|
251
|
Lee Financial
Dallas,
Texas
|
$466K
|
-$468K
|
-19,430
|
Closed
|
|
|
252
|
Ancora Advisors
Cleveland,
Ohio
|
$450K
|
+$62K
|
+2,575
|
+16%
|
|
|
253
|
Harbour Investments
Madison,
Wisconsin
|
$434K
|
+$37.6K
|
+1,563
|
+9%
|
|
|
254
|
Summit Wealth Partners
Orlando,
Florida
|
$424K
|
-$6.69K
|
-278
|
-2%
|
|
|
255
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$421K
|
+$423K
|
+17,582
|
New
|
|
|
256
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$419K
|
+$72.4K
|
+3,008
|
+21%
|
|
|
257
|
Mutual Advisors
Omaha,
Nebraska
|
$405K
|
-$78.3K
|
-3,253
|
-16%
|
|
|
258
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$404K
|
+$165K
|
+6,844
|
+68%
|
|
|
259
|
Prosperity Planning
Kansas City,
Missouri
|
$394K
|
–
|
–
|
–
|
|
|
260
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$389K
|
–
|
–
|
–
|
|
|
261
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$386K
|
–
|
–
|
–
|
|
|
262
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$380K
|
+$35.3K
|
+1,466
|
+10%
|
|
|
263
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$376K
|
+$168
|
+7
|
+0%
|
|
|
264
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$372K
|
+$5.46K
|
+227
|
+1%
|
|
|
265
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$368K
|
–
|
–
|
–
|
|
|
266
|
Cypress Point Wealth Management
Dallas,
Texas
|
$359K
|
+$361K
|
+15,000
|
New
|
|
|
267
|
Steward Partners Investment Advisory
New York
|
$348K
|
+$321K
|
+13,354
|
+1,151%
|
|
|
268
|
International Assets Investment Management
Orlando,
Florida
|
$341K
|
+$343K
|
+14,238
|
New
|
|
|
269
|
Willis Johnson & Associates
Houston,
Texas
|
$337K
|
–
|
–
|
–
|
|
|
270
|
MGO One Seven
Beachwood,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
271
|
Koshinski Asset Management
Decatur,
Illinois
|
$325K
|
+$698
|
+29
|
+0.2%
|
|
|
272
|
|
$323K
|
+$325K
|
+13,482
|
New
|
|
|
273
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$319K
|
+$320K
|
+13,308
|
New
|
|
|
274
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$315K
|
+$317K
|
+13,150
|
New
|
|
|
275
|
Asset Dedication LLC
San Francisco,
California
|
$312K
|
-$2.08M
|
-86,401
|
-87%
|
|
