|
501
|
Kestra Private Wealth Services
Austin,
Texas
|
$224K
|
+$196K
|
+2,383
|
New
|
|
|
502
|
Private Advisory Group
Redmond,
Washington
|
$218K
|
+$191K
|
+2,320
|
New
|
|
|
503
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$217K
|
+$105K
|
+1,273
|
+122%
|
|
|
504
|
Focused Wealth Management
Newburgh,
New York
|
$214K
|
+$77K
|
+935
|
+70%
|
|
|
505
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$212K
|
+$186K
|
+2,254
|
New
|
|
|
506
|
IHT Wealth Management
Chicago,
Illinois
|
$211K
|
+$185K
|
+2,246
|
New
|
|
|
507
|
Wilkinson Global Asset Management
New York
|
$211K
|
+$185K
|
+2,250
|
New
|
|
|
508
|
Welch Group
Birmingham,
Alabama
|
$210K
|
+$184K
|
+2,239
|
New
|
|
|
509
|
Corient Capital Partners
Newport Beach,
California
|
$208K
|
+$183K
|
+2,223
|
New
|
|
|
510
|
Horizon Investments
Charlotte,
North Carolina
|
$208K
|
+$183K
|
+2,226
|
New
|
|
|
511
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$205K
|
-$561K
|
-6,813
|
-76%
|
|
|
512
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$202K
|
+$178K
|
+2,155
|
New
|
|
|
513
|
Concord Wealth Partners
Abingdon,
Virginia
|
$194K
|
-$76K
|
-922
|
-31%
|
|
|
514
|
WestEnd Advisors
Charlotte,
North Carolina
|
$187K
|
–
|
–
|
–
|
|
|
515
|
Advisory Services Network
Atlanta,
Georgia
|
$185K
|
+$162K
|
+1,961
|
New
|
|
|
516
|
Rockbridge Investment Management
Syracuse,
New York
|
$174K
|
+$43.5K
|
+528
|
+40%
|
|
|
517
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$169K
|
–
|
–
|
–
|
|
|
518
|
Steward Partners Investment Advisory
New York
|
$165K
|
-$742
|
-9
|
-0.5%
|
|
|
519
|
Investment Counselors of Maryland
Baltimore,
Maryland
|
$159K
|
+$18.1K
|
+220
|
+15%
|
|
|
520
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$152K
|
+$133K
|
+1,615
|
New
|
|
|
521
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$151K
|
+$32.7K
|
+397
|
+33%
|
|
|
522
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$145K
|
–
|
–
|
–
|
|
|
523
|
James Investment Research
Alpha,
Ohio
|
$143K
|
-$31.2K
|
-379
|
-20%
|
|
|
524
|
Geneos Wealth Management
Englewood,
Colorado
|
$143K
|
-$18.5K
|
-225
|
-14%
|
|
|
525
|
American Portfolios Advisors
Holbrook,
New York
|
$139K
|
+$6.51K
|
+79
|
+6%
|
|
