|
126
|
Valued Retirements
Houston,
Texas
|
$396K
|
–
|
–
|
–
|
|
|
127
|
HB Wealth Management
Atlanta,
Georgia
|
$395K
|
-$23.2K
|
-87
|
-6%
|
|
|
128
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$389K
|
-$25.3K
|
-95
|
-7%
|
|
|
129
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$387K
|
-$7.19K
|
-27
|
-2%
|
|
|
130
|
Westover Capital Advisors
Wilmington,
Delaware
|
$378K
|
+$350K
|
+1,313
|
New
|
|
|
131
|
Atria Investments
Charlotte,
North Carolina
|
$376K
|
+$348K
|
+1,308
|
New
|
|
|
132
|
Sutton Place Investors
Katonah,
New York
|
$374K
|
–
|
–
|
–
|
|
|
133
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$372K
|
+$70.1K
|
+263
|
+26%
|
|
|
134
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$367K
|
-$65.5K
|
-246
|
-16%
|
|
|
135
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$363K
|
-$68.7K
|
-258
|
-17%
|
|
|
136
|
Lido Advisors
Los Angeles,
California
|
$361K
|
+$533
|
+2
|
+0.2%
|
|
|
137
|
Oxbow Advisors
Austin,
Texas
|
$350K
|
+$324K
|
+1,218
|
New
|
|
|
138
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$348K
|
–
|
–
|
–
|
|
|
139
|
Advisor Resource Council
Dallas,
Texas
|
$326K
|
+$3.46K
|
+13
|
+1%
|
|
|
140
|
Americana Partners
Houston,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
141
|
Valeo Financial Advisors
Carmel,
Indiana
|
$325K
|
+$4.26K
|
+16
|
+1%
|
|
|
142
|
Cornerstone Management
Duluth,
Georgia
|
$325K
|
–
|
–
|
–
|
|
|
143
|
Freedom Investment Management
Hartford,
Connecticut
|
$325K
|
-$124K
|
-467
|
-29%
|
|
|
144
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
145
|
Zhang Financial
Portage,
Michigan
|
$314K
|
–
|
–
|
–
|
|
|
146
|
Fidelity Investments
Boston,
Massachusetts
|
$308K
|
+$6.13K
|
+23
|
+2%
|
|
|
147
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$307K
|
-$5.86K
|
-22
|
-2%
|
|
|
148
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$304K
|
–
|
–
|
–
|
|
|
149
|
|
$300K
|
-$73.5K
|
-276
|
-21%
|
|
|
150
|
Junk Investment Group
Hunt Valley,
Maryland
|
$297K
|
–
|
–
|
–
|
|
