|
401
|
Appleton Partners
Boston,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
402
|
Perigon Wealth Management
San Francisco,
California
|
$296K
|
+$1.1K
|
+12
|
+0.4%
|
|
|
403
|
Key Financial Inc
West Chester,
Pennsylvania
|
$294K
|
+$283K
|
+3,101
|
New
|
|
|
404
|
9258 Wealth Management
Blue Ash,
Ohio
|
$294K
|
+$284K
|
+3,104
|
New
|
|
|
405
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$288K
|
–
|
–
|
–
|
|
|
406
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$284K
|
–
|
–
|
–
|
|
|
407
|
Quest Capital Management
Dallas,
Texas
|
$283K
|
-$17.4K
|
-191
|
-6%
|
|
|
408
|
IEQ Capital
Foster City,
California
|
$282K
|
+$272K
|
+2,976
|
New
|
|
|
409
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$273K
|
–
|
–
|
–
|
|
|
410
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$272K
|
-$55.6K
|
-609
|
-17%
|
|
|
411
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$271K
|
-$448K
|
-4,902
|
-63%
|
|
|
412
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$270K
|
+$186K
|
+2,039
|
+249%
|
|
|
413
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$268K
|
–
|
–
|
–
|
|
|
414
|
Northwest Wealth Management
Spencer,
Iowa
|
$268K
|
–
|
–
|
–
|
|
|
415
|
Global Retirement Partners
San Rafael,
California
|
$267K
|
-$19.3K
|
-211
|
-7%
|
|
|
416
|
Valeo Financial Advisors
Carmel,
Indiana
|
$267K
|
+$17.5K
|
+192
|
+7%
|
|
|
417
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$266K
|
–
|
–
|
–
|
|
|
418
|
Landmark Bank
Columbia,
Missouri
|
$264K
|
-$10.5K
|
-115
|
-4%
|
|
|
419
|
Lido Advisors
Los Angeles,
California
|
$258K
|
+$365
|
+4
|
+0.1%
|
|
|
420
|
Leisure Capital Management
Costa Mesa,
California
|
$258K
|
+$248K
|
+2,720
|
New
|
|
|
421
|
Strategic Financial Partners
Bend,
Oregon
|
$258K
|
+$249K
|
+2,727
|
New
|
|
|
422
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$252K
|
-$4.51M
|
-49,392
|
-95%
|
|
|
423
|
Ballentine Partners
Waltham,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
424
|
Colorado Capital Management
Boulder,
Colorado
|
$250K
|
-$160K
|
-1,751
|
-40%
|
|
|
425
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$249K
|
+$39K
|
+427
|
+19%
|
|
