|
201
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$240K
|
–
|
–
|
–
|
|
|
202
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$240K
|
–
|
–
|
–
|
|
|
203
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$240K
|
+$6.25K
|
+120
|
+3%
|
|
|
204
|
Portfolio Solutions
Royal Oak,
Michigan
|
$240K
|
+$238K
|
+4,569
|
New
|
|
|
205
|
Leisure Capital Management
Costa Mesa,
California
|
$236K
|
–
|
–
|
–
|
|
|
206
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$236K
|
+$52
|
+1
|
+0%
|
|
|
207
|
Linscomb Wealth
Houston,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
208
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
209
|
Successful Portfolios
Clearwater,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
210
|
Principle Wealth Partners
Madison,
Connecticut
|
$232K
|
+$230K
|
+4,418
|
New
|
|
|
211
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$232K
|
+$230K
|
+4,425
|
New
|
|
|
212
|
William Blair & Company
Chicago,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
213
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$229K
|
+$227K
|
+4,365
|
New
|
|
|
214
|
JFG Wealth Management
Denver,
Colorado
|
$227K
|
+$34.7K
|
+667
|
+18%
|
|
|
215
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$223K
|
+$221K
|
+4,248
|
New
|
|
|
216
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$218K
|
-$677
|
-13
|
-0.3%
|
|
|
217
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$215K
|
-$22.2K
|
-427
|
-9%
|
|
|
218
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$213K
|
–
|
–
|
–
|
|
|
219
|
Pinnacle Associates
New York
|
$211K
|
–
|
–
|
–
|
|
|
220
|
WealthSource Partners
San Luis Obispo,
California
|
$204K
|
+$202K
|
+3,881
|
New
|
|
|
221
|
Private Capital Group
West Hartford,
Connecticut
|
$197K
|
+$625
|
+12
|
+0.3%
|
|
|
222
|
Professional Financial Advisors
North Platte,
Nebraska
|
$175K
|
+$729
|
+14
|
+0.4%
|
|
|
223
|
Cordasco Financial Network
Naples,
Florida
|
$171K
|
–
|
–
|
–
|
|
|
224
|
Addison Advisors
Middlebury,
Vermont
|
$171K
|
+$169K
|
+3,250
|
New
|
|
|
225
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$170K
|
+$4.37K
|
+84
|
+3%
|
|
