|
176
|
SigFig Wealth Management
San Francisco,
California
|
$3.55M
|
+$1.59M
|
+17,030
|
+80%
|
|
|
177
|
Marks Wealth
Annapolis,
Maryland
|
$3.54M
|
+$3.55M
|
+38,156
|
New
|
|
|
178
|
Mercer Global Advisors
Denver,
Colorado
|
$3.52M
|
+$213K
|
+2,282
|
+6%
|
|
|
179
|
Fidelity Investments
Boston,
Massachusetts
|
$3.45M
|
+$1.91M
|
+20,536
|
+124%
|
|
|
180
|
Creative Planning
Overland Park,
Kansas
|
$3.44M
|
+$135K
|
+1,448
|
+4%
|
|
|
181
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$3.33M
|
–
|
–
|
–
|
|
|
182
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.24M
|
-$301K
|
-3,228
|
-8%
|
|
|
183
|
Sunesis Advisors
Overland Park,
Kansas
|
$3.18M
|
–
|
–
|
–
|
|
|
184
|
|
$3.17M
|
+$272K
|
+2,921
|
+9%
|
|
|
185
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.15M
|
+$251K
|
+2,700
|
+9%
|
|
|
186
|
Old Mission Capital
Chicago,
Illinois
|
$3.14M
|
-$801K
|
-8,605
|
-20%
|
|
|
187
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.13M
|
+$591K
|
+6,347
|
+23%
|
|
|
188
|
Graypoint LLC
Albany,
New York
|
$3.12M
|
+$474K
|
+5,088
|
+18%
|
|
|
189
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.11M
|
+$543K
|
+5,830
|
+21%
|
|
|
190
|
Lion Street Advisors
Austin,
Texas
|
$3.04M
|
-$354K
|
-3,805
|
-10%
|
|
|
191
|
Everhart Financial Group
Dublin,
Ohio
|
$3.03M
|
+$3.04M
|
+32,640
|
New
|
|
|
192
|
Rockefeller Capital Management
New York
|
$2.99M
|
+$189K
|
+2,029
|
+7%
|
|
|
193
|
Loveless Wealth Management
Billings,
Montana
|
$2.95M
|
+$298K
|
+3,195
|
+11%
|
|
|
194
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.94M
|
+$762K
|
+8,179
|
+35%
|
|
|
195
|
Park Avenue Securities
New York
|
$2.92M
|
+$1.09M
|
+11,662
|
+59%
|
|
|
196
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.89M
|
+$470K
|
+5,050
|
+19%
|
|
|
197
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.89M
|
+$253K
|
+2,719
|
+10%
|
|
|
198
|
Moseley Investment Management
Bradenton,
Florida
|
$2.87M
|
+$555K
|
+5,964
|
+24%
|
|
|
199
|
Veritable
Wilmington,
Delaware
|
$2.82M
|
–
|
–
|
–
|
|
|
200
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$2.81M
|
+$1.14M
|
+12,200
|
+68%
|
|
