|
201
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$275K
|
+$320K
|
+22,964
|
New
|
|
|
202
|
WealthPLAN Partners
Omaha,
Nebraska
|
$275K
|
+$320K
|
+22,964
|
New
|
|
|
203
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$272K
|
+$2.87K
|
+206
|
+1%
|
|
|
204
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$265K
|
–
|
–
|
–
|
|
|
205
|
Leuthold Group
Minneapolis,
Minnesota
|
$262K
|
–
|
–
|
–
|
|
|
206
|
Fidelity Investments
Boston,
Massachusetts
|
$260K
|
+$267K
|
+19,129
|
+2,243%
|
|
|
207
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$254K
|
-$1.2K
|
-86
|
-0.4%
|
|
|
208
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$251K
|
-$8.56K
|
-614
|
-3%
|
|
|
209
|
Shufro Rose & Co
New York
|
$247K
|
-$114K
|
-8,200
|
-30%
|
|
|
210
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$247K
|
+$251
|
+18
|
+0.1%
|
|
|
211
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$246K
|
-$58.5K
|
-4,200
|
-18%
|
|
|
212
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$237K
|
+$74.4K
|
+5,340
|
+41%
|
|
|
213
|
Dynamic Technology Lab
Singapore
|
$236K
|
-$1M
|
-71,990
|
-80%
|
|
|
214
|
Inspire Investing
Meridian,
Idaho
|
$236K
|
+$1.34K
|
+96
|
+0.5%
|
|
|
215
|
Kestra Advisory Services
Austin,
Texas
|
$226K
|
+$2.8K
|
+201
|
+1%
|
|
|
216
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$222K
|
–
|
–
|
–
|
|
|
217
|
Caption Management
Oklahoma City,
Oklahoma
|
$221K
|
+$237K
|
+17,000
|
New
|
|
|
218
|
Veritable
Wilmington,
Delaware
|
$212K
|
+$794
|
+57
|
+0.4%
|
|
|
219
|
Kore Private Wealth
New York
|
$210K
|
–
|
–
|
–
|
|
|
220
|
Natixis Advisors
Boston,
Massachusetts
|
$207K
|
+$222K
|
+15,903
|
New
|
|
|
221
|
Gables Capital Management
Miami,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
222
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$201K
|
+$7.01K
|
+503
|
+3%
|
|
|
223
|
Community Bank
Dewitt,
New York
|
$200K
|
–
|
–
|
–
|
|
|
224
|
Transcend Capital Advisors
Madison,
New Jersey
|
$195K
|
–
|
–
|
–
|
|
|
225
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$194K
|
+$42.8K
|
+3,069
|
+26%
|
|
