|
501
|
WD Rutherford
Portland,
Oregon
|
$330K
|
-$17.3K
|
-180
|
-6%
|
|
|
502
|
Private Advisor Group
Morristown,
New Jersey
|
$329K
|
+$62.5K
|
+649
|
+27%
|
|
|
503
|
Mather Group
Chicago,
Illinois
|
$325K
|
+$21.6K
|
+224
|
+8%
|
|
|
504
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$324K
|
–
|
–
|
–
|
|
|
505
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$324K
|
–
|
–
|
–
|
|
|
506
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$324K
|
+$43.5K
|
+452
|
+18%
|
|
|
507
|
Bellwether Advisors
Lincoln,
Nebraska
|
$321K
|
+$96
|
+1
|
+0%
|
|
|
508
|
Penserra Capital Management
Orinda,
California
|
$319K
|
-$29.9K
|
-310
|
-9%
|
|
|
509
|
Kestra Private Wealth Services
Austin,
Texas
|
$315K
|
+$5.1K
|
+53
|
+2%
|
|
|
510
|
Scott Capital Advisors
Portland,
Oregon
|
$315K
|
–
|
–
|
–
|
|
|
511
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$315K
|
+$5.87K
|
+61
|
+2%
|
|
|
512
|
Symmetry Partners
Glastonbury,
Connecticut
|
$312K
|
+$1.83K
|
+19
|
+0.7%
|
|
|
513
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$311K
|
-$10.4K
|
-108
|
-4%
|
|
|
514
|
James Investment Research
Alpha,
Ohio
|
$309K
|
+$275K
|
+2,860
|
New
|
|
|
515
|
Arax Advisory Partners
Denver,
Colorado
|
$307K
|
+$22.1K
|
+230
|
+9%
|
|
|
516
|
IFP Advisors
Tampa,
Florida
|
$307K
|
-$26.3K
|
-273
|
-9%
|
|
|
517
|
Montag & Associates
Atlanta,
Georgia
|
$303K
|
+$43.3K
|
+450
|
+19%
|
|
|
518
|
Mattern Wealth Management
Lawrence,
Kansas
|
$299K
|
–
|
–
|
–
|
|
|
519
|
Systematic Portfolios
New York
|
$298K
|
+$266K
|
+2,759
|
New
|
|
|
520
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$298K
|
-$16.8K
|
-174
|
-6%
|
|
|
521
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$293K
|
-$94.3K
|
-979
|
-27%
|
|
|
522
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$285K
|
–
|
–
|
–
|
|
|
523
|
SL Advisors
Westfield,
New Jersey
|
$284K
|
-$83.6K
|
-868
|
-25%
|
|
|
524
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$281K
|
-$3.05M
|
-31,700
|
-92%
|
|
|
525
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$281K
|
–
|
–
|
–
|
|
