|
501
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$315K
|
-$46.8K
|
-961
|
-12%
|
|
|
502
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$312K
|
-$31.7K
|
-650
|
-9%
|
|
|
503
|
Veritable
Wilmington,
Delaware
|
$305K
|
+$4.48K
|
+92
|
+1%
|
|
|
504
|
GSA Capital Partners
London,
United Kingdom
|
$303K
|
+$318K
|
+6,519
|
New
|
|
|
505
|
Summit Securities Group
New York
|
$301K
|
+$316K
|
+6,488
|
+648,800%
|
|
|
506
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$297K
|
+$46.5K
|
+954
|
+18%
|
|
|
507
|
Glenview Trust
Louisville,
Kentucky
|
$295K
|
+$310K
|
+6,357
|
New
|
|
|
508
|
Fund Management at Engine No 1
San Francisco,
California
|
$295K
|
+$39.4K
|
+809
|
+15%
|
|
|
509
|
Global Retirement Partners
San Rafael,
California
|
$294K
|
-$13.8K
|
-284
|
-4%
|
|
|
510
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$293K
|
+$14K
|
+287
|
+5%
|
|
|
511
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$292K
|
–
|
–
|
–
|
|
|
512
|
Sequoia Financial Advisors
Akron,
Ohio
|
$288K
|
+$302K
|
+6,205
|
New
|
|
|
513
|
Cigna Investments
Bloomfield,
Connecticut
|
$288K
|
+$341
|
+7
|
+0.1%
|
|
|
514
|
Siemens Fonds Invest
Munich,
Germany
|
$287K
|
–
|
–
|
–
|
|
|
515
|
Samalin Investment Counsel
Chappaqua,
New York
|
$284K
|
+$731
|
+15
|
+0.2%
|
|
|
516
|
Institute for Wealth Management
Denver,
Colorado
|
$284K
|
-$186K
|
-3,812
|
-38%
|
|
|
517
|
Lazard Asset Management
New York
|
$279K
|
–
|
–
|
–
|
|
|
518
|
Northeast Investment Management
Boston,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
519
|
Family Management
New York
|
$279K
|
–
|
–
|
–
|
|
|
520
|
UMB Bank
Kansas City,
Missouri
|
$278K
|
-$393K
|
-8,070
|
-57%
|
|
|
521
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$277K
|
+$877
|
+18
|
+0.3%
|
|
|
522
|
Gateway Advisory
Westfield,
New Jersey
|
$275K
|
-$24.5K
|
-503
|
-8%
|
|
|
523
|
SSI Investment Management
Los Angeles,
California
|
$274K
|
+$288K
|
+5,912
|
New
|
|
|
524
|
American International Group
New York
|
$273K
|
-$5.7K
|
-117
|
-2%
|
|
|
525
|
Arlington Financial Advisors
Santa Barbara,
California
|
$272K
|
–
|
–
|
–
|
|
