|
226
|
Wharton Business Group
Malvern,
Pennsylvania
|
$283K
|
–
|
–
|
–
|
|
|
227
|
Concurrent Investment Advisors
Tampa,
Florida
|
$279K
|
-$175K
|
-1,666
|
-37%
|
|
|
228
|
CVA Family Office
Denver,
Colorado
|
$276K
|
+$232K
|
+2,204
|
+395%
|
|
|
229
|
Grimes & Company
Westborough,
Massachusetts
|
$276K
|
-$11.3K
|
-107
|
-4%
|
|
|
230
|
PKS Advisory Services
Albany,
New York
|
$275K
|
-$312K
|
-2,958
|
-52%
|
|
|
231
|
Nvest Financial
Portsmouth,
New Hampshire
|
$275K
|
+$29.7K
|
+282
|
+11%
|
|
|
232
|
Commerce Bank
Kansas City,
Missouri
|
$273K
|
–
|
–
|
–
|
|
|
233
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$270K
|
–
|
–
|
–
|
|
|
234
|
Merit Financial Group
Alpharetta,
Georgia
|
$263K
|
-$1.23M
|
-11,694
|
-82%
|
|
|
235
|
Gries Financial
Cleveland,
Ohio
|
$253K
|
+$267K
|
+2,537
|
New
|
|
|
236
|
West Branch Capital
Amherst,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
237
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$250K
|
–
|
–
|
–
|
|
|
238
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$246K
|
+$527
|
+5
|
+0.2%
|
|
|
239
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
240
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$246K
|
-$2.48M
|
-23,545
|
-91%
|
|
|
241
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$238K
|
-$3.3M
|
-31,310
|
-93%
|
|
|
242
|
Private Client Services
Louisville,
Kentucky
|
$235K
|
+$1.16K
|
+11
|
+0.5%
|
|
|
243
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$234K
|
–
|
–
|
–
|
|
|
244
|
CAP Partners LLC
Franklin,
Tennessee
|
$231K
|
-$259K
|
-2,462
|
-52%
|
|
|
245
|
Barclays
London,
United Kingdom
|
$229K
|
+$83.9K
|
+797
|
+53%
|
|
|
246
|
Cadence Bank
Tupelo,
Mississippi
|
$228K
|
–
|
–
|
–
|
|
|
247
|
Level Four Advisory Services
Dallas,
Texas
|
$226K
|
-$86.9K
|
-825
|
-27%
|
|
|
248
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$224K
|
-$20.6K
|
-196
|
-8%
|
|
|
249
|
EP Wealth Advisors
Torrance,
California
|
$221K
|
+$26.2K
|
+249
|
+13%
|
|
|
250
|
Detalus Advisors
St. Louis,
Missouri
|
$216K
|
+$211
|
+2
|
+0.1%
|
|
