|
126
|
Pasadena Private Wealth
Pasadena,
California
|
$354K
|
-$178K
|
-2,818
|
-35%
|
|
|
127
|
|
$353K
|
+$40.5K
|
+640
|
+14%
|
|
|
128
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$353K
|
+$45.3K
|
+715
|
+16%
|
|
|
129
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$347K
|
+$253
|
+4
|
+0.1%
|
|
|
130
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$320K
|
–
|
–
|
–
|
|
|
131
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$300K
|
-$2.47K
|
-39
|
-0.9%
|
|
|
132
|
Arete Wealth Advisors
Chicago,
Illinois
|
$295K
|
+$278K
|
+4,395
|
New
|
|
|
133
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$294K
|
–
|
–
|
–
|
|
|
134
|
Mercer Global Advisors
Denver,
Colorado
|
$290K
|
-$129K
|
-2,042
|
-32%
|
|
|
135
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
136
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$279K
|
+$67.6K
|
+1,068
|
+35%
|
|
|
137
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$276K
|
+$261K
|
+4,119
|
New
|
|
|
138
|
Tranquility Partners
Brentwood,
Tennessee
|
$275K
|
–
|
–
|
–
|
|
|
139
|
Creative Planning
Overland Park,
Kansas
|
$271K
|
+$1.58K
|
+25
|
+0.6%
|
|
|
140
|
Denver PWM
Denver,
Colorado
|
$271K
|
+$256K
|
+4,045
|
New
|
|
|
141
|
EP Wealth Advisors
Torrance,
California
|
$269K
|
-$254K
|
-4,010
|
Closed
|
|
|
142
|
Essex Savings Bank
Essex,
Connecticut
|
$264K
|
–
|
–
|
–
|
|
|
143
|
SVB Wealth
Boston,
Massachusetts
|
$256K
|
-$276K
|
-4,362
|
-53%
|
|
|
144
|
Wealthspire Advisors (New York)
New York
|
$243K
|
+$229K
|
+3,616
|
New
|
|
|
145
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$227K
|
-$39.3K
|
-621
|
-15%
|
|
|
146
|
Moseley Investment Management
Bradenton,
Florida
|
$224K
|
+$211K
|
+3,338
|
New
|
|
|
147
|
Mraz Amerine & Associates
Modesto,
California
|
$218K
|
+$206K
|
+3,248
|
New
|
|
|
148
|
Quest Capital Management
Dallas,
Texas
|
$215K
|
+$203K
|
+3,210
|
New
|
|
|
149
|
Cetera Advisors
Denver,
Colorado
|
$214K
|
+$202K
|
+3,191
|
New
|
|
|
150
|
Martin Capital Partners
Eugene,
Oregon
|
$210K
|
+$199K
|
+3,138
|
New
|
|
