|
401
|
Chevy Chase Trust
Bethesda,
Maryland
|
$264K
|
-$22.6K
|
-724
|
-8%
|
|
|
402
|
King Wealth Management Group
Naples,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
403
|
|
$262K
|
–
|
–
|
–
|
|
|
404
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$262K
|
+$29.9K
|
+957
|
+14%
|
|
|
405
|
Dowling & Yahnke
San Diego,
California
|
$261K
|
-$8.12K
|
-260
|
-3%
|
|
|
406
|
CIBC Bank USA
Chicago,
Illinois
|
$261K
|
-$4.78K
|
-153
|
-2%
|
|
|
407
|
Corient Capital Partners
Newport Beach,
California
|
$258K
|
+$39.6K
|
+1,268
|
+19%
|
|
|
408
|
Prelude Capital Management
New York
|
$256K
|
+$198K
|
+6,334
|
+432%
|
|
|
409
|
Huntington National Bank
Columbus,
Ohio
|
$253K
|
-$89.4K
|
-2,863
|
-27%
|
|
|
410
|
TD Private Client Wealth
New York
|
$251K
|
+$238K
|
+7,641
|
New
|
|
|
411
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$249K
|
-$15.1K
|
-484
|
-6%
|
|
|
412
|
First Nebraska Trust
Lincoln,
Nebraska
|
$239K
|
–
|
–
|
–
|
|
|
413
|
Moors & Cabot
Boston,
Massachusetts
|
$226K
|
-$14K
|
-450
|
-6%
|
|
|
414
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$226K
|
+$215K
|
+6,900
|
New
|
|
|
415
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$223K
|
–
|
–
|
–
|
|
|
416
|
Mather Group
Chicago,
Illinois
|
$219K
|
+$209K
|
+6,684
|
New
|
|
|
417
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$217K
|
-$4.53K
|
-145
|
-2%
|
|
|
418
|
Mercer Global Advisors
Denver,
Colorado
|
$216K
|
-$28.4K
|
-909
|
-12%
|
|
|
419
|
Voya Financial Advisors
Windsor,
Connecticut
|
$214K
|
+$204K
|
+6,538
|
New
|
|
|
420
|
Morningstar Investment Services
Chicago,
Illinois
|
$212K
|
-$38.2K
|
-1,225
|
-16%
|
|
|
421
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
422
|
|
$210K
|
+$200K
|
+6,400
|
New
|
|
|
423
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$209K
|
-$106K
|
-3,400
|
-35%
|
|
|
424
|
Evercore Wealth Management
New York
|
$207K
|
+$197K
|
+6,310
|
New
|
|
|
425
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$202K
|
+$192K
|
+6,162
|
New
|
|
