|
151
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$416K
|
-$4.46K
|
-30
|
-1%
|
|
|
152
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$413K
|
+$17.3K
|
+116
|
+5%
|
|
|
153
|
Bank of New York Mellon
New York
|
$412K
|
+$386K
|
+2,596
|
New
|
|
|
154
|
Argent Trust Co
Nashville,
Tennessee
|
$401K
|
-$81.9K
|
-550
|
-18%
|
|
|
155
|
Private Advisory Group
Redmond,
Washington
|
$399K
|
+$7.44K
|
+50
|
+2%
|
|
|
156
|
Welch & Forbes
Boston,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
157
|
Destiny Wealth Partners
Tavares,
Florida
|
$393K
|
–
|
–
|
–
|
|
|
158
|
Darwin Wealth Management
Tampa,
Florida
|
$392K
|
+$83.6K
|
+562
|
+30%
|
|
|
159
|
Creative Planning
Overland Park,
Kansas
|
$389K
|
-$393K
|
-2,642
|
-52%
|
|
|
160
|
EP Wealth Advisors
Torrance,
California
|
$379K
|
+$94.1K
|
+632
|
+36%
|
|
|
161
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$362K
|
+$14.9K
|
+100
|
+5%
|
|
|
162
|
PFG Advisors
Phoenix,
Arizona
|
$346K
|
–
|
–
|
–
|
|
|
163
|
1900 Wealth Management
San Antonio,
Texas
|
$343K
|
+$321K
|
+2,157
|
New
|
|
|
164
|
Wintrust Investments
Chicago,
Illinois
|
$338K
|
-$109K
|
-732
|
-26%
|
|
|
165
|
Raymond James Trust
St. Petersburg,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
166
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$330K
|
+$309K
|
+2,078
|
New
|
|
|
167
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$329K
|
-$59.5K
|
-400
|
-16%
|
|
|
168
|
Commerce Bank
Kansas City,
Missouri
|
$317K
|
-$43.2K
|
-290
|
-13%
|
|
|
169
|
Millennium Management
New York
|
$317K
|
+$296K
|
+1,992
|
New
|
|
|
170
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$301K
|
–
|
–
|
–
|
|
|
171
|
Strategic Blueprint
Atlanta,
Georgia
|
$300K
|
+$281K
|
+1,885
|
New
|
|
|
172
|
Beaton Management Company
Haverhill,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
173
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$280K
|
–
|
–
|
–
|
|
|
174
|
Fidelity Investments
Boston,
Massachusetts
|
$278K
|
-$20.7K
|
-139
|
-7%
|
|
|
175
|
SignalPoint Asset Management
Springfield,
Missouri
|
$278K
|
+$21.7K
|
+146
|
+9%
|
|
