|
276
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$535K
|
-$1.41M
|
-17,763
|
-72%
|
|
|
277
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$535K
|
+$538K
|
+6,772
|
New
|
|
|
278
|
|
$524K
|
–
|
–
|
–
|
|
|
279
|
|
$517K
|
-$28.5K
|
-359
|
-5%
|
|
|
280
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$509K
|
+$512K
|
+6,439
|
New
|
|
|
281
|
West Oak Capital
Westlake Village,
California
|
$503K
|
+$259K
|
+3,255
|
+104%
|
|
|
282
|
Patten Group
Chattanooga,
Tennessee
|
$484K
|
-$104K
|
-1,310
|
-18%
|
|
|
283
|
Ashfield Capital Partners
San Francisco,
California
|
$481K
|
–
|
–
|
–
|
|
|
284
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$481K
|
+$485K
|
+6,100
|
New
|
|
|
285
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$475K
|
–
|
–
|
–
|
|
|
286
|
Prospera Financial Services
Dallas,
Texas
|
$465K
|
+$47.7K
|
+600
|
+11%
|
|
|
287
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$454K
|
+$456K
|
+5,744
|
New
|
|
|
288
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$451K
|
–
|
–
|
–
|
|
|
289
|
Freestone Capital Holdings
Seattle,
Washington
|
$447K
|
-$100K
|
-1,260
|
-18%
|
|
|
290
|
Asset Dedication LLC
San Francisco,
California
|
$445K
|
+$448K
|
+5,633
|
New
|
|
|
291
|
Peak Asset Management
Louisville,
Colorado
|
$440K
|
-$4.29K
|
-54
|
-1%
|
|
|
292
|
Legacy Private Trust
Neenah,
Wisconsin
|
$425K
|
+$194K
|
+2,447
|
+84%
|
|
|
293
|
Crosspoint Capital Strategies
Orinda,
California
|
$424K
|
+$412K
|
+5,187
|
+3,679%
|
|
|
294
|
Efficient Market Advisors
San Diego,
California
|
$419K
|
-$463K
|
-5,833
|
-52%
|
|
|
295
|
Greatmark Investment Partners
Columbus,
Georgia
|
$415K
|
+$3.97K
|
+50
|
+1%
|
|
|
296
|
HM Payson & Co
Portland,
Maine
|
$406K
|
–
|
–
|
–
|
|
|
297
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$397K
|
–
|
–
|
–
|
|
|
298
|
Cerity Partners OCIO
New York
|
$396K
|
–
|
–
|
–
|
|
|
299
|
SVA Wealth Management
Madison,
Wisconsin
|
$383K
|
+$386K
|
+4,853
|
New
|
|
|
300
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$368K
|
+$371K
|
+4,663
|
New
|
|
