|
201
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$465K
|
+$34.9K
|
+2,066
|
+8%
|
|
|
202
|
Algert Global
San Francisco,
California
|
$465K
|
-$363K
|
-21,480
|
-44%
|
|
|
203
|
JT Stratford LLC
Gainesville,
Georgia
|
$451K
|
+$26.9K
|
+1,593
|
+6%
|
|
|
204
|
Triumph Capital Management
Denver,
Colorado
|
$446K
|
+$448K
|
+26,476
|
New
|
|
|
205
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$445K
|
–
|
–
|
–
|
|
|
206
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$440K
|
-$18.1K
|
-1,068
|
-4%
|
|
|
207
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$428K
|
-$44.5K
|
-2,630
|
-9%
|
|
|
208
|
Westwood Holdings Group
Dallas,
Texas
|
$422K
|
+$423K
|
+25,000
|
New
|
|
|
209
|
Dupont Capital Management
Wilmington,
Delaware
|
$417K
|
+$418K
|
+24,707
|
New
|
|
|
210
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$409K
|
-$973K
|
-57,512
|
-70%
|
|
|
211
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$408K
|
+$95.9K
|
+5,672
|
+31%
|
|
|
212
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$406K
|
–
|
–
|
–
|
|
|
213
|
Nissay Asset Management
Tokyo,
Japan
|
$401K
|
+$2.64K
|
+156
|
+0.7%
|
|
|
214
|
United Services Automobile Association
San Antonio,
Texas
|
$398K
|
–
|
–
|
–
|
|
|
215
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$386K
|
+$48.7K
|
+2,882
|
+14%
|
|
|
216
|
Truist Financial
Charlotte,
North Carolina
|
$383K
|
+$74.4K
|
+4,401
|
+24%
|
|
|
217
|
Pearl River Capital
Niles,
Michigan
|
$378K
|
-$89.8K
|
-5,306
|
-19%
|
|
|
218
|
American Century Companies
Kansas City,
Missouri
|
$377K
|
+$132K
|
+7,801
|
+54%
|
|
|
219
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$359K
|
-$187K
|
-11,064
|
-34%
|
|
|
220
|
KeyBank National Association
Cleveland,
Ohio
|
$357K
|
–
|
–
|
–
|
|
|
221
|
Koshinski Asset Management
Decatur,
Illinois
|
$353K
|
-$113K
|
-6,694
|
-24%
|
|
|
222
|
Castleview Partners
Dallas,
Texas
|
$350K
|
+$271
|
+16
|
+0.1%
|
|
|
223
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$349K
|
-$191K
|
-11,320
|
-35%
|
|
|
224
|
Mission Wealth Management
Santa Barbara,
California
|
$349K
|
+$350K
|
+20,676
|
New
|
|
|
225
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$348K
|
+$507
|
+30
|
+0.1%
|
|
