|
401
|
Asset Management Resources
Hyannis,
Massachusetts
|
$226K
|
+$201K
|
+1,338
|
New
|
|
|
402
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$226K
|
-$10.8M
|
-71,700
|
-98%
|
|
|
403
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
404
|
Personal CFO Solutions
Chester,
New Jersey
|
$222K
|
+$197K
|
+1,311
|
New
|
|
|
405
|
Level Four Advisory Services
Dallas,
Texas
|
$221K
|
-$49.9K
|
-333
|
-20%
|
|
|
406
|
Continental Investors Services
Longview,
Washington
|
$219K
|
+$189K
|
+1,260
|
New
|
|
|
407
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$218K
|
+$193K
|
+1,287
|
New
|
|
|
408
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$214K
|
+$189K
|
+1,263
|
New
|
|
|
409
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$214K
|
+$189K
|
+1,263
|
New
|
|
|
410
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$211K
|
+$187K
|
+1,245
|
New
|
|
|
411
|
Terra Nova Asset Management
New York
|
$209K
|
+$185K
|
+1,233
|
New
|
|
|
412
|
Glenview Trust
Louisville,
Kentucky
|
$206K
|
+$183K
|
+1,221
|
New
|
|
|
413
|
Good Life Advisors
Reading,
Pennsylvania
|
$205K
|
+$182K
|
+1,212
|
New
|
|
|
414
|
Icon Wealth Partners
Houston,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
415
|
Calamos Wealth Management
Naperville,
Illinois
|
$203K
|
+$180K
|
+1,200
|
New
|
|
|
416
|
Journey Advisory Group
Covington,
Kentucky
|
$203K
|
+$180K
|
+1,200
|
New
|
|
|
417
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$202K
|
-$848K
|
-5,655
|
-83%
|
|
|
418
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$202K
|
-$23.4K
|
-156
|
-12%
|
|
|
419
|
V Wealth Advisors
Overland Park,
Kansas
|
$201K
|
+$178K
|
+1,188
|
New
|
|
|
420
|
DZ Bank
Frankfurt Am Main,
Germany
|
$196K
|
-$96.3K
|
-642
|
-36%
|
|
|
421
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$194K
|
–
|
–
|
–
|
|
|
422
|
AllSquare Wealth Management
Albany,
New York
|
$191K
|
–
|
–
|
–
|
|
|
423
|
Matthew Hamilton Rosenberg
|
$183K
|
–
|
–
|
–
|
|
|
424
|
Sandy Spring Bank
Olney,
Maryland
|
$169K
|
+$54K
|
+360
|
+56%
|
|
|
425
|
Marshall Wace
London,
United Kingdom
|
$165K
|
+$147K
|
+978
|
New
|
|
