|
201
|
Baker Avenue Asset Management
San Francisco,
California
|
$484K
|
+$485K
|
+17,698
|
New
|
|
|
202
|
Osborne Partners Capital Management
San Francisco,
California
|
$472K
|
–
|
–
|
–
|
|
|
203
|
Donor Advised Charitable Giving
San Francisco,
California
|
$472K
|
+$472K
|
+17,227
|
New
|
|
|
204
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$468K
|
+$267K
|
+9,730
|
+132%
|
|
|
205
|
Cascadia Advisory Services
Portland,
Oregon
|
$463K
|
-$204K
|
-7,430
|
-31%
|
|
|
206
|
IFP Advisors
Tampa,
Florida
|
$462K
|
-$2.98M
|
-108,655
|
-87%
|
|
|
207
|
|
$462K
|
+$462K
|
+16,870
|
New
|
|
|
208
|
PFG Advisors
Phoenix,
Arizona
|
$452K
|
-$443K
|
-16,159
|
-49%
|
|
|
209
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$442K
|
+$442K
|
+16,115
|
New
|
|
|
210
|
Professional Planning
Thousand Oaks,
California
|
$440K
|
+$167K
|
+6,078
|
+61%
|
|
|
211
|
Horizon Investments
Charlotte,
North Carolina
|
$439K
|
-$507K
|
-18,501
|
-53%
|
|
|
212
|
BTS Asset Management
Lincoln,
Massachusetts
|
$427K
|
-$24.4M
|
-889,047
|
-98%
|
|
|
213
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$400K
|
-$44.6K
|
-1,629
|
-10%
|
|
|
214
|
Prudential Financial
Newark,
New Jersey
|
$399K
|
-$385K
|
-14,062
|
-49%
|
|
|
215
|
Menard Financial Group
Houston,
Texas
|
$395K
|
+$11.6K
|
+423
|
+3%
|
|
|
216
|
Friedenthal Financial
Marlton,
New Jersey
|
$393K
|
-$5.66M
|
-206,420
|
-94%
|
|
|
217
|
Seaview Investment Managers
Miami,
Florida
|
$391K
|
+$28.1K
|
+1,025
|
+8%
|
|
|
218
|
Personal CFO Solutions
Chester,
New Jersey
|
$381K
|
-$13.8K
|
-504
|
-3%
|
|
|
219
|
Park Avenue Securities
New York
|
$381K
|
+$85K
|
+3,101
|
+29%
|
|
|
220
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$370K
|
-$10.3M
|
-374,371
|
-97%
|
|
|
221
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$367K
|
+$1.67K
|
+61
|
+0.5%
|
|
|
222
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$364K
|
+$199K
|
+7,272
|
+121%
|
|
|
223
|
Duncker Streett & Co
St. Louis,
Missouri
|
$356K
|
-$22.1K
|
-807
|
-6%
|
|
|
224
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$354K
|
–
|
–
|
–
|
|
|
225
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$353K
|
+$104K
|
+3,780
|
+41%
|
|
