|
251
|
Envision Financial Planning
Memphis,
Tennessee
|
$261K
|
-$255K
|
-10,690
|
Closed
|
|
|
252
|
Atwater Malick
Lancaster,
Pennsylvania
|
$261K
|
+$15K
|
+630
|
+6%
|
|
|
253
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
254
|
Cooper/Haims Advisors
Victor,
New York
|
$255K
|
–
|
–
|
–
|
|
|
255
|
Raymond James Trust
St. Petersburg,
Florida
|
$253K
|
-$6.12K
|
-257
|
-2%
|
|
|
256
|
Highland Financial Advisors
Wayne,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
257
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$241K
|
+$241K
|
+10,139
|
New
|
|
|
258
|
Scotia Capital
Toronto,
Ontario, Canada
|
$240K
|
–
|
–
|
–
|
|
|
259
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
260
|
Perigon Wealth Management
San Francisco,
California
|
$239K
|
-$29.3K
|
-1,229
|
-11%
|
|
|
261
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
262
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$233K
|
+$233K
|
+9,779
|
New
|
|
|
263
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$218K
|
+$78.1K
|
+3,279
|
+56%
|
|
|
264
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
265
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$208K
|
+$136K
|
+5,723
|
+190%
|
|
|
266
|
Koshinski Asset Management
Decatur,
Illinois
|
$204K
|
+$204K
|
+8,568
|
New
|
|
|
267
|
Private Portfolio Partners
Paramus,
New Jersey
|
$202K
|
–
|
–
|
–
|
|
|
268
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$202K
|
-$202K
|
-8,498
|
-50%
|
|
|
269
|
Avantax Planning Partners
Dubuque,
Iowa
|
$201K
|
+$202K
|
+8,464
|
New
|
|
|
270
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$201K
|
+$201K
|
+8,446
|
New
|
|
|
271
|
HM Payson & Co
Portland,
Maine
|
$199K
|
+$66.6K
|
+2,796
|
+50%
|
|
|
272
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$195K
|
-$3.76K
|
-158
|
-2%
|
|
|
273
|
Horizons Wealth Management
Asheville,
North Carolina
|
$183K
|
–
|
–
|
–
|
|
|
274
|
Harbour Investments
Madison,
Wisconsin
|
$177K
|
+$1.24K
|
+52
|
+0.7%
|
|
|
275
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$148K
|
+$89.6K
|
+3,763
|
+152%
|
|
