|
226
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.49M
|
–
|
–
|
–
|
|
|
227
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.29M
|
+$37.9K
|
+591
|
+1%
|
|
|
228
|
Cresset Asset Management
Chicago,
Illinois
|
$3.28M
|
-$6.88M
|
-107,354
|
-68%
|
|
|
229
|
Montag & Associates
Atlanta,
Georgia
|
$3.25M
|
+$8.91K
|
+139
|
+0.3%
|
|
|
230
|
Sterling Wealth Management
Champaign,
Illinois
|
$3.2M
|
+$8.72K
|
+136
|
+0.3%
|
|
|
231
|
Renaissance Technologies
New York
|
$3.15M
|
+$1.46M
|
+22,800
|
+86%
|
|
|
232
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$3.13M
|
+$2.06M
|
+32,194
|
+191%
|
|
|
233
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$3.09M
|
+$287K
|
+4,480
|
+10%
|
|
|
234
|
Financial Council
Towson,
Maryland
|
$3.08M
|
–
|
–
|
–
|
|
|
235
|
Lodestone Wealth Management
Spokane,
Washington
|
$3.08M
|
-$9.17K
|
-143
|
-0.3%
|
|
|
236
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.04M
|
–
|
–
|
–
|
|
|
237
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$3M
|
-$404K
|
-6,306
|
-12%
|
|
|
238
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.97M
|
-$235K
|
-3,659
|
-7%
|
|
|
239
|
Fidelity Investments
Boston,
Massachusetts
|
$2.96M
|
+$960K
|
+14,975
|
+48%
|
|
|
240
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.94M
|
+$53.3K
|
+831
|
+2%
|
|
|
241
|
Andrews Lucia Wealth Management
Danville,
California
|
$2.93M
|
+$3.46K
|
+54
|
+0.1%
|
|
|
242
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.88M
|
+$216K
|
+3,368
|
+8%
|
|
|
243
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.88M
|
-$19K
|
-297
|
-0.7%
|
|
|
244
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.88M
|
-$19K
|
-297
|
-0.7%
|
|
|
245
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.88M
|
–
|
–
|
–
|
|
|
246
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.85M
|
+$1.99K
|
+31
|
+0.1%
|
|
|
247
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.84M
|
-$161K
|
-2,511
|
-5%
|
|
|
248
|
Elevate Wealth Advisory
Athens,
Georgia
|
$2.81M
|
+$45.1K
|
+704
|
+2%
|
|
|
249
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.81M
|
+$151K
|
+2,357
|
+6%
|
|
|
250
|
|
$2.81M
|
–
|
–
|
–
|
|
