|
126
|
HB Wealth Management
Atlanta,
Georgia
|
$334K
|
+$355K
|
+1,460
|
New
|
|
|
127
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$331K
|
-$37.2K
|
-153
|
-10%
|
|
|
128
|
Bank of New York Mellon
New York
|
$324K
|
+$243
|
+1
|
+0.1%
|
|
|
129
|
Cullinan Associates
Louisville,
Kentucky
|
$322K
|
+$20.4K
|
+84
|
+6%
|
|
|
130
|
Valued Retirements
Houston,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
131
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
132
|
|
$302K
|
+$63.6K
|
+262
|
+25%
|
|
|
133
|
Sutton Place Investors
Katonah,
New York
|
$298K
|
–
|
–
|
–
|
|
|
134
|
Lido Advisors
Los Angeles,
California
|
$287K
|
-$10.9K
|
-45
|
-3%
|
|
|
135
|
High Net Worth Advisory Group
Naples,
Florida
|
$286K
|
–
|
–
|
–
|
|
|
136
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$277K
|
–
|
–
|
–
|
|
|
137
|
Advisor Resource Council
Dallas,
Texas
|
$260K
|
+$26.2K
|
+108
|
+11%
|
|
|
138
|
Americana Partners
Houston,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
139
|
Cornerstone Management
Duluth,
Georgia
|
$259K
|
–
|
–
|
–
|
|
|
140
|
Valeo Financial Advisors
Carmel,
Indiana
|
$255K
|
–
|
–
|
–
|
|
|
141
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$252K
|
-$9.72K
|
-40
|
-4%
|
|
|
142
|
&Partners
Nashville,
Tennessee
|
$251K
|
+$1.22K
|
+5
|
+0.5%
|
|
|
143
|
Zhang Financial
Portage,
Michigan
|
$250K
|
–
|
–
|
–
|
|
|
144
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
145
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$242K
|
–
|
–
|
–
|
|
|
146
|
Fidelity Investments
Boston,
Massachusetts
|
$240K
|
-$1.22K
|
-5
|
-0.5%
|
|
|
147
|
Junk Investment Group
Hunt Valley,
Maryland
|
$236K
|
+$251K
|
+1,032
|
New
|
|
|
148
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$236K
|
+$2.92K
|
+12
|
+1%
|
|
|
149
|
Tranquility Partners
Brentwood,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
150
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$218K
|
+$231K
|
+953
|
New
|
|
