|
151
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$379K
|
-$172K
|
-3,410
|
-31%
|
|
|
152
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$352K
|
+$3.38K
|
+67
|
+1%
|
|
|
153
|
Clear Point Advisors
Melville,
New York
|
$349K
|
+$1.06K
|
+21
|
+0.3%
|
|
|
154
|
&Partners
Nashville,
Tennessee
|
$347K
|
-$4.34K
|
-86
|
-1%
|
|
|
155
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$337K
|
+$134K
|
+2,665
|
+67%
|
|
|
156
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
157
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$323K
|
-$1.36K
|
-27
|
-0.4%
|
|
|
158
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$317K
|
+$52.3K
|
+1,038
|
+20%
|
|
|
159
|
Private Wealth Group
Tampa,
Florida
|
$305K
|
+$22.4K
|
+445
|
+8%
|
|
|
160
|
Gradient Investments
Arden Hills,
Minnesota
|
$304K
|
+$11.5K
|
+228
|
+4%
|
|
|
161
|
Novem Group
Rochester,
New York
|
$304K
|
-$6.51K
|
-129
|
-2%
|
|
|
162
|
Nuveen
Charlotte,
North Carolina
|
$298K
|
+$297K
|
+5,895
|
New
|
|
|
163
|
Old Mission Capital
Chicago,
Illinois
|
$294K
|
+$294K
|
+5,821
|
New
|
|
|
164
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$294K
|
+$293K
|
+5,813
|
New
|
|
|
165
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$287K
|
+$47K
|
+931
|
+20%
|
|
|
166
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$283K
|
-$294K
|
-5,821
|
-51%
|
|
|
167
|
Horizon Family Wealth
Chicago,
Illinois
|
$272K
|
+$1.92K
|
+38
|
+0.7%
|
|
|
168
|
Objective Capital Management
Pepper Pike,
Ohio
|
$265K
|
–
|
–
|
–
|
|
|
169
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$258K
|
–
|
–
|
–
|
|
|
170
|
Kestra Private Wealth Services
Austin,
Texas
|
$241K
|
+$454
|
+9
|
+0.2%
|
|
|
171
|
Harbour Investments
Madison,
Wisconsin
|
$233K
|
+$2.22K
|
+44
|
+1%
|
|
|
172
|
Archford Capital Strategies
Swansea,
Illinois
|
$232K
|
+$1.66K
|
+33
|
+0.7%
|
|
|
173
|
Worth Asset Management
Dallas,
Texas
|
$232K
|
-$10.1K
|
-200
|
-4%
|
|
|
174
|
Madison Wealth Partners
Madison,
Wisconsin
|
$229K
|
+$908
|
+18
|
+0.4%
|
|
|
175
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$229K
|
-$58.9K
|
-1,167
|
-20%
|
|
