|
301
|
Private Trust Company
Cleveland,
Ohio
|
$260K
|
-$3.34K
|
-40
|
-1%
|
|
|
302
|
Plato Investment Management
Sydney, NSW,
Australia
|
$259K
|
+$23.3K
|
+279
|
+11%
|
|
|
303
|
Arete Wealth Advisors
Chicago,
Illinois
|
$258K
|
+$238K
|
+2,854
|
New
|
|
|
304
|
Shelton Capital Management
Denver,
Colorado
|
$257K
|
–
|
–
|
–
|
|
|
305
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$253K
|
+$231K
|
+2,769
|
New
|
|
|
306
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$253K
|
+$231K
|
+2,769
|
New
|
|
|
307
|
Forum Financial Management
Lombard,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
308
|
Sequoia Financial Advisors
Akron,
Ohio
|
$244K
|
+$223K
|
+2,673
|
New
|
|
|
309
|
Concurrent Investment Advisors
Tampa,
Florida
|
$238K
|
+$218K
|
+2,612
|
New
|
|
|
310
|
IFP Advisors
Tampa,
Florida
|
$229K
|
+$35K
|
+420
|
+20%
|
|
|
311
|
Belpointe Asset Management
Reno,
Nevada
|
$220K
|
-$105K
|
-1,254
|
-34%
|
|
|
312
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$216K
|
+$197K
|
+2,365
|
New
|
|
|
313
|
KBC Group
Brussels,
Belgium
|
$211K
|
+$51.7K
|
+620
|
+37%
|
|
|
314
|
iSAM Funds (UK)
London,
United Kingdom
|
$210K
|
+$192K
|
+2,302
|
New
|
|
|
315
|
|
$207K
|
+$189K
|
+2,267
|
New
|
|
|
316
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$207K
|
+$189K
|
+2,266
|
New
|
|
|
317
|
NewEdge Advisors
New Orleans,
Louisiana
|
$201K
|
-$5.34K
|
-64
|
-3%
|
|
|
318
|
Nomura Asset Management
Tokyo,
Japan
|
$194K
|
–
|
–
|
–
|
|
|
319
|
State of Wyoming
Cheyenne,
Wyoming
|
$194K
|
-$27.5K
|
-330
|
-13%
|
|
|
320
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$185K
|
+$137K
|
+1,643
|
+436%
|
|
|
321
|
Global Retirement Partners
San Rafael,
California
|
$173K
|
+$61.8K
|
+741
|
+64%
|
|
|
322
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$159K
|
+$19K
|
+228
|
+15%
|
|
|
323
|
GAMMA Investing
Foster City,
California
|
$151K
|
+$73.8K
|
+885
|
+114%
|
|
|
324
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$151K
|
+$53K
|
+635
|
+62%
|
|
|
325
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$150K
|
+$2.92K
|
+35
|
+2%
|
|
