|
251
|
First National Trust
Hermitage,
Pennsylvania
|
$851K
|
–
|
–
|
–
|
|
|
252
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$848K
|
-$74K
|
-1,445
|
-9%
|
|
|
253
|
Quantessence Capital
New York
|
$825K
|
+$745K
|
+14,547
|
New
|
|
|
254
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$812K
|
-$15.1K
|
-295
|
-2%
|
|
|
255
|
Life Line Wealth Management
Beverly Hills,
California
|
$794K
|
–
|
–
|
–
|
|
|
256
|
Concurrent Investment Advisors
Tampa,
Florida
|
$793K
|
+$12.9K
|
+252
|
+2%
|
|
|
257
|
QRG Capital Management
Chicago,
Illinois
|
$785K
|
-$8.56M
|
-166,996
|
-92%
|
|
|
258
|
Jennison Associates
New York
|
$776K
|
+$701K
|
+13,684
|
New
|
|
|
259
|
Perigon Wealth Management
San Francisco,
California
|
$774K
|
-$40.6K
|
-792
|
-5%
|
|
|
260
|
Allspring Global Investments
Charlotte,
North Carolina
|
$768K
|
-$175K
|
-3,423
|
-20%
|
|
|
261
|
Atria Investments
Charlotte,
North Carolina
|
$745K
|
+$673K
|
+13,132
|
New
|
|
|
262
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$724K
|
+$236K
|
+4,603
|
+56%
|
|
|
263
|
Polen Capital Management
Boca Raton,
Florida
|
$716K
|
-$67.9K
|
-1,325
|
-9%
|
|
|
264
|
Diligent Investors
Redlands,
California
|
$712K
|
+$102
|
+2
|
+0%
|
|
|
265
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$701K
|
+$120K
|
+2,338
|
+23%
|
|
|
266
|
Keebeck Wealth Management
Chicago,
Illinois
|
$692K
|
+$88.6K
|
+1,730
|
+17%
|
|
|
267
|
XTX Topco
George Town,
Cayman Islands
|
$690K
|
+$337K
|
+6,573
|
+118%
|
|
|
268
|
Brookstone Capital Management
Wheaton,
Illinois
|
$663K
|
+$599K
|
+11,682
|
New
|
|
|
269
|
Crossmark Global Holdings
Houston,
Texas
|
$662K
|
+$31K
|
+605
|
+5%
|
|
|
270
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$654K
|
-$176K
|
-3,442
|
-23%
|
|
|
271
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$653K
|
+$590K
|
+11,513
|
New
|
|
|
272
|
M&T Bank
Buffalo,
New York
|
$652K
|
-$1.59K
|
-31
|
-0.3%
|
|
|
273
|
Citizens Financial Group
Providence,
Rhode Island
|
$635K
|
+$144K
|
+2,818
|
+34%
|
|
|
274
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$626K
|
-$2.08M
|
-40,516
|
-79%
|
|
|
275
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$614K
|
-$178K
|
-3,476
|
-24%
|
|
