|
1001
|
Marcum Wealth
Cleveland,
Ohio
|
$203K
|
-$65K
|
-267
|
-23%
|
|
|
1002
|
Ballentine Partners
Waltham,
Massachusetts
|
$203K
|
+$216K
|
+887
|
New
|
|
|
1003
|
Financial Counselors Inc
Overland Park,
Kansas
|
$202K
|
+$215K
|
+885
|
New
|
|
|
1004
|
S.C. Financial Services
Scottsdale,
Arizona
|
$200K
|
+$213K
|
+877
|
New
|
|
|
1005
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$200K
|
-$24.8M
|
-102,128
|
-99%
|
|
|
1006
|
Lindbrook Capital
Calabasas,
California
|
$198K
|
+$5.6K
|
+23
|
+3%
|
|
|
1007
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$193K
|
–
|
–
|
–
|
|
|
1008
|
Covestor
London,
United Kingdom
|
$189K
|
-$60.3K
|
-248
|
-23%
|
|
|
1009
|
AllSquare Wealth Management
Albany,
New York
|
$186K
|
–
|
–
|
–
|
|
|
1010
|
One Wealth Advisors
San Francisco,
California
|
$185K
|
+$197K
|
+809
|
New
|
|
|
1011
|
Knuff & Co
Foster City,
California
|
$183K
|
–
|
–
|
–
|
|
|
1012
|
Register Financial Advisors
Atlanta,
Georgia
|
$182K
|
+$194K
|
+798
|
New
|
|
|
1013
|
Paradigm Asset Management
New York
|
$178K
|
-$3.21M
|
-13,200
|
-94%
|
|
|
1014
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$177K
|
-$48.4K
|
-199
|
-20%
|
|
|
1015
|
Private Trust Company
Cleveland,
Ohio
|
$177K
|
+$22.9K
|
+94
|
+14%
|
|
|
1016
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$170K
|
+$181K
|
+744
|
New
|
|
|
1017
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$162K
|
+$173K
|
+710
|
New
|
|
|
1018
|
State of Wyoming
Cheyenne,
Wyoming
|
$162K
|
+$173K
|
+710
|
New
|
|
|
1019
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$162K
|
+$13.6K
|
+56
|
+9%
|
|
|
1020
|
Tortoise Investment Management
White Plains,
New York
|
$160K
|
-$97.3K
|
-400
|
-36%
|
|
|
1021
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$159K
|
+$487
|
+2
|
+0.3%
|
|
|
1022
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$152K
|
-$846K
|
-3,476
|
-84%
|
|
|
1023
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$148K
|
+$61.3K
|
+252
|
+64%
|
|
|
1024
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
1025
|
Tradition Wealth Management
Edina,
Minnesota
|
$140K
|
-$36.3K
|
-149
|
-20%
|
|
