|
201
|
Successful Portfolios
Clearwater,
Florida
|
$1.92M
|
-$29.4K
|
-1,395
|
-2%
|
|
|
202
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.91M
|
+$4.22K
|
+200
|
+0.2%
|
|
|
203
|
Summit Trail Advisors
New York
|
$1.86M
|
-$76.2K
|
-3,614
|
-4%
|
|
|
204
|
|
$1.85M
|
+$1.2M
|
+57,063
|
+161%
|
|
|
205
|
Vontobel Holding
Zurich,
Switzerland
|
$1.76M
|
-$219K
|
-10,372
|
-11%
|
|
|
206
|
|
$1.71M
|
+$1.8M
|
+85,175
|
New
|
|
|
207
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.69M
|
-$30.5K
|
-1,446
|
-2%
|
|
|
208
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.68M
|
-$11.8K
|
-560
|
-0.7%
|
|
|
209
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.66M
|
+$219K
|
+10,400
|
+14%
|
|
|
210
|
Diversify Wealth Management
Sandy,
Utah
|
$1.64M
|
-$164K
|
-7,768
|
-10%
|
|
|
211
|
Diversify Advisory Services
Sandy,
Utah
|
$1.64M
|
+$1.55M
|
+73,637
|
New
|
|
|
212
|
United Capital Financial Advisors
Irving,
Texas
|
$1.63M
|
-$84.7K
|
-4,019
|
-5%
|
|
|
213
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.63M
|
-$802K
|
-38,071
|
-32%
|
|
|
214
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$1.63M
|
+$1.47M
|
+69,706
|
+616%
|
|
|
215
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$1.6M
|
-$161K
|
-7,656
|
-9%
|
|
|
216
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.6M
|
-$321K
|
-15,233
|
-16%
|
|
|
217
|
Madison Asset Management
Madison,
Wisconsin
|
$1.59M
|
-$8.18K
|
-388
|
-0.5%
|
|
|
218
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.58M
|
+$183K
|
+8,664
|
+13%
|
|
|
219
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$1.58M
|
-$53.9K
|
-2,555
|
-3%
|
|
|
220
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.53M
|
+$178K
|
+8,459
|
+12%
|
|
|
221
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.52M
|
+$13.7K
|
+651
|
+0.9%
|
|
|
222
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.51M
|
+$1.58M
|
+75,118
|
New
|
|
|
223
|
Limestone Investment Advisors
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
224
|
|
$1.48M
|
+$1.56M
|
+73,882
|
New
|
|
|
225
|
Doliver Advisors
Houston,
Texas
|
$1.46M
|
-$59.6K
|
-2,829
|
-4%
|
|
