|
226
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$291K
|
-$111K
|
-2,374
|
-30%
|
|
|
227
|
|
$289K
|
+$252K
|
+5,402
|
New
|
|
|
228
|
Whittier Trust
South Pasadena,
California
|
$288K
|
+$12.1K
|
+260
|
+5%
|
|
|
229
|
Chelsea Counsel Company
Los Angeles,
California
|
$288K
|
–
|
–
|
–
|
|
|
230
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$286K
|
+$250K
|
+5,353
|
New
|
|
|
231
|
Truist Financial
Charlotte,
North Carolina
|
$285K
|
+$248K
|
+5,320
|
New
|
|
|
232
|
BSW Wealth Partners
Boulder,
Colorado
|
$281K
|
-$20.6K
|
-442
|
-8%
|
|
|
233
|
Charles Schwab
San Francisco,
California
|
$277K
|
+$241K
|
+5,173
|
New
|
|
|
234
|
Focus Financial Network
Minneapolis,
Minnesota
|
$277K
|
+$241K
|
+5,170
|
New
|
|
|
235
|
9258 Wealth Management
Blue Ash,
Ohio
|
$267K
|
+$233K
|
+5,000
|
New
|
|
|
236
|
Firsthand Capital Management
San Jose,
California
|
$267K
|
+$233K
|
+5,000
|
New
|
|
|
237
|
International Assets Investment Management
Orlando,
Florida
|
$256K
|
+$223K
|
+4,788
|
New
|
|
|
238
|
Private Advisor Group
Morristown,
New Jersey
|
$254K
|
+$221K
|
+4,741
|
New
|
|
|
239
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$252K
|
+$220K
|
+4,712
|
New
|
|
|
240
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$252K
|
+$220K
|
+4,712
|
New
|
|
|
241
|
Rockefeller Capital Management
New York
|
$249K
|
+$24.1K
|
+517
|
+12%
|
|
|
242
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$246K
|
+$215K
|
+4,600
|
New
|
|
|
243
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$232K
|
-$41.8K
|
-896
|
-17%
|
|
|
244
|
Prudential Financial
Newark,
New Jersey
|
$231K
|
+$202K
|
+4,323
|
New
|
|
|
245
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$231K
|
+$202K
|
+4,321
|
New
|
|
|
246
|
Csenge Advisory Group
Clearwater,
Florida
|
$226K
|
+$197K
|
+4,224
|
New
|
|
|
247
|
Sage Rhino Capital
Menlo Park,
California
|
$225K
|
+$197K
|
+4,213
|
New
|
|
|
248
|
Wealth Alliance
Mellville,
New York
|
$224K
|
+$195K
|
+4,185
|
New
|
|
|
249
|
Personal CFO Solutions
Chester,
New Jersey
|
$223K
|
+$195K
|
+4,173
|
New
|
|
|
250
|
Cutler Group
San Francisco,
California
|
$220K
|
+$179K
|
+3,827
|
+1,259%
|
|
