|
226
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$440K
|
+$202K
|
+4,553
|
+91%
|
|
|
227
|
Creative Planning
Overland Park,
Kansas
|
$421K
|
+$289K
|
+6,510
|
+250%
|
|
|
228
|
SII Investments
Appleton,
Wisconsin
|
$420K
|
+$19.4K
|
+437
|
+5%
|
|
|
229
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$418K
|
+$333K
|
+7,500
|
+489%
|
|
|
230
|
|
$415K
|
-$59.4K
|
-1,338
|
-13%
|
|
|
231
|
Proficio Capital Partners
Newton,
Massachusetts
|
$407K
|
–
|
–
|
–
|
|
|
232
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$401K
|
+$85.3K
|
+1,921
|
+28%
|
|
|
233
|
Lazard Asset Management
New York
|
$392K
|
+$378K
|
+8,500
|
New
|
|
|
234
|
Geneva Advisors
Chicago,
Illinois
|
$390K
|
+$129K
|
+2,900
|
+52%
|
|
|
235
|
WhitTier Trust Company
Reno,
Nevada
|
$385K
|
+$3.06K
|
+69
|
+0.8%
|
|
|
236
|
Argentus Capital Management
Dallas,
Texas
|
$380K
|
+$28.4K
|
+639
|
+8%
|
|
|
237
|
|
$379K
|
–
|
–
|
–
|
|
|
238
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$379K
|
+$17.8K
|
+400
|
+5%
|
|
|
239
|
ProVise Management Group
Clearwater,
Florida
|
$378K
|
-$29.3K
|
-659
|
-7%
|
|
|
240
|
AIMZ Investment Advisors
Los Altos,
California
|
$370K
|
-$533K
|
-12,000
|
-60%
|
|
|
241
|
Donaldson Capital Management
Evansville,
Indiana
|
$367K
|
+$22.7K
|
+510
|
+7%
|
|
|
242
|
Truist Financial
Charlotte,
North Carolina
|
$365K
|
+$351K
|
+7,900
|
New
|
|
|
243
|
D.A. Davidson & Co
Great Falls,
Montana
|
$359K
|
+$143K
|
+3,210
|
+70%
|
|
|
244
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$347K
|
+$333K
|
+7,500
|
New
|
|
|
245
|
EP Wealth Advisors
Torrance,
California
|
$324K
|
+$20.2K
|
+455
|
+7%
|
|
|
246
|
M Holdings Securities
Portland,
Oregon
|
$318K
|
+$306K
|
+6,886
|
New
|
|
|
247
|
Portfolio Solutions
Royal Oak,
Michigan
|
$315K
|
+$46.6K
|
+1,050
|
+18%
|
|
|
248
|
Silvercrest Asset Management
New York
|
$315K
|
+$302K
|
+6,809
|
New
|
|
|
249
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$312K
|
–
|
–
|
–
|
|
|
250
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$309K
|
-$11.1K
|
-250
|
-4%
|
|
