|
201
|
Colony Group
Boston,
Massachusetts
|
$580K
|
+$148K
|
+3,082
|
+34%
|
|
|
202
|
BFSG LLC
Irvine,
California
|
$575K
|
+$38.4K
|
+800
|
+7%
|
|
|
203
|
Commerce Bank
Kansas City,
Missouri
|
$557K
|
–
|
–
|
–
|
|
|
204
|
Successful Portfolios
Clearwater,
Florida
|
$528K
|
-$28.8K
|
-600
|
-5%
|
|
|
205
|
Private Advisor Group
Morristown,
New Jersey
|
$527K
|
-$1.48M
|
-30,895
|
-74%
|
|
|
206
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$507K
|
+$432
|
+9
|
+0.1%
|
|
|
207
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$497K
|
-$1.98M
|
-41,300
|
-80%
|
|
|
208
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$493K
|
–
|
–
|
–
|
|
|
209
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$492K
|
–
|
–
|
–
|
|
|
210
|
Frontier Investment Management
Dallas,
Texas
|
$484K
|
+$99.3K
|
+2,070
|
+26%
|
|
|
211
|
American Economic Planning Group
Warren,
New Jersey
|
$482K
|
–
|
–
|
–
|
|
|
212
|
Arete Wealth Advisors
Chicago,
Illinois
|
$482K
|
+$483K
|
+10,072
|
New
|
|
|
213
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$478K
|
-$480K
|
-10,000
|
-50%
|
|
|
214
|
Windham Capital Management
Boston,
Massachusetts
|
$478K
|
+$189K
|
+3,939
|
+65%
|
|
|
215
|
KHP Capital
Tulsa,
Oklahoma
|
$477K
|
+$478K
|
+9,965
|
New
|
|
|
216
|
Cetera Advisor Networks
El Segundo,
California
|
$475K
|
+$69.4K
|
+1,447
|
+17%
|
|
|
217
|
Sequoia Financial Advisors
Akron,
Ohio
|
$450K
|
-$445K
|
-9,280
|
-50%
|
|
|
218
|
Denver PWM
Denver,
Colorado
|
$441K
|
-$33K
|
-688
|
-7%
|
|
|
219
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$435K
|
–
|
–
|
–
|
|
|
220
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$435K
|
–
|
–
|
–
|
|
|
221
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$426K
|
+$116K
|
+2,426
|
+37%
|
|
|
222
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$420K
|
+$17.4K
|
+362
|
+4%
|
|
|
223
|
Paulson Wealth Management
Wheaton,
Illinois
|
$419K
|
-$20K
|
-418
|
-5%
|
|
|
224
|
D.J. St. Germain
Springfield,
Massachusetts
|
$415K
|
-$14.6K
|
-305
|
-3%
|
|
|
225
|
William Blair & Company
Chicago,
Illinois
|
$410K
|
-$245K
|
-5,100
|
-37%
|
|
