|
201
|
Fidelity Investments
Boston,
Massachusetts
|
$325K
|
-$52M
|
-634,501
|
-99%
|
|
|
202
|
Curi RMB Capital
Chicago,
Illinois
|
$323K
|
–
|
–
|
–
|
|
|
203
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$320K
|
+$32.4K
|
+395
|
+10%
|
|
|
204
|
Equitable Holdings
New York
|
$307K
|
–
|
–
|
–
|
|
|
205
|
Creative Planning
Overland Park,
Kansas
|
$302K
|
+$324K
|
+3,955
|
New
|
|
|
206
|
First Bank & Trust
Brookings,
South Dakota
|
$294K
|
–
|
–
|
–
|
|
|
207
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$289K
|
+$41.9K
|
+511
|
+16%
|
|
|
208
|
BluePath Capital Management
Atlanta,
Georgia
|
$288K
|
+$309K
|
+3,773
|
New
|
|
|
209
|
Two Sigma Advisers
New York
|
$282K
|
+$303K
|
+3,700
|
New
|
|
|
210
|
Moran Wealth Management
Naples,
Florida
|
$263K
|
-$29.5K
|
-360
|
-9%
|
|
|
211
|
Marco Investment Management
Atlanta,
Georgia
|
$263K
|
–
|
–
|
–
|
|
|
212
|
Xponance
Philadelphia,
Pennsylvania
|
$254K
|
+$4.67K
|
+57
|
+2%
|
|
|
213
|
Mariner
Overland Park,
Kansas
|
$253K
|
+$33K
|
+403
|
+14%
|
|
|
214
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$253K
|
-$12K
|
-146
|
-4%
|
|
|
215
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$250K
|
+$20.7K
|
+252
|
+8%
|
|
|
216
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$244K
|
+$262K
|
+3,200
|
New
|
|
|
217
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
218
|
Mirabella Financial Services
London,
United Kingdom
|
$241K
|
+$259K
|
+3,164
|
New
|
|
|
219
|
OneAscent Financial Services
Birmingham,
Alabama
|
$235K
|
+$252K
|
+3,080
|
New
|
|
|
220
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$229K
|
+$12.8K
|
+156
|
+5%
|
|
|
221
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$229K
|
+$12.8K
|
+156
|
+5%
|
|
|
222
|
Argent Trust Co
Nashville,
Tennessee
|
$227K
|
–
|
–
|
–
|
|
|
223
|
Steward Partners Investment Advisory
New York
|
$224K
|
+$56.1K
|
+684
|
+30%
|
|
|
224
|
Magnetar Financial
Evanston,
Illinois
|
$223K
|
+$239K
|
+2,920
|
New
|
|
|
225
|
Advisory Services Network
Atlanta,
Georgia
|
$223K
|
-$92.9K
|
-1,134
|
-28%
|
|
