|
126
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$285K
|
–
|
–
|
–
|
|
|
127
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
128
|
Americana Partners
Houston,
Texas
|
$267K
|
–
|
–
|
–
|
|
|
129
|
Cornerstone Management
Duluth,
Georgia
|
$267K
|
–
|
–
|
–
|
|
|
130
|
WrapManager Inc
Mill Valley,
California
|
$265K
|
+$267K
|
+1,123
|
New
|
|
|
131
|
Valeo Financial Advisors
Carmel,
Indiana
|
$263K
|
–
|
–
|
–
|
|
|
132
|
Zhang Financial
Portage,
Michigan
|
$258K
|
–
|
–
|
–
|
|
|
133
|
&Partners
Nashville,
Tennessee
|
$258K
|
+$259K
|
+1,092
|
New
|
|
|
134
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$257K
|
-$80.1K
|
-337
|
-24%
|
|
|
135
|
Focus Partners Wealth
Boston,
Massachusetts
|
$255K
|
+$257K
|
+1,082
|
New
|
|
|
136
|
Advisor Resource Council
Dallas,
Texas
|
$254K
|
+$244K
|
+1,026
|
New
|
|
|
137
|
|
$250K
|
-$669K
|
-2,817
|
-73%
|
|
|
138
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$249K
|
+$713
|
+3
|
+0.3%
|
|
|
139
|
Fidelity Investments
Boston,
Massachusetts
|
$249K
|
+$28.7K
|
+121
|
+13%
|
|
|
140
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$240K
|
+$60.8K
|
+256
|
+34%
|
|
|
141
|
Mission Wealth Management
Santa Barbara,
California
|
$238K
|
-$230K
|
-968
|
-49%
|
|
|
142
|
Tranquility Partners
Brentwood,
Tennessee
|
$237K
|
–
|
–
|
–
|
|
|
143
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$222K
|
+$224K
|
+941
|
New
|
|
|
144
|
CreativeOne Wealth
Overland Park,
Kansas
|
$219K
|
+$11.6K
|
+49
|
+6%
|
|
|
145
|
Farther Finance Advisors
San Francisco,
California
|
$210K
|
+$21.6K
|
+91
|
+11%
|
|
|
146
|
Peak Financial Management
Wellesley,
Massachusetts
|
$209K
|
–
|
–
|
–
|
|
|
147
|
Entrust Financial
Wayne,
Pennsylvania
|
$205K
|
+$206K
|
+867
|
New
|
|
|
148
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$204K
|
-$4.51K
|
-19
|
-2%
|
|
|
149
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$195K
|
+$475
|
+2
|
+0.2%
|
|
|
150
|
Graney & King
Latham,
New York
|
$183K
|
–
|
–
|
–
|
|
