|
301
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$255K
|
+$34.2K
|
+2,519
|
+17%
|
|
|
302
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$252K
|
+$26.5K
|
+1,952
|
+13%
|
|
|
303
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$251K
|
–
|
–
|
–
|
|
|
304
|
Vident Advisory
Alpharetta,
Georgia
|
$248K
|
+$2.17K
|
+160
|
+1%
|
|
|
305
|
Sterling Capital Management
Charlotte,
North Carolina
|
$247K
|
-$70.8K
|
-5,209
|
-24%
|
|
|
306
|
Concurrent Investment Advisors
Tampa,
Florida
|
$244K
|
-$12.4K
|
-915
|
-5%
|
|
|
307
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$242K
|
+$29.7K
|
+2,183
|
+15%
|
|
|
308
|
GAMMA Investing
Foster City,
California
|
$234K
|
+$11.7K
|
+863
|
+6%
|
|
|
309
|
|
$234K
|
-$28.5K
|
-2,098
|
-12%
|
|
|
310
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$232K
|
-$71.1K
|
-5,235
|
-25%
|
|
|
311
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$232K
|
–
|
–
|
–
|
|
|
312
|
Park Avenue Securities
New York
|
$232K
|
+$1.41K
|
+104
|
+0.7%
|
|
|
313
|
Shelton Capital Management
Denver,
Colorado
|
$228K
|
–
|
–
|
–
|
|
|
314
|
KBC Group
Brussels,
Belgium
|
$224K
|
–
|
–
|
–
|
|
|
315
|
PSI Advisors
Tampa,
Florida
|
$223K
|
-$207K
|
-15,250
|
-50%
|
|
|
316
|
Breakwater Capital Group
Paramus,
New Jersey
|
$222K
|
–
|
–
|
–
|
|
|
317
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
318
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$219K
|
+$584
|
+43
|
+0.3%
|
|
|
319
|
Cary Street Partners
Richmond,
Virginia
|
$217K
|
–
|
–
|
–
|
|
|
320
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$215K
|
-$17.7K
|
-1,305
|
-8%
|
|
|
321
|
InceptionR
Lafayette,
California
|
$215K
|
+$199K
|
+14,646
|
New
|
|
|
322
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$214K
|
+$8.73K
|
+643
|
+5%
|
|
|
323
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$210K
|
-$12.4K
|
-913
|
-6%
|
|
|
324
|
Everence Capital Management
Goshen,
Indiana
|
$207K
|
–
|
–
|
–
|
|
|
325
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$203K
|
-$1.22K
|
-90
|
-0.6%
|
|
