|
201
|
Peak Financial Management
Wellesley,
Massachusetts
|
$480K
|
–
|
–
|
–
|
|
|
202
|
Worth Asset Management
Dallas,
Texas
|
$465K
|
+$158K
|
+3,207
|
+53%
|
|
|
203
|
GHP Investment Advisors
Denver,
Colorado
|
$465K
|
–
|
–
|
–
|
|
|
204
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$462K
|
+$153K
|
+3,100
|
+51%
|
|
|
205
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$459K
|
–
|
–
|
–
|
|
|
206
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$456K
|
+$4.98K
|
+101
|
+1%
|
|
|
207
|
DF Dent & Co
Baltimore,
Maryland
|
$454K
|
–
|
–
|
–
|
|
|
208
|
Principal Securities
Des Moines,
Iowa
|
$438K
|
-$159K
|
-3,234
|
-27%
|
|
|
209
|
Financial Advocates Investment Management
Olympia,
Washington
|
$433K
|
–
|
–
|
–
|
|
|
210
|
Diversified Trust
Memphis,
Tennessee
|
$432K
|
–
|
–
|
–
|
|
|
211
|
Prospect Financial Services
Melville,
New York
|
$431K
|
+$421K
|
+8,534
|
New
|
|
|
212
|
CreativeOne Wealth
Overland Park,
Kansas
|
$427K
|
+$418K
|
+8,468
|
New
|
|
|
213
|
Marshall Wace
London,
United Kingdom
|
$426K
|
-$149K
|
-3,025
|
-26%
|
|
|
214
|
Pathstone Holdings
Englewood,
New Jersey
|
$415K
|
+$154K
|
+3,119
|
+61%
|
|
|
215
|
Cosner Financial Group
Windsor,
Colorado
|
$412K
|
–
|
–
|
–
|
|
|
216
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$411K
|
+$115K
|
+2,331
|
+40%
|
|
|
217
|
Jones Financial Companies
Des Peres,
Missouri
|
$404K
|
+$211K
|
+4,276
|
+116%
|
|
|
218
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$404K
|
+$148K
|
+3,000
|
+60%
|
|
|
219
|
Trademark Financial Management
Bloomington,
Minnesota
|
$401K
|
+$392K
|
+7,954
|
New
|
|
|
220
|
Northern Trust
Chicago,
Illinois
|
$399K
|
–
|
–
|
–
|
|
|
221
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$393K
|
–
|
–
|
–
|
|
|
222
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$393K
|
–
|
–
|
–
|
|
|
223
|
|
$390K
|
+$381K
|
+7,730
|
New
|
|
|
224
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$376K
|
+$98.7K
|
+2,001
|
+35%
|
|
|
225
|
UMB Bank
Kansas City,
Missouri
|
$375K
|
–
|
–
|
–
|
|
