|
126
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.57M
|
+$160K
|
+3,660
|
+7%
|
|
|
127
|
Creative Planning
Overland Park,
Kansas
|
$2.49M
|
+$31.3K
|
+718
|
+1%
|
|
|
128
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.48M
|
+$162K
|
+3,710
|
+7%
|
|
|
129
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.41M
|
+$274K
|
+6,285
|
+14%
|
|
|
130
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.41M
|
+$175K
|
+4,004
|
+8%
|
|
|
131
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.36M
|
+$2.24M
|
+51,294
|
New
|
|
|
132
|
Waller Financial Planning Group
Columbus,
Ohio
|
$2.34M
|
-$1.2M
|
-27,558
|
-35%
|
|
|
133
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.2M
|
+$2.08M
|
+47,664
|
New
|
|
|
134
|
FSA Wealth Management
Needham,
Massachusetts
|
$2.07M
|
-$87.6K
|
-2,009
|
-4%
|
|
|
135
|
VisionPoint Advisory Group
Dallas,
Texas
|
$2.05M
|
-$2.4M
|
-55,102
|
-55%
|
|
|
136
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.03M
|
-$57.7K
|
-1,324
|
-3%
|
|
|
137
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2M
|
+$1.89M
|
+43,317
|
New
|
|
|
138
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.95M
|
-$87.3K
|
-2,003
|
-5%
|
|
|
139
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.91M
|
-$141K
|
-3,233
|
-7%
|
|
|
140
|
IHT Wealth Management
Chicago,
Illinois
|
$1.87M
|
-$35.2K
|
-808
|
-2%
|
|
|
141
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.83M
|
+$1.74M
|
+39,815
|
New
|
|
|
142
|
Advisory Services Network
Atlanta,
Georgia
|
$1.81M
|
+$438K
|
+10,046
|
+34%
|
|
|
143
|
Daniels + Tansey
Wilmington,
Delaware
|
$1.73M
|
-$187K
|
-4,284
|
-10%
|
|
|
144
|
AssetMark Inc
Concord,
California
|
$1.73M
|
+$1.54M
|
+35,443
|
+1,684%
|
|
|
145
|
Strategic Financial Planning
Plano,
Texas
|
$1.71M
|
+$131
|
+3
|
+0%
|
|
|
146
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.71M
|
+$366K
|
+8,390
|
+29%
|
|
|
147
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.7M
|
+$1.31M
|
+30,149
|
+452%
|
|
|
148
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$1.65M
|
-$40.5K
|
-930
|
-3%
|
|
|
149
|
Asset Dedication LLC
San Francisco,
California
|
$1.63M
|
-$132K
|
-3,027
|
-8%
|
|
|
150
|
|
$1.62M
|
–
|
–
|
–
|
|
