|
126
|
Blue Fin Capital
Warren,
Rhode Island
|
$979K
|
+$44.7K
|
+2,030
|
+5%
|
|
|
127
|
Paulson Wealth Management
Wheaton,
Illinois
|
$962K
|
+$933K
|
+42,345
|
New
|
|
|
128
|
Colorado Capital Management
Boulder,
Colorado
|
$939K
|
-$20.2K
|
-915
|
-2%
|
|
|
129
|
Stifel Financial
St. Louis,
Missouri
|
$880K
|
+$207K
|
+9,410
|
+32%
|
|
|
130
|
IFG Advisory
Atlanta,
Georgia
|
$821K
|
+$1.58M
|
+71,495
|
New
|
|
|
131
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$794K
|
+$770K
|
+34,955
|
New
|
|
|
132
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$784K
|
+$760K
|
+34,510
|
New
|
|
|
133
|
|
$752K
|
-$2.22M
|
-100,925
|
-75%
|
|
|
134
|
HC Financial Advisors
Lafayette,
California
|
$752K
|
+$729K
|
+33,100
|
New
|
|
|
135
|
Weatherly Asset Management
Del Mar,
California
|
$736K
|
–
|
–
|
–
|
|
|
136
|
Creative Planning
Overland Park,
Kansas
|
$704K
|
-$23.6K
|
-1,070
|
-3%
|
|
|
137
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$700K
|
+$379K
|
+17,205
|
+127%
|
|
|
138
|
William Blair & Company
Chicago,
Illinois
|
$699K
|
+$21.8K
|
+990
|
+3%
|
|
|
139
|
Truepoint Inc
Cincinnati,
Ohio
|
$697K
|
+$3.42K
|
+155
|
+0.5%
|
|
|
140
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$690K
|
-$49.4K
|
-2,240
|
-7%
|
|
|
141
|
Steward Partners Investment Advisory
New York
|
$690K
|
+$68.4K
|
+3,105
|
+11%
|
|
|
142
|
Ken Stern & Associates
San Diego,
California
|
$686K
|
+$331
|
+15
|
+0%
|
|
|
143
|
Sequoia Financial Advisors
Akron,
Ohio
|
$682K
|
-$53.9K
|
-2,445
|
-8%
|
|
|
144
|
Founders Capital Management (Texas)
Houston,
Texas
|
$681K
|
–
|
–
|
–
|
|
|
145
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$677K
|
–
|
–
|
–
|
|
|
146
|
Evercore Wealth Management
New York
|
$673K
|
–
|
–
|
–
|
|
|
147
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$660K
|
–
|
–
|
–
|
|
|
148
|
Advisornet Financial
Minnetonka,
Minnesota
|
$660K
|
+$640K
|
+29,040
|
New
|
|
|
149
|
Summit Financial Strategies
Columbus,
Ohio
|
$648K
|
+$7.71K
|
+350
|
+1%
|
|
|
150
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$625K
|
–
|
–
|
–
|
|
