|
251
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$455K
|
–
|
–
|
–
|
|
|
252
|
Shamrock Asset Management
Dallas,
Texas
|
$454K
|
+$133K
|
+1,144
|
+42%
|
|
|
253
|
Windward Capital Management
Los Angeles,
California
|
$451K
|
+$185K
|
+1,585
|
+70%
|
|
|
254
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$449K
|
+$446K
|
+3,828
|
New
|
|
|
255
|
D.A. Davidson & Co
Great Falls,
Montana
|
$445K
|
+$40K
|
+343
|
+10%
|
|
|
256
|
Destination Wealth Management
Walnut Creek,
California
|
$439K
|
+$436K
|
+3,745
|
New
|
|
|
257
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$429K
|
+$43.7K
|
+375
|
+11%
|
|
|
258
|
Klingman & Associates
New York
|
$422K
|
–
|
–
|
–
|
|
|
259
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$421K
|
+$178K
|
+1,527
|
+74%
|
|
|
260
|
Boys Arnold & Co
Asheville,
North Carolina
|
$419K
|
+$32.6K
|
+280
|
+8%
|
|
|
261
|
HL Financial Services
Louisville,
Kentucky
|
$409K
|
+$102K
|
+878
|
+34%
|
|
|
262
|
Leonetti & Associates
Buffalo Grove,
Illinois
|
$406K
|
-$11.1K
|
-95
|
-3%
|
|
|
263
|
Fairview Capital Investment Management
Greenbrae,
California
|
$403K
|
+$84.5K
|
+725
|
+27%
|
|
|
264
|
Appleton Group
Appleton,
Wisconsin
|
$394K
|
+$109K
|
+932
|
+38%
|
|
|
265
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$372K
|
–
|
–
|
–
|
|
|
266
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$352K
|
+$350K
|
+3,000
|
New
|
|
|
267
|
IndexIQ Advisors
New York
|
$333K
|
-$1.39M
|
-11,938
|
-81%
|
|
|
268
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$329K
|
-$103K
|
-885
|
-24%
|
|
|
269
|
Alexandria Capital
Arlington,
Virginia
|
$327K
|
-$11.5M
|
-98,295
|
-97%
|
|
|
270
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$312K
|
-$515K
|
-4,416
|
-62%
|
|
|
271
|
James Investment Research
Alpha,
Ohio
|
$309K
|
+$90.4K
|
+776
|
+42%
|
|
|
272
|
Cetera Advisor Networks
El Segundo,
California
|
$303K
|
+$301K
|
+2,584
|
New
|
|
|
273
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$300K
|
+$298K
|
+2,558
|
New
|
|
|
274
|
Regions Financial Corp
Birmingham,
Alabama
|
$297K
|
+$1.98K
|
+17
|
+0.7%
|
|
|
275
|
Spinnaker Trust
Portland,
Maine
|
$283K
|
–
|
–
|
–
|
|
