|
251
|
United Capital Financial Advisors
Irving,
Texas
|
$451K
|
+$59.5K
|
+8,107
|
+17%
|
|
|
252
|
Choreo LLC
Rockford,
Illinois
|
$440K
|
+$25.7K
|
+3,501
|
+7%
|
|
|
253
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$436K
|
–
|
–
|
–
|
|
|
254
|
|
$435K
|
-$116K
|
-15,771
|
-23%
|
|
|
255
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$427K
|
+$1.04K
|
+142
|
+0.3%
|
|
|
256
|
Summit Trail Advisors
New York
|
$415K
|
+$379K
|
+51,567
|
New
|
|
|
257
|
Park Avenue Securities
New York
|
$411K
|
-$65.8K
|
-8,968
|
-15%
|
|
|
258
|
M&T Bank
Buffalo,
New York
|
$411K
|
-$102K
|
-13,883
|
-21%
|
|
|
259
|
Hollencrest Capital Management
Newport Beach,
California
|
$407K
|
+$371K
|
+50,500
|
+30,793%
|
|
|
260
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$404K
|
+$369K
|
+50,300
|
New
|
|
|
261
|
Diversified Trust
Memphis,
Tennessee
|
$400K
|
+$360
|
+49
|
+0.1%
|
|
|
262
|
Focused Alpha LLC
Denver,
Colorado
|
$399K
|
+$40.9K
|
+5,569
|
+13%
|
|
|
263
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$396K
|
+$29.8K
|
+4,052
|
+9%
|
|
|
264
|
Kestra Private Wealth Services
Austin,
Texas
|
$374K
|
+$15.8K
|
+2,149
|
+5%
|
|
|
265
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$369K
|
+$337K
|
+45,895
|
New
|
|
|
266
|
PFG Investments
Woodbury,
New York
|
$364K
|
+$32.5K
|
+4,428
|
+11%
|
|
|
267
|
First Interstate Bank
Billings,
Montana
|
$362K
|
–
|
–
|
–
|
|
|
268
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$362K
|
+$330K
|
+45,000
|
New
|
|
|
269
|
Concurrent Investment Advisors
Tampa,
Florida
|
$360K
|
+$57.1K
|
+7,777
|
+21%
|
|
|
270
|
Clearstead Advisors
Cleveland,
Ohio
|
$348K
|
+$318K
|
+43,286
|
New
|
|
|
271
|
Aspiriant LLC
Los Angeles,
California
|
$347K
|
+$147K
|
+20,034
|
+86%
|
|
|
272
|
Parallel Advisors
San Francisco,
California
|
$347K
|
+$90.8K
|
+12,364
|
+40%
|
|
|
273
|
Merit Financial Group
Alpharetta,
Georgia
|
$345K
|
+$226K
|
+30,812
|
+255%
|
|
|
274
|
Frank Rimerman Advisors
Palo Alto,
California
|
$344K
|
-$2.83K
|
-386
|
-0.9%
|
|
|
275
|
Trek Financial
Scottsdale,
Arizona
|
$343K
|
+$46.6K
|
+6,346
|
+17%
|
|
