|
226
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$414K
|
-$1.75M
|
-35,214
|
-81%
|
|
|
227
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$410K
|
–
|
–
|
–
|
|
|
228
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$405K
|
+$401K
|
+8,072
|
New
|
|
|
229
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$404K
|
–
|
–
|
–
|
|
|
230
|
Element Pointe Advisors
Miami,
Florida
|
$395K
|
–
|
–
|
–
|
|
|
231
|
Moors & Cabot
Boston,
Massachusetts
|
$392K
|
+$169K
|
+3,400
|
+81%
|
|
|
232
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$390K
|
-$50
|
-1
|
-0%
|
|
|
233
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$389K
|
+$3.23K
|
+65
|
+0.8%
|
|
|
234
|
Cypress Capital Group
Palm Beach,
Florida
|
$384K
|
-$11.9K
|
-240
|
-3%
|
|
|
235
|
BOK Financial
Tulsa,
Oklahoma
|
$382K
|
-$10.4K
|
-209
|
-3%
|
|
|
236
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$376K
|
–
|
–
|
–
|
|
|
237
|
Veritable
Wilmington,
Delaware
|
$371K
|
–
|
–
|
–
|
|
|
238
|
EFG Asset Management (Americas)
Miami,
Florida
|
$368K
|
-$257K
|
-5,176
|
-41%
|
|
|
239
|
SignatureFD
Atlanta,
Georgia
|
$363K
|
+$218K
|
+4,387
|
+154%
|
|
|
240
|
Partnervest Advisory Services
Santa Barbara,
California
|
$358K
|
+$2.09K
|
+42
|
+0.6%
|
|
|
241
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$356K
|
-$298
|
-6
|
-0.1%
|
|
|
242
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
243
|
Evergreen Capital Management
Bellevue,
Washington
|
$349K
|
+$346K
|
+6,956
|
New
|
|
|
244
|
AMI Investment Management
Kendallville,
Indiana
|
$348K
|
+$19.9K
|
+400
|
+6%
|
|
|
245
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$344K
|
+$24.7K
|
+498
|
+8%
|
|
|
246
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$334K
|
+$330K
|
+6,649
|
New
|
|
|
247
|
Cahill Financial Advisors
Edina,
Minnesota
|
$330K
|
+$16K
|
+322
|
+5%
|
|
|
248
|
EP Wealth Advisors
Torrance,
California
|
$324K
|
-$358K
|
-7,201
|
Closed
|
|
|
249
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$321K
|
+$318K
|
+6,400
|
New
|
|
|
250
|
Donor Advised Charitable Giving
San Francisco,
California
|
$318K
|
+$99.4K
|
+2,000
|
+46%
|
|
