|
251
|
Freestone Capital Holdings
Seattle,
Washington
|
$854K
|
+$16K
|
+292
|
+2%
|
|
|
252
|
UMB Bank
Kansas City,
Missouri
|
$814K
|
–
|
–
|
–
|
|
|
253
|
ARS Investment Partners
New York
|
$803K
|
–
|
–
|
–
|
|
|
254
|
Pinnacle Associates
New York
|
$786K
|
–
|
–
|
–
|
|
|
255
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$782K
|
-$482K
|
-8,770
|
-38%
|
|
|
256
|
IMA Advisory Services
Denver,
Colorado
|
$777K
|
–
|
–
|
–
|
|
|
257
|
Donor Advised Charitable Giving
San Francisco,
California
|
$777K
|
+$322K
|
+5,861
|
+72%
|
|
|
258
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$773K
|
–
|
–
|
–
|
|
|
259
|
Wealthspire Advisors (New York)
New York
|
$771K
|
+$97.2K
|
+1,770
|
+15%
|
|
|
260
|
David Wealth Management
Fairfax,
Virginia
|
$764K
|
–
|
–
|
–
|
|
|
261
|
Oldfather Financial Services
Kearney,
Nebraska
|
$763K
|
+$113K
|
+2,055
|
+18%
|
|
|
262
|
ABLE Financial Group
Scottsdale,
Arizona
|
$761K
|
–
|
–
|
–
|
|
|
263
|
Freedom Investment Management
Hartford,
Connecticut
|
$753K
|
+$384K
|
+6,993
|
+106%
|
|
|
264
|
DKM Wealth Management
Stockton,
California
|
$744K
|
+$18.1K
|
+330
|
+3%
|
|
|
265
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$740K
|
–
|
–
|
–
|
|
|
266
|
Financial Services Advisory
Rockville,
Maryland
|
$730K
|
+$722K
|
+13,157
|
New
|
|
|
267
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$726K
|
+$132K
|
+2,405
|
+22%
|
|
|
268
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$712K
|
+$5.49K
|
+100
|
+0.8%
|
|
|
269
|
Connable Office Inc
Kalamazoo,
Michigan
|
$688K
|
+$440K
|
+8,017
|
+183%
|
|
|
270
|
Chesapeake Asset Management
New York
|
$678K
|
–
|
–
|
–
|
|
|
271
|
Canopy Partners
Cincinnati,
Ohio
|
$672K
|
–
|
–
|
–
|
|
|
272
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$665K
|
–
|
–
|
–
|
|
|
273
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$660K
|
-$439
|
-8
|
-0.1%
|
|
|
274
|
Northern Trust
Chicago,
Illinois
|
$657K
|
-$5.77M
|
-105,056
|
-90%
|
|
|
275
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$640K
|
–
|
–
|
–
|
|
