|
251
|
Frontier Investment Management
Dallas,
Texas
|
$215K
|
+$207K
|
+1,717
|
New
|
|
|
252
|
Ferris Capital
Marlborough,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
253
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$213K
|
+$205K
|
+1,700
|
New
|
|
|
254
|
King Wealth Management Group
Naples,
Florida
|
$212K
|
+$204K
|
+1,691
|
New
|
|
|
255
|
Avantax Advisory Services
Dallas,
Texas
|
$212K
|
+$204K
|
+1,695
|
New
|
|
|
256
|
Ballentine Partners
Waltham,
Massachusetts
|
$211K
|
+$202K
|
+1,681
|
New
|
|
|
257
|
Excalibur Management
Waltham,
Massachusetts
|
$210K
|
+$202K
|
+1,678
|
New
|
|
|
258
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$207K
|
+$199K
|
+1,655
|
New
|
|
|
259
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$205K
|
+$198K
|
+1,640
|
New
|
|
|
260
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$204K
|
+$120
|
+1
|
+0.1%
|
|
|
261
|
Glenview Trust
Louisville,
Kentucky
|
$204K
|
+$196K
|
+1,631
|
New
|
|
|
262
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$200K
|
-$631K
|
-5,240
|
-77%
|
|
|
263
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$200K
|
+$193K
|
+1,599
|
New
|
|
|
264
|
Gould Asset Management
Claremont,
California
|
$200K
|
+$193K
|
+1,600
|
New
|
|
|
265
|
Litman Gregory Wealth Management
Larkspur,
California
|
$192K
|
–
|
–
|
–
|
|
|
266
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$179K
|
+$169K
|
+1,400
|
New
|
|
|
267
|
Bessemer Group
Woodbridge,
New Jersey
|
$175K
|
+$47.1K
|
+391
|
+39%
|
|
|
268
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$169K
|
–
|
–
|
–
|
|
|
269
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$160K
|
–
|
–
|
–
|
|
|
270
|
Asset Dedication LLC
San Francisco,
California
|
$147K
|
–
|
–
|
–
|
|
|
271
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$143K
|
–
|
–
|
–
|
|
|
272
|
Pathstone Family Office
Englewood,
New Jersey
|
$137K
|
+$104K
|
+863
|
+377%
|
|
|
273
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$131K
|
-$3.49K
|
-29
|
-3%
|
|
|
274
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$131K
|
+$19.5K
|
+162
|
+32%
|
|
|
275
|
Private Capital Group
West Hartford,
Connecticut
|
$126K
|
–
|
–
|
–
|
|
