|
226
|
Woodline Partners
San Francisco,
California
|
$687K
|
+$24K
|
+936
|
+3%
|
|
|
227
|
Kingswood Wealth Advisors
San Diego,
California
|
$686K
|
+$791K
|
+30,795
|
New
|
|
|
228
|
Advocate Investing Services
Woodbine,
Maryland
|
$673K
|
+$345K
|
+13,432
|
+80%
|
|
|
229
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$664K
|
+$30K
|
+1,170
|
+4%
|
|
|
230
|
Inspire Investing
Meridian,
Idaho
|
$658K
|
+$456K
|
+17,778
|
+151%
|
|
|
231
|
William Blair & Company
Chicago,
Illinois
|
$654K
|
+$75.1K
|
+2,926
|
+11%
|
|
|
232
|
Redwood Investment Management
Scottsdale,
Arizona
|
$643K
|
+$741K
|
+28,878
|
New
|
|
|
233
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$642K
|
-$191K
|
-7,456
|
-21%
|
|
|
234
|
Kentucky Retirement Systems
Frankfort,
Kentucky
|
$642K
|
+$68.1K
|
+2,652
|
+22%
|
|
|
235
|
Spirepoint Private Client
Vero Beach,
Florida
|
$637K
|
-$12.1K
|
-472
|
-2%
|
|
|
236
|
Kestra Advisory Services
Austin,
Texas
|
$621K
|
+$232K
|
+9,034
|
+48%
|
|
|
237
|
NEOS Investment Management
Westport,
Connecticut
|
$616K
|
+$276K
|
+10,734
|
+63%
|
|
|
238
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$612K
|
+$20.6K
|
+803
|
+3%
|
|
|
239
|
Neuberger Berman Group
New York
|
$611K
|
+$53.9K
|
+2,098
|
+8%
|
|
|
240
|
Personal CFO Solutions
Chester,
New Jersey
|
$607K
|
+$487K
|
+18,985
|
+229%
|
|
|
241
|
Franklin Resources
San Mateo,
California
|
$589K
|
+$13.8K
|
+539
|
+2%
|
|
|
242
|
D.A. Davidson & Co
Great Falls,
Montana
|
$586K
|
+$676K
|
+26,334
|
New
|
|
|
243
|
Midwest Trust
Overland Park,
Kansas
|
$581K
|
-$33K
|
-1,285
|
-5%
|
|
|
244
|
Schroder Investment Management Group
London,
United Kingdom
|
$573K
|
+$663K
|
+25,817
|
New
|
|
|
245
|
Vise Technologies
New York
|
$572K
|
–
|
–
|
–
|
|
|
246
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$561K
|
-$43.6K
|
-1,700
|
-6%
|
|
|
247
|
Investors Research Corp
Atlanta,
Georgia
|
$560K
|
-$1.93K
|
-75
|
-0.3%
|
|
|
248
|
Corient Private Wealth
Miami,
Florida
|
$559K
|
+$6.47K
|
+252
|
+0.9%
|
|
|
249
|
Beacon Pointe Advisors
Newport Beach,
California
|
$557K
|
+$643K
|
+25,031
|
New
|
|
|
250
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$554K
|
+$202K
|
+7,853
|
+42%
|
|
