|
301
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$599K
|
+$86K
|
+1,937
|
+18%
|
|
|
302
|
Shelton Capital Management
Denver,
Colorado
|
$595K
|
–
|
–
|
–
|
|
|
303
|
Institute for Wealth Management
Denver,
Colorado
|
$593K
|
–
|
–
|
–
|
|
|
304
|
Leonteq Securities AG
Zurich,
Switzerland
|
$578K
|
+$543K
|
+12,223
|
New
|
|
|
305
|
D.A. Davidson & Co
Great Falls,
Montana
|
$577K
|
-$34.5K
|
-776
|
-6%
|
|
|
306
|
Pegasus Partners
Mequon,
Wisconsin
|
$571K
|
+$32.4K
|
+729
|
+6%
|
|
|
307
|
Optimal Asset Management
Los Altos,
California
|
$565K
|
-$530K
|
-11,923
|
-50%
|
|
|
308
|
Good Life Advisors
Reading,
Pennsylvania
|
$557K
|
+$222
|
+5
|
+0%
|
|
|
309
|
Natixis Investment Managers International
Paris,
France
|
$545K
|
+$512K
|
+11,529
|
New
|
|
|
310
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$543K
|
-$147K
|
-3,314
|
-22%
|
|
|
311
|
Mariner
Overland Park,
Kansas
|
$540K
|
-$321K
|
-7,219
|
-39%
|
|
|
312
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$538K
|
–
|
–
|
–
|
|
|
313
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$520K
|
–
|
–
|
–
|
|
|
314
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$519K
|
+$488K
|
+10,980
|
New
|
|
|
315
|
KeyBank National Association
Cleveland,
Ohio
|
$510K
|
-$569K
|
-12,814
|
-54%
|
|
|
316
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$509K
|
+$133
|
+3
|
+0%
|
|
|
317
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$508K
|
+$478K
|
+10,752
|
New
|
|
|
318
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$506K
|
–
|
–
|
–
|
|
|
319
|
Central Trust Company
Jefferson City,
Missouri
|
$497K
|
–
|
–
|
–
|
|
|
320
|
Summit Global Investments
Bountiful,
Utah
|
$496K
|
+$212K
|
+4,768
|
+83%
|
|
|
321
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$487K
|
–
|
–
|
–
|
|
|
322
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$485K
|
+$133
|
+3
|
+0%
|
|
|
323
|
|
$479K
|
+$450K
|
+10,127
|
New
|
|
|
324
|
Blume Capital Management
Berkeley,
California
|
$473K
|
–
|
–
|
–
|
|
|
325
|
SeaCrest Wealth Management
Purchase,
New York
|
$467K
|
-$8.35K
|
-188
|
-2%
|
|
