|
126
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$5.02M
|
-$397K
|
-7,822
|
-7%
|
|
|
127
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$4.98M
|
+$4.96M
|
+97,799
|
New
|
|
|
128
|
Chesley Taft & Associates
Chicago,
Illinois
|
$4.89M
|
+$334K
|
+6,575
|
+7%
|
|
|
129
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.77M
|
+$4.76M
|
+93,800
|
New
|
|
|
130
|
Creative Planning
Overland Park,
Kansas
|
$4.64M
|
-$1.66M
|
-32,754
|
-26%
|
|
|
131
|
Rockefeller Capital Management
New York
|
$4.57M
|
+$140K
|
+2,761
|
+3%
|
|
|
132
|
Penobscot Investment Management
Boston,
Massachusetts
|
$4.54M
|
+$3.01M
|
+59,234
|
+198%
|
|
|
133
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.44M
|
+$18.1K
|
+356
|
+0.4%
|
|
|
134
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.39M
|
+$4.38M
|
+86,350
|
New
|
|
|
135
|
Kesler Norman & Wride
Ogden,
Utah
|
$4.39M
|
-$184K
|
-3,627
|
-4%
|
|
|
136
|
Scarborough Advisors
Annapolis,
Maryland
|
$4.3M
|
-$78.6K
|
-1,550
|
-2%
|
|
|
137
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$4.3M
|
+$2.87M
|
+56,500
|
+202%
|
|
|
138
|
Avantax Advisory Services
Dallas,
Texas
|
$4.29M
|
-$343K
|
-6,769
|
-7%
|
|
|
139
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$4.23M
|
-$34.1K
|
-672
|
-0.8%
|
|
|
140
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$4.2M
|
-$254K
|
-4,998
|
-6%
|
|
|
141
|
WealthTrust Asset Management
Destin,
Florida
|
$4.19M
|
+$4.17M
|
+82,280
|
New
|
|
|
142
|
Independent Financial Group
San Diego,
California
|
$4.18M
|
+$3.31M
|
+65,275
|
+387%
|
|
|
143
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$4.14M
|
+$486K
|
+9,575
|
+13%
|
|
|
144
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.14M
|
-$139K
|
-2,732
|
-3%
|
|
|
145
|
Friedenthal Financial
Marlton,
New Jersey
|
$4.08M
|
+$172K
|
+3,398
|
+4%
|
|
|
146
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.05M
|
-$794K
|
-15,647
|
-16%
|
|
|
147
|
Banco Santander
Madrid,
Spain
|
$4M
|
+$1.45M
|
+28,488
|
+57%
|
|
|
148
|
MGO One Seven
Beachwood,
Ohio
|
$3.99M
|
+$1.99M
|
+39,157
|
+100%
|
|
|
149
|
Canal Insurance Company
Greenville,
South Carolina
|
$3.97M
|
–
|
–
|
–
|
|
|
150
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3.92M
|
+$115K
|
+2,272
|
+3%
|
|
