|
351
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.48M
|
-$5.42M
|
-110,200
|
-75%
|
|
|
352
|
TIAA FSB
Jacksonville,
Florida
|
$1.48M
|
+$77.3K
|
+1,571
|
+5%
|
|
|
353
|
Rockefeller Capital Management
New York
|
$1.47M
|
-$22.3M
|
-453,536
|
-93%
|
|
|
354
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.45M
|
-$166K
|
-3,378
|
-9%
|
|
|
355
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.44M
|
+$1.48M
|
+30,103
|
+612%
|
|
|
356
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.44M
|
+$8.95K
|
+182
|
+0.5%
|
|
|
357
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.43M
|
-$44.2K
|
-898
|
-3%
|
|
|
358
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.41M
|
+$107K
|
+2,174
|
+7%
|
|
|
359
|
Appleton Partners
Boston,
Massachusetts
|
$1.39M
|
-$162K
|
-3,295
|
-9%
|
|
|
360
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.38M
|
-$470K
|
-9,549
|
-22%
|
|
|
361
|
Bernzott Capital Advisors
Camarillo,
California
|
$1.37M
|
-$34.4K
|
-700
|
-2%
|
|
|
362
|
KWMG LLC
Overland Park,
Kansas
|
$1.37M
|
+$479K
|
+9,735
|
+41%
|
|
|
363
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.36M
|
+$20.6K
|
+418
|
+1%
|
|
|
364
|
Merriman Wealth Management
Seattle,
Washington
|
$1.34M
|
+$390K
|
+7,927
|
+32%
|
|
|
365
|
Middleton & Co
Boston,
Massachusetts
|
$1.32M
|
+$88.5K
|
+1,800
|
+6%
|
|
|
366
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$1.32M
|
+$1.58M
|
+32,181
|
New
|
|
|
367
|
SlateStone Wealth
Jupiter,
Florida
|
$1.32M
|
-$9.13M
|
-185,620
|
-85%
|
|
|
368
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.29M
|
-$1.61M
|
-32,722
|
-51%
|
|
|
369
|
Boston Financial Management
Boston,
Massachusetts
|
$1.29M
|
-$420K
|
-8,545
|
-21%
|
|
|
370
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.28M
|
+$85.4K
|
+1,737
|
+6%
|
|
|
371
|
Carret Asset Management
New York
|
$1.26M
|
+$170K
|
+3,458
|
+13%
|
|
|
372
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.25M
|
-$125K
|
-2,533
|
-8%
|
|
|
373
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.25M
|
–
|
–
|
–
|
|
|
374
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.25M
|
+$92.5K
|
+1,880
|
+7%
|
|
|
375
|
Corient Capital Partners
Newport Beach,
California
|
$1.24M
|
–
|
–
|
–
|
|
