|
301
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$2.49M
|
-$218K
|
-4,857
|
-8%
|
|
|
302
|
Vicus Capital
State College,
Pennsylvania
|
$2.48M
|
+$1.28M
|
+28,685
|
+122%
|
|
|
303
|
Cerity Partners OCIO
New York
|
$2.47M
|
-$12.6K
|
-281
|
-0.5%
|
|
|
304
|
Davenport & Co
Richmond,
Virginia
|
$2.43M
|
-$263K
|
-5,882
|
-10%
|
|
|
305
|
Aufman Associates
Sewickley,
Pennsylvania
|
$2.4M
|
+$60.6K
|
+1,353
|
+3%
|
|
|
306
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.28M
|
-$745K
|
-16,620
|
-26%
|
|
|
307
|
|
$2.25M
|
-$157K
|
-3,500
|
-7%
|
|
|
308
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.25M
|
–
|
–
|
–
|
|
|
309
|
|
$2.23M
|
-$241K
|
-5,390
|
-10%
|
|
|
310
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2.21M
|
+$271K
|
+6,044
|
+15%
|
|
|
311
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$2.19M
|
+$29.7K
|
+663
|
+1%
|
|
|
312
|
Camelot Portfolios
Maumee,
Ohio
|
$2.15M
|
+$1.02M
|
+22,753
|
+101%
|
|
|
313
|
Klingman & Associates
New York
|
$2.15M
|
-$60.8K
|
-1,358
|
-3%
|
|
|
314
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.15M
|
+$123K
|
+2,739
|
+6%
|
|
|
315
|
KeyBank National Association
Cleveland,
Ohio
|
$2.15M
|
+$306K
|
+6,827
|
+18%
|
|
|
316
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.15M
|
-$643K
|
-14,345
|
-24%
|
|
|
317
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.06M
|
-$3.67K
|
-82
|
-0.2%
|
|
|
318
|
TrueWealth LLC
Atlanta,
Georgia
|
$2.02M
|
-$160K
|
-3,580
|
-8%
|
|
|
319
|
Corda Investment Management
Houston,
Texas
|
$2.01M
|
+$82.1K
|
+1,832
|
+5%
|
|
|
320
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
+$1.87M
|
+41,802
|
New
|
|
|
321
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.99M
|
-$105K
|
-2,355
|
-5%
|
|
|
322
|
Next Financial Group
Houston,
Texas
|
$1.99M
|
-$97.5K
|
-2,177
|
-5%
|
|
|
323
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.98M
|
-$3.99M
|
-89,060
|
-98%
|
|
|
324
|
Belpointe Asset Management
Reno,
Nevada
|
$1.98M
|
+$876K
|
+19,564
|
+89%
|
|
|
325
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.97M
|
-$304K
|
-6,795
|
-14%
|
|
