|
501
|
Planned Solutions
Folsom,
California
|
$255K
|
–
|
–
|
–
|
|
|
502
|
Weybosset Research & Management
Province,
Rhode Island
|
$253K
|
–
|
–
|
–
|
|
|
503
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
504
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$252K
|
+$229K
|
+3,926
|
New
|
|
|
505
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$250K
|
+$58.4K
|
+1,000
|
+34%
|
|
|
506
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$250K
|
+$227K
|
+3,891
|
New
|
|
|
507
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$249K
|
-$58.3K
|
-998
|
-20%
|
|
|
508
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$248K
|
-$4.09K
|
-70
|
-2%
|
|
|
509
|
Atria Wealth Solutions
New York
|
$247K
|
-$10.6K
|
-182
|
-5%
|
|
|
510
|
Westmount Partners
Los Angeles,
California
|
$247K
|
+$225K
|
+3,853
|
New
|
|
|
511
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$246K
|
+$224K
|
+3,832
|
New
|
|
|
512
|
CreativeOne Wealth
Overland Park,
Kansas
|
$245K
|
-$5.96K
|
-102
|
-3%
|
|
|
513
|
Wealth Alliance
Mellville,
New York
|
$242K
|
+$220K
|
+3,773
|
New
|
|
|
514
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$241K
|
+$220K
|
+3,760
|
New
|
|
|
515
|
Dynamic Technology Lab
Singapore
|
$241K
|
+$219K
|
+3,759
|
New
|
|
|
516
|
Syon Capital
San Francisco,
California
|
$237K
|
+$215K
|
+3,690
|
New
|
|
|
517
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$236K
|
+$215K
|
+3,686
|
New
|
|
|
518
|
Lido Advisors
Los Angeles,
California
|
$236K
|
+$215K
|
+3,682
|
New
|
|
|
519
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$236K
|
+$215K
|
+3,682
|
New
|
|
|
520
|
Pasadena Private Wealth
Pasadena,
California
|
$236K
|
-$40.9K
|
-700
|
-16%
|
|
|
521
|
Financial Advocates Investment Management
Olympia,
Washington
|
$234K
|
+$213K
|
+3,644
|
New
|
|
|
522
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$233K
|
-$56.4K
|
-966
|
-21%
|
|
|
523
|
Checchi Capital Advisers
Beverly Hills,
California
|
$232K
|
+$212K
|
+3,625
|
New
|
|
|
524
|
Summitry LLC
Foster City,
California
|
$232K
|
+$211K
|
+3,618
|
New
|
|
|
525
|
Vontobel Holding
Zurich,
Switzerland
|
$226K
|
+$206K
|
+3,521
|
New
|
|
