|
701
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$214K
|
–
|
–
|
–
|
|
|
702
|
Summit Financial Group
Moorefield,
West Virginia
|
$213K
|
–
|
–
|
–
|
|
|
703
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$213K
|
+$215K
|
+1,960
|
New
|
|
|
704
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$212K
|
-$73.5K
|
-669
|
-26%
|
|
|
705
|
MGO One Seven
Beachwood,
Ohio
|
$212K
|
+$3.96K
|
+36
|
+2%
|
|
|
706
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$207K
|
–
|
–
|
–
|
|
|
707
|
Cresset Asset Management
Chicago,
Illinois
|
$203K
|
+$205K
|
+1,867
|
New
|
|
|
708
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$202K
|
+$8.24K
|
+75
|
+4%
|
|
|
709
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$202K
|
+$204K
|
+1,855
|
New
|
|
|
710
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$202K
|
+$205K
|
+1,868
|
New
|
|
|
711
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$196K
|
-$6.59K
|
-60
|
-3%
|
|
|
712
|
Private Capital Group
West Hartford,
Connecticut
|
$187K
|
-$39.1K
|
-356
|
-17%
|
|
|
713
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$186K
|
-$6.14M
|
-55,867
|
-97%
|
|
|
714
|
Security National Trust
Wheeling,
West Virginia
|
$181K
|
–
|
–
|
–
|
|
|
715
|
Lazard Asset Management
New York
|
$180K
|
+$182K
|
+1,659
|
+165,900%
|
|
|
716
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$179K
|
+$1.43K
|
+13
|
+0.8%
|
|
|
717
|
Cable Hill Partners
Portland,
Oregon
|
$178K
|
–
|
–
|
–
|
|
|
718
|
Whittier Trust
South Pasadena,
California
|
$177K
|
+$82.4K
|
+750
|
+85%
|
|
|
719
|
SignatureFD
Atlanta,
Georgia
|
$170K
|
+$11.1K
|
+101
|
+7%
|
|
|
720
|
Barrett Asset Management
New York
|
$163K
|
–
|
–
|
–
|
|
|
721
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$149K
|
–
|
–
|
–
|
|
|
722
|
Geneos Wealth Management
Englewood,
Colorado
|
$148K
|
-$4.62K
|
-42
|
-3%
|
|
|
723
|
|
$141K
|
-$49.7K
|
-452
|
-26%
|
|
|
724
|
Global Retirement Partners
San Rafael,
California
|
$138K
|
+$34.8K
|
+317
|
+33%
|
|
|
725
|
Next Financial Group
Houston,
Texas
|
$137K
|
-$37.5K
|
-341
|
-21%
|
|
