|
201
|
Independent Family Office
Albany,
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
202
|
Nomura Asset Management
Tokyo,
Japan
|
$1.23M
|
–
|
–
|
–
|
|
|
203
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.21M
|
-$1.02M
|
-4,741
|
-46%
|
|
|
204
|
Sweeney & Michel
Chico,
California
|
$1.19M
|
+$1.26M
|
+5,810
|
New
|
|
|
205
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$1.18M
|
+$216
|
+1
|
+0%
|
|
|
206
|
Neuberger Berman Group
New York
|
$1.18M
|
-$72.6K
|
-336
|
-6%
|
|
|
207
|
|
$1.17M
|
+$11K
|
+51
|
+1%
|
|
|
208
|
ROI Financial Advisors
Beaverton,
Oregon
|
$1.15M
|
-$52.9K
|
-245
|
-4%
|
|
|
209
|
CWA Asset Management Group
Naples,
Florida
|
$1.13M
|
+$130K
|
+601
|
+13%
|
|
|
210
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
211
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.11M
|
-$432
|
-2
|
-0%
|
|
|
212
|
Parallel Advisors
San Francisco,
California
|
$1.11M
|
+$28.1K
|
+130
|
+3%
|
|
|
213
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.08M
|
-$10.8K
|
-50
|
-1%
|
|
|
214
|
MAI Capital Management
Independence,
Ohio
|
$1.07M
|
-$11.2K
|
-52
|
-1%
|
|
|
215
|
Park Avenue Securities
New York
|
$1.06M
|
+$1.05M
|
+4,865
|
New
|
|
|
216
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.06M
|
-$19K
|
-88
|
-2%
|
|
|
217
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.04M
|
-$590K
|
-2,732
|
-36%
|
|
|
218
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.04M
|
-$492K
|
-2,275
|
-0.3%
|
|
|
219
|
Northern Trust
Chicago,
Illinois
|
$1.03M
|
-$40.2K
|
-186
|
-4%
|
|
|
220
|
SouthState Corp
Winter Haven,
Florida
|
$1M
|
+$80.8K
|
+374
|
+9%
|
|
|
221
|
Axxcess Wealth Management
Carlsbad,
California
|
$998K
|
-$608K
|
-2,813
|
-38%
|
|
|
222
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$995K
|
+$46K
|
+213
|
+5%
|
|
|
223
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$987K
|
+$958K
|
+4,433
|
+5,683%
|
|
|
224
|
Congress Wealth Management
Boston,
Massachusetts
|
$977K
|
-$425K
|
-1,967
|
-31%
|
|
|
225
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$974K
|
+$3.67K
|
+17
|
+0.4%
|
|
