|
126
|
Creative Planning
Overland Park,
Kansas
|
$2.39M
|
+$347K
|
+5,926
|
+16%
|
|
|
127
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$2.39M
|
+$942K
|
+16,097
|
+63%
|
|
|
128
|
Defined Wealth Management
Beaverton,
Oregon
|
$2.34M
|
+$16.3K
|
+279
|
+0.7%
|
|
|
129
|
Williams Financial
North Bennington,
Vermont
|
$2.1M
|
+$1.14M
|
+19,425
|
+111%
|
|
|
130
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.01M
|
+$209K
|
+3,575
|
+11%
|
|
|
131
|
Maryland Capital Management
Towson,
Maryland
|
$2M
|
+$2.06M
|
+35,210
|
New
|
|
|
132
|
|
$1.93M
|
-$717K
|
-12,250
|
-26%
|
|
|
133
|
Equitable Holdings
New York
|
$1.91M
|
+$49.1K
|
+839
|
+3%
|
|
|
134
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.89M
|
-$84.8K
|
-1,449
|
-4%
|
|
|
135
|
Pinnacle Associates
New York
|
$1.89M
|
-$52.7K
|
-900
|
-3%
|
|
|
136
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.89M
|
+$41.5K
|
+709
|
+2%
|
|
|
137
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.88M
|
+$1.34M
|
+22,929
|
+224%
|
|
|
138
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.85M
|
-$244K
|
-4,170
|
-11%
|
|
|
139
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.82M
|
+$1.88M
|
+32,158
|
New
|
|
|
140
|
NTV Asset Management
Charleston,
West Virginia
|
$1.8M
|
-$17.6K
|
-300
|
-0.9%
|
|
|
141
|
HSBC Holdings
London,
United Kingdom
|
$1.79M
|
-$492K
|
-8,400
|
-21%
|
|
|
142
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.76M
|
–
|
–
|
–
|
|
|
143
|
Fidelity Investments
Boston,
Massachusetts
|
$1.76M
|
+$4.16K
|
+71
|
+0.2%
|
|
|
144
|
SigFig Wealth Management
San Francisco,
California
|
$1.71M
|
+$1.11M
|
+18,951
|
+169%
|
|
|
145
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$1.71M
|
+$403K
|
+6,887
|
+30%
|
|
|
146
|
Barclays
London,
United Kingdom
|
$1.7M
|
-$23.5K
|
-402
|
-1%
|
|
|
147
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.7M
|
+$1.75M
|
+29,918
|
New
|
|
|
148
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.67M
|
+$915K
|
+15,629
|
+113%
|
|
|
149
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.6M
|
+$389K
|
+6,654
|
+31%
|
|
|
150
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.54M
|
+$803K
|
+13,721
|
+102%
|
|
