|
126
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$421K
|
-$12.7K
|
-203
|
-3%
|
|
|
127
|
55I LLC
Boston,
Massachusetts
|
$410K
|
+$179K
|
+2,862
|
+78%
|
|
|
128
|
Titus Wealth Management
Larskpur,
California
|
$403K
|
+$813
|
+13
|
+0.2%
|
|
|
129
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$401K
|
–
|
–
|
–
|
|
|
130
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$401K
|
+$401K
|
+6,409
|
New
|
|
|
131
|
Kestra Advisory Services
Austin,
Texas
|
$388K
|
-$56.1K
|
-897
|
-13%
|
|
|
132
|
Willow Creek Wealth Management
Sebastopol,
California
|
$386K
|
+$25K
|
+400
|
+7%
|
|
|
133
|
Independent Financial Group
San Diego,
California
|
$376K
|
+$19.4K
|
+311
|
+5%
|
|
|
134
|
Bank of New York Mellon
New York
|
$364K
|
+$363K
|
+5,813
|
New
|
|
|
135
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$354K
|
–
|
–
|
–
|
|
|
136
|
Grove Bank & Trust
Miami,
Florida
|
$351K
|
+$100K
|
+1,601
|
+40%
|
|
|
137
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$348K
|
–
|
–
|
–
|
|
|
138
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$344K
|
+$938
|
+15
|
+0.3%
|
|
|
139
|
Caprin Asset Management
Henrico,
Virginia
|
$326K
|
-$20.6K
|
-330
|
-6%
|
|
|
140
|
|
$313K
|
–
|
–
|
–
|
|
|
141
|
Mattern Capital Management
Lakewood,
Colorado
|
$305K
|
–
|
–
|
–
|
|
|
142
|
Calton & Associates
Tampa,
Florida
|
$302K
|
+$63
|
+1
|
+0%
|
|
|
143
|
Sonata Capital Group
Seattle,
Washington
|
$290K
|
–
|
–
|
–
|
|
|
144
|
Gould Asset Management
Claremont,
California
|
$290K
|
+$75.7K
|
+1,210
|
+35%
|
|
|
145
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
146
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$263K
|
+$1.06K
|
+17
|
+0.4%
|
|
|
147
|
EPG Wealth Management
Atlanta,
Georgia
|
$263K
|
+$263K
|
+4,203
|
New
|
|
|
148
|
Financial Advocates Investment Management
Olympia,
Washington
|
$259K
|
+$500
|
+8
|
+0.2%
|
|
|
149
|
D.A. Davidson & Co
Great Falls,
Montana
|
$258K
|
-$123K
|
-1,974
|
-32%
|
|
|
150
|
Joel Isaacson & Co
New York
|
$258K
|
+$258K
|
+4,126
|
New
|
|
