|
251
|
Pasadena Private Wealth
Pasadena,
California
|
$799K
|
+$34.4K
|
+987
|
+5%
|
|
|
252
|
Xponance
Philadelphia,
Pennsylvania
|
$769K
|
+$19.1K
|
+549
|
+3%
|
|
|
253
|
Rockefeller Capital Management
New York
|
$763K
|
+$91.6K
|
+2,626
|
+14%
|
|
|
254
|
WESPAC Advisors
Orinda,
California
|
$724K
|
-$35.7K
|
-1,024
|
-5%
|
|
|
255
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$715K
|
+$292K
|
+8,377
|
+73%
|
|
|
256
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$714K
|
-$131K
|
-3,748
|
-16%
|
|
|
257
|
New York Life Investment Management
New York
|
$706K
|
+$6.35K
|
+182
|
+0.9%
|
|
|
258
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$696K
|
+$27.3K
|
+784
|
+4%
|
|
|
259
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$683K
|
–
|
–
|
–
|
|
|
260
|
Everhart Financial Group
Dublin,
Ohio
|
$682K
|
+$115K
|
+3,309
|
+21%
|
|
|
261
|
Moody National Bank Trust Division
Galveston,
Texas
|
$681K
|
–
|
–
|
–
|
|
|
262
|
Commerce Bank
Kansas City,
Missouri
|
$670K
|
-$40.4K
|
-1,158
|
-6%
|
|
|
263
|
Pennington Partners & Co
Bethesda,
Maryland
|
$658K
|
–
|
–
|
–
|
|
|
264
|
Merit Financial Group
Alpharetta,
Georgia
|
$658K
|
+$33.4K
|
+958
|
+6%
|
|
|
265
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$649K
|
+$20.6K
|
+591
|
+3%
|
|
|
266
|
TownSquare Capital
Provo,
Utah
|
$638K
|
+$344K
|
+9,871
|
+127%
|
|
|
267
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$616K
|
+$65K
|
+1,863
|
+12%
|
|
|
268
|
Coppell Advisory Solutions
Coppell,
Texas
|
$614K
|
+$3.7K
|
+106
|
+0.6%
|
|
|
269
|
Kaizen Financial Strategies
Campbell,
California
|
$596K
|
-$7.08K
|
-203
|
-1%
|
|
|
270
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$595K
|
-$72.2K
|
-2,070
|
-11%
|
|
|
271
|
Kestra Private Wealth Services
Austin,
Texas
|
$589K
|
+$328K
|
+9,410
|
+136%
|
|
|
272
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$587K
|
+$45.2K
|
+1,295
|
+9%
|
|
|
273
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$576K
|
+$108K
|
+3,099
|
+24%
|
|
|
274
|
Naples Global Advisors
Naples,
Florida
|
$547K
|
+$17.4K
|
+500
|
+3%
|
|
|
275
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$547K
|
+$120K
|
+3,446
|
+29%
|
|
