|
126
|
Summit Financial Strategies
Columbus,
Ohio
|
$301K
|
-$310K
|
-3,390
|
-49%
|
|
|
127
|
360 Financial
Wayzata,
Minnesota
|
$296K
|
-$59.7K
|
-654
|
-17%
|
|
|
128
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$293K
|
+$122K
|
+1,334
|
+63%
|
|
|
129
|
Bartlett & Co
Cincinnati,
Ohio
|
$293K
|
+$122K
|
+1,334
|
+63%
|
|
|
130
|
Beacon Pointe Advisors
Newport Beach,
California
|
$290K
|
–
|
–
|
–
|
|
|
131
|
Spire Wealth Management
Mclean,
Virginia
|
$288K
|
+$310K
|
+3,390
|
New
|
|
|
132
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$283K
|
+$305K
|
+3,334
|
New
|
|
|
133
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$278K
|
-$57.6K
|
-630
|
-16%
|
|
|
134
|
Accel Wealth Management
Waverly,
Iowa
|
$275K
|
-$12.4K
|
-136
|
-4%
|
|
|
135
|
Edge Capital Group
Atlanta,
Georgia
|
$274K
|
-$457K
|
-5,000
|
-61%
|
|
|
136
|
|
$274K
|
-$13.7K
|
-150
|
-4%
|
|
|
137
|
William Blair & Company
Chicago,
Illinois
|
$274K
|
–
|
–
|
–
|
|
|
138
|
Valeo Financial Advisors
Carmel,
Indiana
|
$267K
|
+$61.6K
|
+674
|
+27%
|
|
|
139
|
PACK Private Wealth
Wayzata,
Minnesota
|
$266K
|
–
|
–
|
–
|
|
|
140
|
Tranquility Partners
Brentwood,
Tennessee
|
$257K
|
–
|
–
|
–
|
|
|
141
|
Financial Advisors
Andover,
Massachusetts
|
$249K
|
+$21.2K
|
+232
|
+9%
|
|
|
142
|
Raymond James Trust
St. Petersburg,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
143
|
Fidelity Investments
Boston,
Massachusetts
|
$238K
|
+$18.3K
|
+200
|
+8%
|
|
|
144
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$234K
|
+$93.5K
|
+1,024
|
+60%
|
|
|
145
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$231K
|
+$34.7K
|
+380
|
+16%
|
|
|
146
|
Evermay Wealth Management
Arlington,
Virginia
|
$230K
|
+$548
|
+6
|
+0.2%
|
|
|
147
|
|
$219K
|
+$236K
|
+2,578
|
New
|
|
|
148
|
World Equity Group
Schaumburg,
Illinois
|
$210K
|
+$22.5K
|
+246
|
+11%
|
|
|
149
|
Essex Financial Services
Essex,
Connecticut
|
$209K
|
+$20.8K
|
+228
|
+10%
|
|
|
150
|
Prudential Financial
Newark,
New Jersey
|
$206K
|
-$117K
|
-1,284
|
-35%
|
|
