|
301
|
Evensky & Katz
Coral Gables,
Florida
|
$761K
|
-$970K
|
-39,264
|
-54%
|
|
|
302
|
Whittier Trust
South Pasadena,
California
|
$752K
|
-$8.53K
|
-345
|
-1%
|
|
|
303
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$744K
|
-$17.4K
|
-704
|
-2%
|
|
|
304
|
Zacks Investment Management
Chicago,
Illinois
|
$741K
|
+$418K
|
+16,918
|
+105%
|
|
|
305
|
Zhang Financial
Portage,
Michigan
|
$739K
|
+$270K
|
+10,935
|
+50%
|
|
|
306
|
Morling Financial Advisors
Fremont,
California
|
$738K
|
-$1.06M
|
-42,937
|
-57%
|
|
|
307
|
WT Wealth Management
Scottsdale,
Arizona
|
$738K
|
-$553K
|
-22,374
|
-40%
|
|
|
308
|
Foster & Motley
Cincinnati,
Ohio
|
$736K
|
-$64.5K
|
-2,609
|
-7%
|
|
|
309
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$731K
|
-$55.7K
|
-2,255
|
-6%
|
|
|
310
|
True North Advisors
Dallas,
Texas
|
$719K
|
+$240K
|
+9,695
|
+43%
|
|
|
311
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$710K
|
+$12K
|
+487
|
+2%
|
|
|
312
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$708K
|
+$439K
|
+17,779
|
+129%
|
|
|
313
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$699K
|
-$105K
|
-4,236
|
-12%
|
|
|
314
|
Planning Alternatives
Birmingham,
Michigan
|
$696K
|
-$17.7K
|
-716
|
-2%
|
|
|
315
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$694K
|
-$62.8K
|
-2,543
|
-8%
|
|
|
316
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$694K
|
+$93K
|
+3,764
|
+14%
|
|
|
317
|
Sand Hill Global Advisors
Palo Alto,
California
|
$692K
|
–
|
–
|
–
|
|
|
318
|
Private Trust Company
Cleveland,
Ohio
|
$687K
|
-$198
|
-8
|
-0%
|
|
|
319
|
Abacus Planning Group
Columbia,
South Carolina
|
$681K
|
+$4.13K
|
+167
|
+0.6%
|
|
|
320
|
GW & Wade
Wellesley,
Massachusetts
|
$677K
|
-$12.8K
|
-518
|
-2%
|
|
|
321
|
Journey Advisory Group
Covington,
Kentucky
|
$664K
|
-$5.63K
|
-228
|
-0.8%
|
|
|
322
|
Asset Dedication LLC
San Francisco,
California
|
$661K
|
+$725K
|
+29,335
|
New
|
|
|
323
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$660K
|
-$5.26K
|
-213
|
-0.7%
|
|
|
324
|
Laidlaw Wealth Management
New York City,
New York
|
$655K
|
-$45.5K
|
-1,842
|
-6%
|
|
|
325
|
Raymond James & Associates
St Petersburg,
Florida
|
$650K
|
+$3.95K
|
+160
|
+0.6%
|
|
