|
301
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$36K
|
–
|
–
|
–
|
|
|
302
|
CVA Family Office
Denver,
Colorado
|
$34K
|
+$9.11K
|
+125
|
+32%
|
|
|
303
|
Asset Dedication LLC
San Francisco,
California
|
$33K
|
–
|
–
|
–
|
|
|
304
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$33K
|
–
|
–
|
–
|
|
|
305
|
Meeder Asset Management
Dublin,
Ohio
|
$32K
|
+$3.21K
|
+44
|
+10%
|
|
|
306
|
Parallel Advisors
San Francisco,
California
|
$32K
|
+$5.03K
|
+69
|
+16%
|
|
|
307
|
Larson Financial Group
St Louis,
Missouri
|
$32K
|
+$9.84K
|
+135
|
+38%
|
|
|
308
|
FNY Investment Advisers
New York
|
$32K
|
+$36.5K
|
+500
|
New
|
|
|
309
|
Rockefeller Capital Management
New York
|
$30K
|
-$8.75K
|
-120
|
-20%
|
|
|
310
|
Private Trust Company
Cleveland,
Ohio
|
$30K
|
+$729
|
+10
|
+2%
|
|
|
311
|
Nomura Asset Management
Tokyo,
Japan
|
$29.4K
|
–
|
–
|
–
|
|
|
312
|
Lazard Asset Management
New York
|
$29K
|
–
|
–
|
–
|
|
|
313
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29K
|
+$656
|
+9
|
+2%
|
|
|
314
|
Monetary Management Group
St Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
315
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
316
|
Sittner & Nelson
Eugene,
Oregon
|
$26K
|
–
|
–
|
–
|
|
|
317
|
KB Financial Partners
Princeton,
New Jersey
|
$23K
|
–
|
–
|
–
|
|
|
318
|
Blue Trust Inc
Alpharetta,
Georgia
|
$23K
|
+$437
|
+6
|
+2%
|
|
|
319
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$22K
|
-$72.9K
|
-1,000
|
-75%
|
|
|
320
|
McMillion Capital Management
Greensboro,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
321
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
322
|
Harbour Investments
Madison,
Wisconsin
|
$20K
|
–
|
–
|
–
|
|
|
323
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
324
|
Selective Wealth Management
Forest,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
325
|
Clearstead Trust
Portland,
Maine
|
$16K
|
+$18.2K
|
+250
|
New
|
|
