|
251
|
Prosperity Planning
Kansas City,
Missouri
|
$247K
|
–
|
–
|
–
|
|
|
252
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$244K
|
-$4.91K
|
-117
|
-2%
|
|
|
253
|
Cardan Capital Partners
Denver,
Colorado
|
$235K
|
+$233K
|
+5,561
|
New
|
|
|
254
|
First American Trust
Santa Ana,
California
|
$235K
|
+$233K
|
+5,561
|
New
|
|
|
255
|
North Star Investment Management
Chicago,
Illinois
|
$233K
|
-$97.8K
|
-2,329
|
-30%
|
|
|
256
|
|
$230K
|
-$19.5M
|
-464,837
|
-99%
|
|
|
257
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$229K
|
+$15.3K
|
+365
|
+7%
|
|
|
258
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$216K
|
+$215K
|
+5,130
|
New
|
|
|
259
|
Nadler Financial Group
Deerfield,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
260
|
Global Retirement Partners
San Rafael,
California
|
$214K
|
-$27.4K
|
-653
|
-11%
|
|
|
261
|
Grace Capital
Quincy,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
262
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
263
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$211K
|
+$210K
|
+4,992
|
New
|
|
|
264
|
Waterfront Wealth
Overland Park,
Kansas
|
$206K
|
+$204K
|
+4,853
|
New
|
|
|
265
|
Legacy Bridge
West Des Moines,
Iowa
|
$205K
|
–
|
–
|
–
|
|
|
266
|
Bailard
Foster City,
California
|
$202K
|
+$201K
|
+4,800
|
New
|
|
|
267
|
AJO LP
Philadelphia,
Pennsylvania
|
$200K
|
+$199K
|
+4,746
|
New
|
|
|
268
|
Cutler Group
San Francisco,
California
|
$181K
|
+$180K
|
+4,300
|
New
|
|
|
269
|
Whittier Trust
South Pasadena,
California
|
$173K
|
+$172K
|
+4,098
|
New
|
|
|
270
|
American Portfolios Advisors
Holbrook,
New York
|
$172K
|
+$85.1K
|
+2,027
|
+99%
|
|
|
271
|
William Blair & Company
Chicago,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
272
|
Matrix Private Capital Group
New York
|
$142K
|
–
|
–
|
–
|
|
|
273
|
Vontobel Holding
Zurich,
Switzerland
|
$137K
|
+$137K
|
+3,259
|
New
|
|
|
274
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$112K
|
+$10.5K
|
+250
|
+10%
|
|
|
275
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
