|
201
|
Creative Planning
Overland Park,
Kansas
|
$246K
|
+$18.9K
|
+374
|
+8%
|
|
|
202
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$244K
|
+$29.1K
|
+576
|
+12%
|
|
|
203
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$243K
|
+$262K
|
+5,200
|
New
|
|
|
204
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$234K
|
-$202K
|
-4,000
|
-44%
|
|
|
205
|
Copperwynd Financial
Scottsdale,
Arizona
|
$234K
|
–
|
–
|
–
|
|
|
206
|
Washington Trust
Westerly,
Rhode Island
|
$234K
|
–
|
–
|
–
|
|
|
207
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$229K
|
+$9.89K
|
+196
|
+4%
|
|
|
208
|
SVB Wealth
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
209
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$220K
|
+$237K
|
+4,705
|
New
|
|
|
210
|
Essex Financial Services
Essex,
Connecticut
|
$217K
|
–
|
–
|
–
|
|
|
211
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$212K
|
+$229K
|
+4,535
|
New
|
|
|
212
|
Parallel Advisors
San Francisco,
California
|
$209K
|
-$16.8K
|
-332
|
-7%
|
|
|
213
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$209K
|
-$3.79K
|
-75
|
-2%
|
|
|
214
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$208K
|
-$535K
|
-10,592
|
-70%
|
|
|
215
|
Soros Capital Management
New York
|
$205K
|
-$55.6K
|
-1,101
|
-20%
|
|
|
216
|
Encompass Wealth Advisors
Portland,
Oregon
|
$204K
|
–
|
–
|
–
|
|
|
217
|
Stephens Inc
Little Rock,
Arkansas
|
$201K
|
+$217K
|
+4,306
|
New
|
|
|
218
|
Lido Advisors
Los Angeles,
California
|
$200K
|
+$216K
|
+4,287
|
New
|
|
|
219
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$193K
|
-$23K
|
-455
|
-10%
|
|
|
220
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$190K
|
+$204K
|
+4,049
|
New
|
|
|
221
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$183K
|
+$2.02K
|
+40
|
+1%
|
|
|
222
|
Spire Wealth Management
Mclean,
Virginia
|
$175K
|
+$3.63K
|
+72
|
+2%
|
|
|
223
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$171K
|
–
|
–
|
–
|
|
|
224
|
Choate Investment Advisors
Boston,
Massachusetts
|
$170K
|
+$184K
|
+3,640
|
New
|
|
|
225
|
Baystate Wealth Management
Boston,
Massachusetts
|
$155K
|
–
|
–
|
–
|
|
