|
151
|
PDS Planning
Dublin,
Ohio
|
$242K
|
+$12.8K
|
+2,670
|
+5%
|
|
|
152
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$239K
|
+$7.08K
|
+1,472
|
+3%
|
|
|
153
|
Sage Rhino Capital
Menlo Park,
California
|
$233K
|
+$1.26K
|
+263
|
+0.5%
|
|
|
154
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$229K
|
-$1.25K
|
-260
|
-0.5%
|
|
|
155
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$228K
|
+$11.2K
|
+2,320
|
+5%
|
|
|
156
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$227K
|
-$46.4K
|
-9,654
|
-16%
|
|
|
157
|
Legacy Capital Group California
Los Gatos,
California
|
$226K
|
-$1.25K
|
-260
|
-0.5%
|
|
|
158
|
Iconiq Capital
San Francisco,
California
|
$218K
|
+$32.2K
|
+6,698
|
+16%
|
|
|
159
|
|
$218K
|
-$86.3K
|
-17,947
|
-27%
|
|
|
160
|
&Partners
Nashville,
Tennessee
|
$216K
|
+$86.8K
|
+18,048
|
+60%
|
|
|
161
|
William Blair & Company
Chicago,
Illinois
|
$206K
|
+$783
|
+163
|
+0.4%
|
|
|
162
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$201K
|
+$6.8K
|
+1,415
|
+3%
|
|
|
163
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$200K
|
-$13.4K
|
-2,798
|
-6%
|
|
|
164
|
Aspen Grove Capital
Avon,
Colorado
|
$197K
|
+$485
|
+101
|
+0.2%
|
|
|
165
|
Focus Partners Wealth
Boston,
Massachusetts
|
$196K
|
+$45.4K
|
+9,443
|
+28%
|
|
|
166
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$194K
|
+$913
|
+190
|
+0.4%
|
|
|
167
|
|
$192K
|
+$15.7K
|
+3,263
|
+8%
|
|
|
168
|
Truist Financial
Charlotte,
North Carolina
|
$190K
|
+$18.9K
|
+3,929
|
+10%
|
|
|
169
|
Legacy Financial Advisors
Covington,
Kentucky
|
$188K
|
-$32.5K
|
-6,753
|
-14%
|
|
|
170
|
|
$185K
|
+$2.39K
|
+497
|
+1%
|
|
|
171
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$184K
|
-$24.5K
|
-5,089
|
-14%
|
|
|
172
|
Cadence Bank
Tupelo,
Mississippi
|
$182K
|
–
|
–
|
–
|
|
|
173
|
Valeo Financial Advisors
Carmel,
Indiana
|
$180K
|
–
|
–
|
–
|
|
|
174
|
Wealthstream Advisors
New York
|
$176K
|
+$17.7K
|
+3,684
|
+11%
|
|
|
175
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$172K
|
-$3.01K
|
-627
|
-2%
|
|
