|
276
|
Creative Planning
Overland Park,
Kansas
|
$347K
|
-$271K
|
-4,873
|
-45%
|
|
|
277
|
Elevation Wealth Partners
Santa Rosa,
California
|
$345K
|
+$243K
|
+4,361
|
+301%
|
|
|
278
|
MAI Capital Management
Independence,
Ohio
|
$342K
|
-$1.56K
|
-28
|
-0.5%
|
|
|
279
|
Meridian Wealth Management
Lexington,
Kentucky
|
$337K
|
+$1.95K
|
+35
|
+0.6%
|
|
|
280
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$336K
|
+$17K
|
+305
|
+6%
|
|
|
281
|
Cascade Financial Partners
San Diego,
California
|
$336K
|
-$22.3K
|
-400
|
-7%
|
|
|
282
|
McDaniel Terry & Co
Austin,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
283
|
Duncker Streett & Co
St. Louis,
Missouri
|
$335K
|
-$10.3K
|
-185
|
-3%
|
|
|
284
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$333K
|
–
|
–
|
–
|
|
|
285
|
Beacon Pointe Advisors
Newport Beach,
California
|
$332K
|
-$32.5K
|
-583
|
-9%
|
|
|
286
|
CreativeOne Wealth
Overland Park,
Kansas
|
$330K
|
+$25.3K
|
+455
|
+9%
|
|
|
287
|
Accel Wealth Management
Waverly,
Iowa
|
$326K
|
-$34.5K
|
-620
|
-10%
|
|
|
288
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$325K
|
+$5.57K
|
+100
|
+2%
|
|
|
289
|
Park Avenue Securities
New York
|
$322K
|
-$55.6K
|
-999
|
-16%
|
|
|
290
|
CenterStar Asset Management
Chicago,
Illinois
|
$316K
|
-$1.03M
|
-18,528
|
-78%
|
|
|
291
|
Formidable Asset Management
Cincinnati,
Ohio
|
$313K
|
–
|
–
|
–
|
|
|
292
|
Grassi Investment Management
Santa Clara,
California
|
$312K
|
-$30.6K
|
-550
|
-9%
|
|
|
293
|
Focus Partners Wealth
Boston,
Massachusetts
|
$308K
|
-$6.79K
|
-122
|
-2%
|
|
|
294
|
Fidelity Investments
Boston,
Massachusetts
|
$307K
|
-$83.2K
|
-1,494
|
-22%
|
|
|
295
|
Fiduciary Trust
Boston,
Massachusetts
|
$307K
|
+$288K
|
+5,165
|
New
|
|
|
296
|
KWB Wealth
Redlands,
California
|
$305K
|
-$166K
|
-2,975
|
-36%
|
|
|
297
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$304K
|
+$285K
|
+5,122
|
New
|
|
|
298
|
Berkeley Capital Partners
Milton,
Georgia
|
$300K
|
+$18.4K
|
+330
|
+7%
|
|
|
299
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$297K
|
–
|
–
|
–
|
|
|
300
|
Cinctive Capital Management
New York
|
$297K
|
+$278K
|
+5,000
|
New
|
|
