|
126
|
Creative Financial Designs
Kokomo,
Indiana
|
$265K
|
+$258K
|
+4,343
|
New
|
|
|
127
|
Westside Investment Management
Santa Monica,
California
|
$264K
|
+$91.2K
|
+1,534
|
+55%
|
|
|
128
|
Clearstead Advisors
Cleveland,
Ohio
|
$249K
|
+$30.2K
|
+508
|
+14%
|
|
|
129
|
Bailard
Foster City,
California
|
$244K
|
–
|
–
|
–
|
|
|
130
|
|
$216K
|
-$1.38M
|
-23,140
|
-87%
|
|
|
131
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$207K
|
+$202K
|
+3,400
|
New
|
|
|
132
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$200K
|
+$195K
|
+3,276
|
New
|
|
|
133
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$197K
|
–
|
–
|
–
|
|
|
134
|
Armbruster Capital Management
Pittsford,
New York
|
$139K
|
–
|
–
|
–
|
|
|
135
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$126K
|
+$19K
|
+319
|
+18%
|
|
|
136
|
|
$105K
|
+$102K
|
+1,720
|
New
|
|
|
137
|
|
$100K
|
–
|
–
|
–
|
|
|
138
|
MCF Advisors
Covington,
Kentucky
|
$98K
|
–
|
–
|
–
|
|
|
139
|
Wealthcare Capital Management
Richmond,
Virginia
|
$94K
|
–
|
–
|
–
|
|
|
140
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$87K
|
+$84.9K
|
+1,428
|
New
|
|
|
141
|
Next Financial Group
Houston,
Texas
|
$84K
|
–
|
–
|
–
|
|
|
142
|
Oakworth Capital
Birmingham,
Alabama
|
$83K
|
–
|
–
|
–
|
|
|
143
|
Gemmer Asset Management
Walnut Creek,
California
|
$81K
|
+$18.1K
|
+304
|
+30%
|
|
|
144
|
Parallel Advisors
San Francisco,
California
|
$75K
|
–
|
–
|
–
|
|
|
145
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$71K
|
–
|
–
|
–
|
|
|
146
|
Envestnet Asset Management
Chicago,
Illinois
|
$65K
|
+$56.3K
|
+946
|
+868%
|
|
|
147
|
WhitTier Trust Company
Reno,
Nevada
|
$61K
|
–
|
–
|
–
|
|
|
148
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$56.1K
|
-$51.2K
|
-860
|
-48%
|
|
|
149
|
Valeo Financial Advisors
Carmel,
Indiana
|
$41K
|
+$40.2K
|
+675
|
New
|
|
|
150
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
