|
1226
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$342K
|
+$351K
|
+3,757
|
New
|
|
|
1227
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$341K
|
+$16K
|
+171
|
+5%
|
|
|
1228
|
Bollard Group
Boston,
Massachusetts
|
$340K
|
+$1.03K
|
+11
|
+0.3%
|
|
|
1229
|
|
$340K
|
+$155K
|
+1,662
|
+80%
|
|
|
1230
|
Strategic Global Advisors
Newport Beach,
California
|
$340K
|
+$350K
|
+3,743
|
New
|
|
|
1231
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$338K
|
-$307K
|
-3,290
|
-47%
|
|
|
1232
|
USA Financial Formulas
Ada,
Michigan
|
$338K
|
+$322K
|
+3,441
|
New
|
|
|
1233
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$335K
|
-$18.7K
|
-200
|
-5%
|
|
|
1234
|
Intersect Capital
San Ramon,
California
|
$335K
|
+$142K
|
+1,520
|
+70%
|
|
|
1235
|
Bank of Hawaii
Honolulu,
Hawaii
|
$334K
|
+$343K
|
+3,672
|
New
|
|
|
1236
|
Coldstream Capital Management
Bellevue,
Washington
|
$332K
|
+$129K
|
+1,383
|
+61%
|
|
|
1237
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$331K
|
+$339K
|
+3,625
|
New
|
|
|
1238
|
Summit Financial Group
Moorefield,
West Virginia
|
$329K
|
–
|
–
|
–
|
|
|
1239
|
Pure Financial Advisors
San Diego,
California
|
$329K
|
+$654
|
+7
|
+0.2%
|
|
|
1240
|
Kaizen Advisory
Wheaton,
Illinois
|
$329K
|
+$33.8K
|
+362
|
+11%
|
|
|
1241
|
|
$328K
|
-$27K
|
-289
|
-7%
|
|
|
1242
|
AssetMark Inc
Concord,
California
|
$328K
|
+$149K
|
+1,590
|
+79%
|
|
|
1243
|
GW & Wade
Wellesley,
Massachusetts
|
$326K
|
+$15.3K
|
+164
|
+5%
|
|
|
1244
|
Weatherstone Capital Management
Denver,
Colorado
|
$325K
|
+$107K
|
+1,149
|
+53%
|
|
|
1245
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$324K
|
-$15.5K
|
-166
|
-4%
|
|
|
1246
|
Aries Wealth Management
Portland,
Maine
|
$322K
|
+$1.87K
|
+20
|
+0.6%
|
|
|
1247
|
Investment Partners
New Philadelphia,
Ohio
|
$319K
|
+$1.31K
|
+14
|
+0.4%
|
|
|
1248
|
NWAM LLC
Mercer Island,
Washington
|
$319K
|
+$5.79K
|
+62
|
+2%
|
|
|
1249
|
Alethea Capital Management
Mercer Island,
Washington
|
$318K
|
–
|
–
|
–
|
|
|
1250
|
JVL Associates
Wyoming,
Michigan
|
$318K
|
–
|
–
|
–
|
|
