|
201
|
Private Trust Company
Cleveland,
Ohio
|
$2.33K
|
+$2.55K
|
+125
|
New
|
|
|
202
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.24K
|
+$1.67K
|
+82
|
+216%
|
|
|
203
|
North Star Investment Management
Chicago,
Illinois
|
$1.83K
|
-$1.73K
|
-85
|
-46%
|
|
|
204
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.72K
|
-$20
|
-1
|
-1%
|
|
|
205
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.38K
|
-$1.57K
|
-77
|
-51%
|
|
|
206
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.29K
|
–
|
–
|
–
|
|
|
207
|
NBC Securities
Birmingham,
Alabama
|
$1.29K
|
–
|
–
|
–
|
|
|
208
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.21K
|
–
|
–
|
–
|
|
|
209
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.2K
|
–
|
–
|
–
|
|
|
210
|
Root Financial Partners
Encinitas,
California
|
$1.18K
|
+$224
|
+11
|
+21%
|
|
|
211
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.06K
|
+$1.16K
|
+57
|
New
|
|
|
212
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$747
|
+$816
|
+40
|
New
|
|
|
213
|
Horizon Investments
Charlotte,
North Carolina
|
$710
|
+$775
|
+38
|
New
|
|
|
214
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$691
|
–
|
–
|
–
|
|
|
215
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$654
|
+$714
|
+35
|
New
|
|
|
216
|
NewEdge Advisors
New Orleans,
Louisiana
|
$635
|
–
|
–
|
–
|
|
|
217
|
True Wealth Design
Akron,
Ohio
|
$449
|
+$122
|
+6
|
+33%
|
|
|
218
|
Curio Wealth
Annapolis,
Maryland
|
$411
|
–
|
–
|
–
|
|
|
219
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$373
|
–
|
–
|
–
|
|
|
220
|
Caitong International Asset Management
Hong Kong
|
$318
|
-$61
|
-3
|
-15%
|
|
|
221
|
Abound Wealth Management
Franklin,
Tennessee
|
$150
|
–
|
–
|
–
|
|
|
222
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$149
|
-$122
|
-6
|
-43%
|
|
|
223
|
Haven Global Partners
Atlanta,
Georgia
|
–
|
-$4.29M
|
-203,813
|
Closed
|
|
|
224
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
–
|
-$1.03M
|
-48,826
|
Closed
|
|
|
225
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
–
|
-$802K
|
-38,078
|
Closed
|
|
