|
151
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$262K
|
–
|
–
|
–
|
|
|
152
|
IEQ Capital
Foster City,
California
|
$262K
|
+$260K
|
+9,806
|
New
|
|
|
153
|
AE Wealth Management
Topeka,
Kansas
|
$259K
|
-$244K
|
-9,206
|
-49%
|
|
|
154
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$259K
|
+$17.6K
|
+664
|
+7%
|
|
|
155
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$257K
|
+$8.97K
|
+338
|
+4%
|
|
|
156
|
Gratus Capital
Atlanta,
Georgia
|
$250K
|
-$52.9K
|
-1,994
|
-18%
|
|
|
157
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$242K
|
+$4.67K
|
+176
|
+2%
|
|
|
158
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$234K
|
+$21.2K
|
+798
|
+10%
|
|
|
159
|
Atria Wealth Solutions
New York
|
$230K
|
+$228K
|
+8,606
|
New
|
|
|
160
|
Renaissance Technologies
New York
|
$225K
|
+$223K
|
+8,400
|
New
|
|
|
161
|
Harbor Group
Bedford,
New Hampshire
|
$222K
|
-$138K
|
-5,208
|
-38%
|
|
|
162
|
HB Wealth Management
Atlanta,
Georgia
|
$220K
|
+$219K
|
+8,244
|
New
|
|
|
163
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$220K
|
+$219K
|
+8,256
|
New
|
|
|
164
|
Trivium Point Advisory
Westport,
Connecticut
|
$208K
|
+$13.4K
|
+506
|
+7%
|
|
|
165
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$206K
|
-$35K
|
-1,318
|
-15%
|
|
|
166
|
Strategic Wealth Partners
Independence,
Ohio
|
$206K
|
–
|
–
|
–
|
|
|
167
|
MML Investors Services
Springfield,
Massachusetts
|
$204K
|
+$425
|
+16
|
+0.2%
|
|
|
168
|
William Blair & Company
Chicago,
Illinois
|
$190K
|
-$1.33K
|
-50
|
-0.7%
|
|
|
169
|
Parallel Advisors
San Francisco,
California
|
$188K
|
+$182K
|
+6,876
|
+8,385%
|
|
|
170
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$171K
|
-$25.5K
|
-960
|
-13%
|
|
|
171
|
|
$147K
|
-$44.7K
|
-1,686
|
-23%
|
|
|
172
|
Howe & Rusling
Rochester,
New York
|
$143K
|
–
|
–
|
–
|
|
|
173
|
US Bancorp
Minneapolis,
Minnesota
|
$139K
|
-$5.31K
|
-200
|
-4%
|
|
|
174
|
MCF Advisors
Covington,
Kentucky
|
$132K
|
+$131K
|
+4,928
|
New
|
|
|
175
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$113K
|
+$82.6K
|
+3,112
|
+278%
|
|
