+1,662
|
+33%
|
|
|
219
|
BOK Financial
Tulsa,
Oklahoma
|
$730K
|
+$195K
|
+1,550
|
+31%
|
|
|
220
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$724K
|
+$139K
|
+1,099
|
+20%
|
|
|
221
|
WrapManager Inc
Mill Valley,
California
|
$723K
|
-$58.8K
|
-466
|
-7%
|
|
|
222
|
L.J. Altfest & Co
New York
|
$717K
|
+$17.7K
|
+140
|
+2%
|
|
|
223
|
ALPS Advisors
Denver,
Colorado
|
$713K
|
+$118K
|
+937
|
+17%
|
|
|
224
|
Burney Company
Reston,
Virginia
|
$705K
|
–
|
–
|
–
|
|
|
225
|
Summit Global Investments
Bountiful,
Utah
|
$698K
|
-$20.2K
|
-160
|
-2%
|
|
