|
1001
|
Straight Path Wealth Management
Jenison,
Michigan
|
$201K
|
+$178K
|
+4,000
|
New
|
|
|
1002
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$200K
|
+$177K
|
+3,994
|
New
|
|
|
1003
|
NCM Capital Management
Ramsey,
New Jersey
|
$200K
|
+$177K
|
+3,992
|
New
|
|
|
1004
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$200K
|
+$177K
|
+3,986
|
New
|
|
|
1005
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
1006
|
State of Wyoming
Cheyenne,
Wyoming
|
$198K
|
-$21.6K
|
-487
|
-11%
|
|
|
1007
|
Virtus ETF Advisers
New York
|
$198K
|
-$19.1K
|
-431
|
-10%
|
|
|
1008
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$197K
|
+$174K
|
+3,925
|
New
|
|
|
1009
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$192K
|
+$37.5K
|
+845
|
+28%
|
|
|
1010
|
Janiczek Wealth Management
Denver,
Colorado
|
$184K
|
-$21.3K
|
-479
|
-12%
|
|
|
1011
|
Highlander Capital Management
Short Hills,
New Jersey
|
$177K
|
-$13.3K
|
-300
|
-8%
|
|
|
1012
|
Payden & Rygel
Los Angeles,
California
|
$176K
|
–
|
–
|
–
|
|
|
1013
|
Payden & Rygel Investment Group
Los Angeles,
California
|
$176K
|
+$155K
|
+3,500
|
New
|
|
|
1014
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$170K
|
–
|
–
|
–
|
|
|
1015
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$169K
|
–
|
–
|
–
|
|
|
1016
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
|
1017
|
Venturi Wealth Management
Austin,
Texas
|
$166K
|
+$2.58K
|
+58
|
+2%
|
|
|
1018
|
CVA Family Office
Denver,
Colorado
|
$161K
|
+$3.82K
|
+86
|
+3%
|
|
|
1019
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$161K
|
+$142K
|
+3,200
|
New
|
|
|
1020
|
WhitTier Trust Company
Reno,
Nevada
|
$153K
|
+$9.28K
|
+209
|
+7%
|
|
|
1021
|
North Star Investment Management
Chicago,
Illinois
|
$153K
|
–
|
–
|
–
|
|
|
1022
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$152K
|
+$55.9K
|
+1,260
|
+71%
|
|
|
1023
|
Adalta Capital Management
New York
|
$152K
|
–
|
–
|
–
|
|
|
1024
|
Clearstead Trust
Portland,
Maine
|
$150K
|
+$132K
|
+2,983
|
New
|
|
|
1025
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$150K
|
-$13K
|
-293
|
-9%
|
|
