|
251
|
DFPG Investments
Sandy,
Utah
|
$539K
|
+$539K
|
+16,711
|
New
|
|
|
252
|
MGO One Seven
Beachwood,
Ohio
|
$517K
|
+$518K
|
+16,054
|
New
|
|
|
253
|
|
$517K
|
–
|
–
|
–
|
|
|
254
|
Sovereign Financial Group
Stamford,
Connecticut
|
$514K
|
+$116K
|
+3,583
|
+29%
|
|
|
255
|
Montag & Associates
Atlanta,
Georgia
|
$513K
|
+$2.23K
|
+69
|
+0.4%
|
|
|
256
|
Ironwood Financial
Tucson,
Arizona
|
$513K
|
–
|
–
|
–
|
|
|
257
|
Alesco Advisors
Pittsford,
New York
|
$511K
|
-$48.4K
|
-1,500
|
-9%
|
|
|
258
|
RFG Advisory
Birmingham,
Alabama
|
$509K
|
+$24.1K
|
+748
|
+5%
|
|
|
259
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$505K
|
+$109K
|
+3,366
|
+27%
|
|
|
260
|
IFG Advisors
St. Louis,
Missouri
|
$500K
|
-$7.1K
|
-220
|
-1%
|
|
|
261
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$487K
|
+$153K
|
+4,749
|
+46%
|
|
|
262
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$487K
|
+$488K
|
+15,115
|
New
|
|
|
263
|
Altiora Financial Group
Lebanon,
Ohio
|
$477K
|
+$26.8K
|
+830
|
+6%
|
|
|
264
|
Beta Wealth Group
San Diego,
California
|
$475K
|
-$53.9K
|
-1,671
|
-10%
|
|
|
265
|
Helen Stephens Group
Fort Worth,
Texas
|
$473K
|
+$1.68K
|
+52
|
+0.4%
|
|
|
266
|
WealthOne
Albany,
New York
|
$469K
|
+$3.68K
|
+114
|
+0.8%
|
|
|
267
|
|
$467K
|
+$232K
|
+7,190
|
+99%
|
|
|
268
|
BOK Financial Private Wealth
Denver,
Colorado
|
$460K
|
–
|
–
|
–
|
|
|
269
|
Blume Capital Management
Berkeley,
California
|
$456K
|
–
|
–
|
–
|
|
|
270
|
Heritage Financial Services
Westwood,
Massachusetts
|
$446K
|
–
|
–
|
–
|
|
|
271
|
US Bancorp
Minneapolis,
Minnesota
|
$445K
|
-$9.65K
|
-299
|
-2%
|
|
|
272
|
Narus Financial Partners
Salt Lake City,
Utah
|
$440K
|
+$71.3K
|
+2,210
|
+19%
|
|
|
273
|
Tarbox Family Office
Newport Beach,
California
|
$417K
|
–
|
–
|
–
|
|
|
274
|
JT Stratford LLC
Gainesville,
Georgia
|
$413K
|
+$936
|
+29
|
+0.2%
|
|
|
275
|
Ballentine Partners
Waltham,
Massachusetts
|
$409K
|
–
|
–
|
–
|
|
