|
226
|
Creative Planning
Overland Park,
Kansas
|
$400K
|
-$85.2K
|
-2,535
|
-15%
|
|
|
227
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$400K
|
+$486K
|
+14,453
|
New
|
|
|
228
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$399K
|
-$175K
|
-5,204
|
-27%
|
|
|
229
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$397K
|
-$21.9K
|
-652
|
-4%
|
|
|
230
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$396K
|
+$136K
|
+4,050
|
+40%
|
|
|
231
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$395K
|
+$250K
|
+7,450
|
+109%
|
|
|
232
|
BOK Financial
Tulsa,
Oklahoma
|
$391K
|
+$36.1K
|
+1,075
|
+8%
|
|
|
233
|
Independent Financial Group
San Diego,
California
|
$386K
|
+$469K
|
+13,954
|
New
|
|
|
234
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$378K
|
+$459K
|
+13,665
|
New
|
|
|
235
|
Beam Wealth Advisors
Covington,
Louisiana
|
$373K
|
+$453K
|
+13,469
|
New
|
|
|
236
|
Credit Suisse
Zurich,
Switzerland
|
$361K
|
+$439K
|
+13,055
|
New
|
|
|
237
|
Veritable
Wilmington,
Delaware
|
$351K
|
+$2.89K
|
+86
|
+0.7%
|
|
|
238
|
Wealth Advisors
Rancho Santa Fe,
California
|
$349K
|
-$1.34M
|
-39,800
|
-77%
|
|
|
239
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$347K
|
+$27.2K
|
+810
|
+7%
|
|
|
240
|
Smith, Moore & Co
Clayton,
Missouri
|
$341K
|
-$5.41K
|
-161
|
-1%
|
|
|
241
|
Fidelity Investments
Boston,
Massachusetts
|
$340K
|
-$207K
|
-6,165
|
-33%
|
|
|
242
|
Bellevue Asset Management
Bellevue,
Washington
|
$330K
|
+$18.4K
|
+548
|
+5%
|
|
|
243
|
Old Mission Investment Co
Traverse City,
Michigan
|
$329K
|
+$400K
|
+11,901
|
New
|
|
|
244
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$317K
|
-$467K
|
-13,910
|
-55%
|
|
|
245
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$317K
|
-$73.1K
|
-2,176
|
-16%
|
|
|
246
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$314K
|
+$13.6K
|
+406
|
+4%
|
|
|
247
|
Freedom Investment Management
Hartford,
Connecticut
|
$312K
|
+$54K
|
+1,606
|
+23%
|
|
|
248
|
Mission Creek Capital Partners
San Francisco,
California
|
$311K
|
+$1.61K
|
+48
|
+0.4%
|
|
|
249
|
SignalPoint Asset Management
Springfield,
Missouri
|
$310K
|
+$96.8K
|
+2,879
|
+35%
|
|
|
250
|
SeaCrest Wealth Management
Purchase,
New York
|
$307K
|
-$31.9K
|
-949
|
-8%
|
|
