|
151
|
GM Advisory Group
Melville,
New York
|
$300K
|
–
|
–
|
–
|
|
|
152
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$300K
|
-$9.27K
|
-243
|
-3%
|
|
|
153
|
Empirical Wealth Management
Seattle,
Washington
|
$299K
|
-$31.1K
|
-815
|
-10%
|
|
|
154
|
Financial Alternatives
La Jolla,
California
|
$297K
|
-$25.3K
|
-663
|
-8%
|
|
|
155
|
Snowden Capital Advisors
New York
|
$294K
|
-$10.7K
|
-280
|
-4%
|
|
|
156
|
Spire Wealth Management
Mclean,
Virginia
|
$291K
|
-$25.1K
|
-659
|
-8%
|
|
|
157
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$291K
|
–
|
–
|
–
|
|
|
158
|
Valeo Financial Advisors
Carmel,
Indiana
|
$291K
|
-$8.2K
|
-215
|
-3%
|
|
|
159
|
Congress Wealth Management
Boston,
Massachusetts
|
$283K
|
+$266K
|
+6,967
|
New
|
|
|
160
|
FAS Wealth Partners
Leawood,
Kansas
|
$283K
|
+$534
|
+14
|
+0.2%
|
|
|
161
|
Central Trust Company
Jefferson City,
Missouri
|
$283K
|
-$13.7K
|
-359
|
-5%
|
|
|
162
|
Silver Oak Securities
Jackson,
Tennessee
|
$279K
|
-$8.93K
|
-234
|
-3%
|
|
|
163
|
William Blair & Company
Chicago,
Illinois
|
$279K
|
-$9.31K
|
-244
|
-3%
|
|
|
164
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$278K
|
-$33.4K
|
-875
|
-11%
|
|
|
165
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$277K
|
–
|
–
|
–
|
|
|
166
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$277K
|
–
|
–
|
–
|
|
|
167
|
Lyell Wealth Management
Menlo Park,
California
|
$275K
|
–
|
–
|
–
|
|
|
168
|
Courier Capital
Buffalo,
New York
|
$275K
|
–
|
–
|
–
|
|
|
169
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$263K
|
+$23.4K
|
+614
|
+11%
|
|
|
170
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$260K
|
-$79.1K
|
-2,074
|
-25%
|
|
|
171
|
Regions Financial Corp
Birmingham,
Alabama
|
$254K
|
–
|
–
|
–
|
|
|
172
|
Evoke Wealth
Los Angeles,
California
|
$242K
|
–
|
–
|
–
|
|
|
173
|
AssetMark Inc
Concord,
California
|
$240K
|
+$49K
|
+1,284
|
+28%
|
|
|
174
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$236K
|
+$572
|
+15
|
+0.3%
|
|
|
175
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$235K
|
–
|
–
|
–
|
|
