|
301
|
Insight Wealth Strategies
San Ramon,
California
|
$304K
|
+$296K
|
+5,334
|
New
|
|
|
302
|
SVB Wealth
Boston,
Massachusetts
|
$304K
|
+$296K
|
+5,340
|
New
|
|
|
303
|
Commerce Bank
Kansas City,
Missouri
|
$301K
|
–
|
–
|
–
|
|
|
304
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$300K
|
+$8.88K
|
+160
|
+3%
|
|
|
305
|
Aspire Private Capital
Cornelius,
North Carolina
|
$300K
|
+$160K
|
+2,881
|
+121%
|
|
|
306
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$296K
|
-$4.72K
|
-85
|
-2%
|
|
|
307
|
Boltwood Capital Management
Walnut Creek,
California
|
$293K
|
–
|
–
|
–
|
|
|
308
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$291K
|
+$5.22K
|
+94
|
+2%
|
|
|
309
|
High Falls Advisors
Rochester,
New York
|
$282K
|
+$275K
|
+4,955
|
New
|
|
|
310
|
Endurance Wealth Management
Providence,
Rhode Island
|
$281K
|
+$155K
|
+2,801
|
+132%
|
|
|
311
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$278K
|
-$333
|
-6
|
-0.1%
|
|
|
312
|
Evanson Asset Management
Carmel,
California
|
$276K
|
–
|
–
|
–
|
|
|
313
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$275K
|
-$89.7K
|
-1,616
|
-25%
|
|
|
314
|
Oppenheimer Asset Management
New York
|
$275K
|
-$20K
|
-361
|
-7%
|
|
|
315
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$272K
|
–
|
–
|
–
|
|
|
316
|
HeadInvest LLC
Portland,
Maine
|
$266K
|
–
|
–
|
–
|
|
|
317
|
Level Four Advisory Services
Dallas,
Texas
|
$261K
|
+$1.83K
|
+33
|
+0.7%
|
|
|
318
|
Ashfield Capital Partners
San Francisco,
California
|
$252K
|
-$246K
|
-4,428
|
Closed
|
|
|
319
|
F3Logic
Burnsville,
Minnesota
|
$248K
|
-$410K
|
-7,382
|
-63%
|
|
|
320
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$242K
|
+$44.3K
|
+798
|
+23%
|
|
|
321
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$238K
|
-$12.4K
|
-223
|
-5%
|
|
|
322
|
Ausdal Financial Partners
Davenport,
Iowa
|
$235K
|
+$229K
|
+4,122
|
New
|
|
|
323
|
Comerica Bank
Dallas,
Texas
|
$228K
|
-$15.4K
|
-278
|
-6%
|
|
|
324
|
Principal Financial Group
Des Moines,
Iowa
|
$228K
|
+$8.04K
|
+145
|
+4%
|
|
|
325
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$226K
|
+$220K
|
+3,973
|
New
|
|
