|
276
|
Confluence Investment Management
St. Louis,
Missouri
|
$659K
|
+$12K
|
+274
|
+2%
|
|
|
277
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$639K
|
-$2.14K
|
-49
|
-0.4%
|
|
|
278
|
WR Wealth Planners
Columbia,
Missouri
|
$631K
|
+$538K
|
+12,299
|
+1,545%
|
|
|
279
|
SVB Wealth
Boston,
Massachusetts
|
$628K
|
-$41K
|
-938
|
-7%
|
|
|
280
|
Pembroke Management
Montreal,
Quebec, Canada
|
$625K
|
–
|
–
|
–
|
|
|
281
|
United Services Automobile Association
San Antonio,
Texas
|
$620K
|
-$424K
|
-9,709
|
-43%
|
|
|
282
|
Argent Trust Co
Nashville,
Tennessee
|
$616K
|
–
|
–
|
–
|
|
|
283
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$611K
|
-$22.3K
|
-509
|
-4%
|
|
|
284
|
Antonetti Capital Management
Naples,
Florida
|
$602K
|
–
|
–
|
–
|
|
|
285
|
Cypress Wealth Services
Palm Desert,
California
|
$591K
|
-$12.2K
|
-280
|
-2%
|
|
|
286
|
Trust Company of Toledo
Holland,
Ohio
|
$588K
|
–
|
–
|
–
|
|
|
287
|
Fiduciary Trust
Boston,
Massachusetts
|
$586K
|
–
|
–
|
–
|
|
|
288
|
Evergreen Capital Management
Bellevue,
Washington
|
$577K
|
+$34.4K
|
+786
|
+7%
|
|
|
289
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$573K
|
–
|
–
|
–
|
|
|
290
|
Truist Financial
Charlotte,
North Carolina
|
$569K
|
-$13.4K
|
-306
|
-3%
|
|
|
291
|
MGO One Seven
Beachwood,
Ohio
|
$556K
|
-$1K
|
-23
|
-0.2%
|
|
|
292
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$556K
|
-$670K
|
-15,316
|
-57%
|
|
|
293
|
Cetera Advisor Networks
El Segundo,
California
|
$548K
|
+$3.98K
|
+91
|
+0.8%
|
|
|
294
|
Swiss Life Asset Management
Zurich,
|
$545K
|
+$9.05K
|
+207
|
+2%
|
|
|
295
|
SignatureFD
Atlanta,
Georgia
|
$538K
|
-$4.5K
|
-103
|
-0.9%
|
|
|
296
|
Pecaut & Co
Sioux City,
Iowa
|
$532K
|
+$109K
|
+2,500
|
+29%
|
|
|
297
|
Advisor Partners II
Walnut Creek,
California
|
$531K
|
+$178K
|
+4,069
|
+58%
|
|
|
298
|
Aire Advisors
Beverly Hills,
California
|
$530K
|
–
|
–
|
–
|
|
|
299
|
WNY Asset Management
Williamsville,
New York
|
$528K
|
-$67.5K
|
-1,545
|
-12%
|
|
|
300
|
Elevated Capital Advisors
Sandy,
Utah
|
$515K
|
-$89.6K
|
-2,050
|
-16%
|
|
