|
126
|
LifePlan Financial Group
Dayton,
Ohio
|
$302K
|
+$2.74K
|
+71
|
+1%
|
|
|
127
|
Vista Capital Partners
Portland,
Oregon
|
$296K
|
–
|
–
|
–
|
|
|
128
|
Phocas Financial Corp
Alameda,
California
|
$288K
|
–
|
–
|
–
|
|
|
129
|
Raymond James Trust
St. Petersburg,
Florida
|
$282K
|
+$3.81K
|
+99
|
+1%
|
|
|
130
|
Cypress Wealth Advisors
San Francisco,
California
|
$280K
|
–
|
–
|
–
|
|
|
131
|
Scotia Capital
Toronto,
Ontario, Canada
|
$276K
|
+$257K
|
+6,660
|
New
|
|
|
132
|
High Point Bank & Trust
High Point,
North Carolina
|
$271K
|
-$25.7K
|
-666
|
-9%
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$261K
|
-$303K
|
-7,854
|
-55%
|
|
|
134
|
Choate Investment Advisors
Boston,
Massachusetts
|
$259K
|
-$286K
|
-7,420
|
-54%
|
|
|
135
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$257K
|
+$9.25K
|
+240
|
+4%
|
|
|
136
|
Frontier Wealth Management
Kansas City,
Missouri
|
$252K
|
-$68.2K
|
-1,770
|
-23%
|
|
|
137
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$250K
|
-$17.8K
|
-461
|
-7%
|
|
|
138
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$250K
|
+$232K
|
+6,031
|
New
|
|
|
139
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$240K
|
-$8.59K
|
-223
|
-4%
|
|
|
140
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$236K
|
+$848
|
+22
|
+0.4%
|
|
|
141
|
|
$234K
|
+$82.1K
|
+2,131
|
+61%
|
|
|
142
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$227K
|
-$415K
|
-10,779
|
-66%
|
|
|
143
|
MSI Financial Services
Springfield,
Massachusetts
|
$227K
|
-$90.2K
|
-2,340
|
-30%
|
|
|
144
|
Legacy Private Trust
Neenah,
Wisconsin
|
$222K
|
-$2.58K
|
-67
|
-1%
|
|
|
145
|
Windham Capital Management
Boston,
Massachusetts
|
$219K
|
+$204K
|
+5,286
|
New
|
|
|
146
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$217K
|
-$963
|
-25
|
-0.5%
|
|
|
147
|
Bernzott Capital Advisors
Camarillo,
California
|
$210K
|
+$195K
|
+5,060
|
New
|
|
|
148
|
The Family Firm
Bethesda,
Maryland
|
$204K
|
+$189K
|
+4,912
|
New
|
|
|
149
|
Financial Counselors Inc
Overland Park,
Kansas
|
$204K
|
+$190K
|
+4,924
|
New
|
|
|
150
|
Sequoia Financial Advisors
Akron,
Ohio
|
$201K
|
-$100K
|
-2,604
|
-35%
|
|
