|
351
|
Valeo Financial Advisors
Carmel,
Indiana
|
$294K
|
–
|
–
|
–
|
|
|
352
|
EP Wealth Advisors
Torrance,
California
|
$293K
|
-$773K
|
-4,004
|
-71%
|
|
|
353
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$290K
|
-$69.7K
|
-361
|
-19%
|
|
|
354
|
FirstPurpose Wealth
Orem,
Utah
|
$287K
|
-$19.3K
|
-100
|
-6%
|
|
|
355
|
Avalon Trust
Santa Fe,
New Mexico
|
$287K
|
–
|
–
|
–
|
|
|
356
|
Nadler Financial Group
Deerfield,
Illinois
|
$284K
|
–
|
–
|
–
|
|
|
357
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
358
|
Gilbert & Cook
West Des Moines,
Iowa
|
$282K
|
-$152K
|
-787
|
-34%
|
|
|
359
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$276K
|
–
|
–
|
–
|
|
|
360
|
Silver Oak Securities
Jackson,
Tennessee
|
$275K
|
-$18.1K
|
-94
|
-6%
|
|
|
361
|
Panoramic Investment Advisors
Denver,
Colorado
|
$274K
|
+$290K
|
+1,501
|
New
|
|
|
362
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$274K
|
–
|
–
|
–
|
|
|
363
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$270K
|
–
|
–
|
–
|
|
|
364
|
Pacific Capital Wealth Advisors
Corona,
California
|
$270K
|
–
|
–
|
–
|
|
|
365
|
HM Payson & Co
Portland,
Maine
|
$269K
|
–
|
–
|
–
|
|
|
366
|
Archford Capital Strategies
Swansea,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
367
|
Quantitative Strategies
Calabasas,
California
|
$267K
|
+$21K
|
+109
|
+8%
|
|
|
368
|
Cannell & Spears
New York
|
$262K
|
–
|
–
|
–
|
|
|
369
|
Strategic Financial Concepts
San Antonio,
Texas
|
$260K
|
+$19.1K
|
+99
|
+7%
|
|
|
370
|
Advisor Partners II
Walnut Creek,
California
|
$260K
|
+$274K
|
+1,422
|
New
|
|
|
371
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$259K
|
-$33.6K
|
-174
|
-11%
|
|
|
372
|
Richard C. Young & Co
Newport,
Rhode Island
|
$253K
|
+$1.74K
|
+9
|
+0.7%
|
|
|
373
|
Stevard LLC
Chicago,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
374
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$250K
|
-$201K
|
-1,040
|
-43%
|
|
|
375
|
TD Private Client Wealth
New York
|
$250K
|
+$12.2K
|
+63
|
+5%
|
|
