|
226
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$703K
|
+$709K
|
+20,782
|
New
|
|
|
227
|
CM Wealth Advisors
Beachwood,
Ohio
|
$703K
|
+$723K
|
+21,198
|
New
|
|
|
228
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$702K
|
-$14.2K
|
-415
|
-2%
|
|
|
229
|
M&T Bank
Buffalo,
New York
|
$698K
|
+$36.7K
|
+1,077
|
+6%
|
|
|
230
|
Principal Financial Group
Des Moines,
Iowa
|
$695K
|
+$301K
|
+8,837
|
+75%
|
|
|
231
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$694K
|
+$375
|
+11
|
+0.1%
|
|
|
232
|
TownSquare Capital
Provo,
Utah
|
$682K
|
+$63K
|
+1,846
|
+10%
|
|
|
233
|
Nissay Asset Management
Tokyo,
Japan
|
$673K
|
+$14.2K
|
+416
|
+2%
|
|
|
234
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$667K
|
-$14K
|
-409
|
-2%
|
|
|
235
|
VanEck Associates
New York
|
$667K
|
+$34.9K
|
+1,022
|
+5%
|
|
|
236
|
Kaizen Financial Strategies
Campbell,
California
|
$661K
|
-$716
|
-21
|
-0.1%
|
|
|
237
|
William Blair & Company
Chicago,
Illinois
|
$658K
|
+$239
|
+7
|
+0%
|
|
|
238
|
Empirical Wealth Management
Seattle,
Washington
|
$655K
|
–
|
–
|
–
|
|
|
239
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$655K
|
+$9.07K
|
+266
|
+1%
|
|
|
240
|
Brown Advisory
Baltimore,
Maryland
|
$650K
|
+$27.3K
|
+801
|
+4%
|
|
|
241
|
Amalgamated Bank
New York
|
$645K
|
-$157K
|
-4,603
|
-19%
|
|
|
242
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$639K
|
–
|
–
|
–
|
|
|
243
|
Snowden Capital Advisors
New York
|
$632K
|
+$19.5K
|
+573
|
+3%
|
|
|
244
|
Dearborn Partners
Chicago,
Illinois
|
$628K
|
-$3K
|
-88
|
-0.5%
|
|
|
245
|
Cresset Asset Management
Chicago,
Illinois
|
$594K
|
-$216K
|
-6,342
|
-27%
|
|
|
246
|
Coppell Advisory Solutions
Coppell,
Texas
|
$563K
|
-$20.8K
|
-610
|
-3%
|
|
|
247
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$563K
|
-$20.8K
|
-610
|
-3%
|
|
|
248
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$553K
|
-$404K
|
-11,842
|
-42%
|
|
|
249
|
Truist Financial
Charlotte,
North Carolina
|
$546K
|
+$51.9K
|
+1,520
|
+10%
|
|
|
250
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$543K
|
+$2.25K
|
+66
|
+0.4%
|
|
