|
201
|
Advisor OS
Chicago,
Illinois
|
$321K
|
–
|
–
|
–
|
|
|
202
|
D.A. Davidson & Co
Great Falls,
Montana
|
$317K
|
+$321K
|
+8,728
|
New
|
|
|
203
|
Teton Advisors
Rye,
New York
|
$316K
|
–
|
–
|
–
|
|
|
204
|
Stifel Financial
St. Louis,
Missouri
|
$315K
|
-$3.53K
|
-96
|
-1%
|
|
|
205
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$315K
|
+$54.6K
|
+1,482
|
+21%
|
|
|
206
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$307K
|
-$736
|
-20
|
-0.2%
|
|
|
207
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
208
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$307K
|
+$311K
|
+8,461
|
New
|
|
|
209
|
Franklin Resources
San Mateo,
California
|
$305K
|
–
|
–
|
–
|
|
|
210
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$302K
|
–
|
–
|
–
|
|
|
211
|
Rockefeller Capital Management
New York
|
$296K
|
+$166K
|
+4,502
|
+123%
|
|
|
212
|
Belpointe Asset Management
Reno,
Nevada
|
$290K
|
–
|
–
|
–
|
|
|
213
|
Chevy Chase Trust
Bethesda,
Maryland
|
$282K
|
–
|
–
|
–
|
|
|
214
|
Man Group
London,
United Kingdom
|
$282K
|
+$2.36K
|
+64
|
+0.8%
|
|
|
215
|
Cetera Advisor Networks
El Segundo,
California
|
$267K
|
+$271K
|
+7,367
|
New
|
|
|
216
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$261K
|
+$59K
|
+1,604
|
+29%
|
|
|
217
|
Lenox Wealth Advisors
New York
|
$250K
|
–
|
–
|
–
|
|
|
218
|
Shell Asset Management
The Hague,
Netherlands
|
$250K
|
+$1.29K
|
+35
|
+0.5%
|
|
|
219
|
Lido Advisors
Los Angeles,
California
|
$249K
|
-$1.66K
|
-45
|
-0.7%
|
|
|
220
|
Inspire Investing
Meridian,
Idaho
|
$247K
|
-$4.2K
|
-114
|
-2%
|
|
|
221
|
Coldstream Capital Management
Bellevue,
Washington
|
$245K
|
+$249K
|
+6,759
|
New
|
|
|
222
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$243K
|
-$27K
|
-734
|
-10%
|
|
|
223
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$243K
|
+$2.28K
|
+62
|
+0.9%
|
|
|
224
|
Shelton Capital Management
Denver,
Colorado
|
$241K
|
–
|
–
|
–
|
|
|
225
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$234K
|
+$237K
|
+6,447
|
New
|
|
