|
251
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$706K
|
–
|
–
|
–
|
|
|
252
|
BOK Financial
Tulsa,
Oklahoma
|
$705K
|
-$30.5K
|
-430
|
-4%
|
|
|
253
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$702K
|
+$254K
|
+3,580
|
+56%
|
|
|
254
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$697K
|
-$76.2K
|
-1,074
|
-10%
|
|
|
255
|
Essential Partners
Rancho Santa Fe,
California
|
$694K
|
+$697K
|
+9,824
|
New
|
|
|
256
|
Wedbush Securities
Los Angeles,
California
|
$692K
|
+$121K
|
+1,705
|
+21%
|
|
|
257
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$687K
|
+$13.4K
|
+189
|
+2%
|
|
|
258
|
EP Wealth Advisors
Torrance,
California
|
$681K
|
+$140K
|
+1,979
|
+26%
|
|
|
259
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$676K
|
-$294K
|
-4,145
|
-30%
|
|
|
260
|
Voleon Capital Management
Berkeley,
California
|
$664K
|
-$616K
|
-8,687
|
-48%
|
|
|
261
|
WesBanco Bank
Wheeling,
West Virginia
|
$658K
|
–
|
–
|
–
|
|
|
262
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$650K
|
+$144K
|
+2,031
|
+28%
|
|
|
263
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$650K
|
-$639K
|
-9,000
|
-49%
|
|
|
264
|
Farther Finance Advisors
San Francisco,
California
|
$629K
|
-$46.1K
|
-650
|
-7%
|
|
|
265
|
Fox Run Management
Greenwich,
Connecticut
|
$628K
|
-$740K
|
-10,432
|
-54%
|
|
|
266
|
Sylvest Advisors
Dallas,
Texas
|
$620K
|
+$121K
|
+1,709
|
+24%
|
|
|
267
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$616K
|
-$186K
|
-2,616
|
-23%
|
|
|
268
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$615K
|
–
|
–
|
–
|
|
|
269
|
Curated Wealth Partners
El Segundo,
California
|
$609K
|
–
|
–
|
–
|
|
|
270
|
State of Wyoming
Cheyenne,
Wyoming
|
$608K
|
+$384K
|
+5,415
|
+170%
|
|
|
271
|
Capital World Investors
Los Angeles,
California
|
$596K
|
+$598K
|
+8,428
|
New
|
|
|
272
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$592K
|
–
|
–
|
–
|
|
|
273
|
Scientech Research LLC
Jersey City,
New Jersey
|
$591K
|
-$122K
|
-1,717
|
-17%
|
|
|
274
|
Focus Partners Wealth
Boston,
Massachusetts
|
$588K
|
+$52.3K
|
+737
|
+10%
|
|
|
275
|
Beacon Pointe Advisors
Newport Beach,
California
|
$585K
|
+$993
|
+14
|
+0.2%
|
|
