|
226
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$536K
|
+$367K
|
+2,403
|
+359%
|
|
|
227
|
EPG Wealth Management
Atlanta,
Georgia
|
$535K
|
+$368K
|
+2,411
|
+331%
|
|
|
228
|
Alterna Wealth Management
Houston,
Texas
|
$532K
|
+$4.88K
|
+32
|
+1%
|
|
|
229
|
|
$512K
|
–
|
–
|
–
|
|
|
230
|
Fulcrum Equity Management
Plano,
Texas
|
$483K
|
+$432K
|
+2,830
|
New
|
|
|
231
|
Comerica Bank
Dallas,
Texas
|
$473K
|
+$97.7K
|
+640
|
+33%
|
|
|
232
|
Titus Wealth Management
Larskpur,
California
|
$470K
|
-$16.5K
|
-108
|
-4%
|
|
|
233
|
Summit Wealth Partners
Orlando,
Florida
|
$459K
|
-$49.1K
|
-322
|
-11%
|
|
|
234
|
Institute for Wealth Management
Denver,
Colorado
|
$452K
|
+$112K
|
+735
|
+38%
|
|
|
235
|
Foresight Wealth Management
Draper,
Utah
|
$441K
|
-$124K
|
-812
|
-24%
|
|
|
236
|
Raymond James Trust
St. Petersburg,
Florida
|
$422K
|
+$377K
|
+2,472
|
New
|
|
|
237
|
Claro Advisors
Boston,
Massachusetts
|
$418K
|
-$6.41K
|
-42
|
-2%
|
|
|
238
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$414K
|
-$1.53K
|
-10
|
-0.4%
|
|
|
239
|
Parker Investment Management
Menlo Park,
California
|
$411K
|
-$1.53K
|
-10
|
-0.4%
|
|
|
240
|
Great Diamond Partners
Portland,
Maine
|
$407K
|
+$23.5K
|
+154
|
+7%
|
|
|
241
|
Loveless Wealth Management
Billings,
Montana
|
$406K
|
-$42K
|
-275
|
-10%
|
|
|
242
|
Glassman Wealth Services
Vienna,
Virginia
|
$402K
|
-$22.7K
|
-149
|
-6%
|
|
|
243
|
SVB Wealth
Boston,
Massachusetts
|
$399K
|
+$53.3K
|
+349
|
+18%
|
|
|
244
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$395K
|
–
|
–
|
–
|
|
|
245
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$387K
|
-$35.9K
|
-235
|
-9%
|
|
|
246
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$387K
|
–
|
–
|
–
|
|
|
247
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$385K
|
–
|
–
|
–
|
|
|
248
|
Private Portfolio Partners
Paramus,
New Jersey
|
$378K
|
+$22.1K
|
+145
|
+7%
|
|
|
249
|
|
$375K
|
–
|
–
|
–
|
|
|
250
|
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
$374K
|
–
|
–
|
–
|
|
