|
126
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$378K
|
-$237K
|
-6,481
|
-41%
|
|
|
127
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$366K
|
+$42.2K
|
+1,154
|
+14%
|
|
|
128
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$366K
|
+$336K
|
+9,192
|
New
|
|
|
129
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$361K
|
+$248K
|
+6,789
|
+297%
|
|
|
130
|
UBS Group
Zurich,
Switzerland
|
$341K
|
+$20.8K
|
+569
|
+7%
|
|
|
131
|
Mutual Advisors
Omaha,
Nebraska
|
$337K
|
+$310K
|
+8,473
|
New
|
|
|
132
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$324K
|
-$8.45K
|
-231
|
-3%
|
|
|
133
|
Wade Financial Advisory
Campbell,
California
|
$321K
|
+$6.36K
|
+174
|
+2%
|
|
|
134
|
AGF Management
Toronto,
Ontario, Canada
|
$319K
|
+$11K
|
+300
|
+4%
|
|
|
135
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$296K
|
+$271K
|
+7,414
|
New
|
|
|
136
|
Trevian Wealth Management
Weston,
Massachusetts
|
$294K
|
+$2.12K
|
+58
|
+0.8%
|
|
|
137
|
Alesco Advisors
Pittsford,
New York
|
$293K
|
–
|
–
|
–
|
|
|
138
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$289K
|
+$265K
|
+7,251
|
New
|
|
|
139
|
WBH Advisory
Baltimore,
Maryland
|
$281K
|
+$258K
|
+7,052
|
New
|
|
|
140
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$279K
|
–
|
–
|
–
|
|
|
141
|
Spire Wealth Management
Mclean,
Virginia
|
$276K
|
+$65.3K
|
+1,787
|
+36%
|
|
|
142
|
Tortoise Investment Management
White Plains,
New York
|
$272K
|
–
|
–
|
–
|
|
|
143
|
Harbour Investments
Madison,
Wisconsin
|
$268K
|
+$33.7K
|
+921
|
+16%
|
|
|
144
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$252K
|
-$249K
|
-6,807
|
-52%
|
|
|
145
|
Beacon Financial Group
Dallas,
Texas
|
$250K
|
+$229K
|
+6,272
|
New
|
|
|
146
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$250K
|
+$622
|
+17
|
+0.3%
|
|
|
147
|
Valmark Advisers
Akron,
Ohio
|
$248K
|
–
|
–
|
–
|
|
|
148
|
MAI Capital Management
Independence,
Ohio
|
$248K
|
+$228K
|
+6,230
|
New
|
|
|
149
|
Magnus Financial Group
New York
|
$247K
|
+$227K
|
+6,212
|
New
|
|
|
150
|
Advisory Services Network
Atlanta,
Georgia
|
$247K
|
+$8.92K
|
+244
|
+4%
|
|
