|
151
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$521K
|
–
|
–
|
–
|
|
|
152
|
Mission Wealth Management
Santa Barbara,
California
|
$520K
|
+$115K
|
+4,569
|
+29%
|
|
|
153
|
Total Wealth Planning
Cincinnati,
Ohio
|
$519K
|
-$1.23K
|
-49
|
-0.2%
|
|
|
154
|
Seaside Wealth Management
Carlsbad,
California
|
$497K
|
+$2.31K
|
+92
|
+0.5%
|
|
|
155
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$485K
|
-$27K
|
-1,076
|
-5%
|
|
|
156
|
DGS Capital Management
Jersey City,
New Jersey
|
$477K
|
-$14.1K
|
-560
|
-3%
|
|
|
157
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$464K
|
+$6.9K
|
+275
|
+2%
|
|
|
158
|
Insigneo Advisory Services
Miami,
Florida
|
$463K
|
-$97.6K
|
-3,890
|
-18%
|
|
|
159
|
Great Lakes Advisors
Chicago,
Illinois
|
$450K
|
-$2.45M
|
-97,788
|
-85%
|
|
|
160
|
|
$431K
|
+$24.3K
|
+967
|
+6%
|
|
|
161
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$417K
|
-$552
|
-22
|
-0.1%
|
|
|
162
|
Sunbelt Securities
Houston,
Texas
|
$413K
|
-$143K
|
-5,694
|
-26%
|
|
|
163
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$411K
|
-$30.1K
|
-1,198
|
-7%
|
|
|
164
|
CGN Advisors
Manhattan,
Kansas
|
$409K
|
+$2.71K
|
+108
|
+0.7%
|
|
|
165
|
Aspiriant LLC
Los Angeles,
California
|
$399K
|
-$116K
|
-4,611
|
-23%
|
|
|
166
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$395K
|
+$9.31K
|
+371
|
+2%
|
|
|
167
|
Private Wealth Management Group
Princeton,
New Jersey
|
$392K
|
-$51K
|
-2,030
|
-12%
|
|
|
168
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$392K
|
+$384K
|
+15,317
|
New
|
|
|
169
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$381K
|
+$181K
|
+7,225
|
+94%
|
|
|
170
|
Harvest Fund Management
Beijing,
China
|
$373K
|
+$80.2K
|
+3,197
|
+28%
|
|
|
171
|
First Interstate Bank
Billings,
Montana
|
$371K
|
–
|
–
|
–
|
|
|
172
|
Clarity Wealth Development
Corvallis,
Oregon
|
$360K
|
+$77.4K
|
+3,085
|
+28%
|
|
|
173
|
Leo Wealth LLC
Hurst,
Texas
|
$352K
|
-$149K
|
-5,923
|
-30%
|
|
|
174
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$352K
|
–
|
–
|
–
|
|
|
175
|
Sunpointe
St. Louis,
Missouri
|
$339K
|
+$333K
|
+13,279
|
New
|
|
