|
301
|
Fidelity Investments
Boston,
Massachusetts
|
$247K
|
-$55.9M
|
-1,098,239
|
-100%
|
|
|
302
|
Level Four Advisory Services
Dallas,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
303
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
304
|
Appleton Partners
Boston,
Massachusetts
|
$245K
|
+$764
|
+15
|
+0.3%
|
|
|
305
|
Bessemer Group
Woodbridge,
New Jersey
|
$244K
|
+$244K
|
+4,800
|
New
|
|
|
306
|
Confluence Investment Management
St. Louis,
Missouri
|
$242K
|
–
|
–
|
–
|
|
|
307
|
WealthSource Partners
San Luis Obispo,
California
|
$238K
|
+$12.1K
|
+237
|
+5%
|
|
|
308
|
Ausdal Financial Partners
Davenport,
Iowa
|
$237K
|
-$22.1K
|
-434
|
-9%
|
|
|
309
|
NVWM LLC
Yardley,
Pennsylvania
|
$232K
|
+$232K
|
+4,563
|
New
|
|
|
310
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$230K
|
+$18.1K
|
+355
|
+9%
|
|
|
311
|
180 Wealth Advisors
Federal Way,
Washington
|
$223K
|
+$224K
|
+4,395
|
New
|
|
|
312
|
Mariner
Overland Park,
Kansas
|
$217K
|
-$77.4K
|
-1,520
|
-26%
|
|
|
313
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
314
|
Coldstream Capital Management
Bellevue,
Washington
|
$214K
|
+$214K
|
+4,204
|
New
|
|
|
315
|
M Holdings Securities
Portland,
Oregon
|
$210K
|
-$47.5K
|
-934
|
-18%
|
|
|
316
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$210K
|
+$210K
|
+4,125
|
New
|
|
|
317
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$203K
|
–
|
–
|
–
|
|
|
318
|
Waverly Advisors
Birmingham,
Alabama
|
$203K
|
+$204K
|
+4,000
|
New
|
|
|
319
|
Fortis Advisors
Wayne,
Pennsylvania
|
$202K
|
-$85.8K
|
-1,685
|
-30%
|
|
|
320
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$202K
|
+$203K
|
+3,981
|
New
|
|
|
321
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$200K
|
–
|
–
|
–
|
|
|
322
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$196K
|
-$117K
|
-2,302
|
-37%
|
|
|
323
|
Intellectus Partners
San Francisco,
California
|
$192K
|
–
|
–
|
–
|
|
|
324
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$188K
|
+$189K
|
+3,705
|
New
|
|
|
325
|
YorkBridge Wealth Partners
New York
|
$184K
|
-$25.5K
|
-500
|
-12%
|
|
