|
26
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$547K
|
+$130K
|
+3,000
|
+30%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$547K
|
+$569K
|
+13,160
|
New
|
|
|
28
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$533K
|
+$25.9K
|
+600
|
+5%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$483K
|
+$115K
|
+2,652
|
+30%
|
|
|
30
|
TRUADVICE
Sarasota,
Florida
|
$439K
|
+$14.8K
|
+342
|
+3%
|
|
|
31
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$410K
|
–
|
–
|
–
|
|
|
32
|
My Legacy Advisors
Bend,
Oregon
|
$402K
|
-$16K
|
-370
|
-4%
|
|
|
33
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$397K
|
-$97.8K
|
-2,262
|
-19%
|
|
|
34
|
Capital Management
Glen Allen,
Virginia
|
$374K
|
–
|
–
|
–
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$342K
|
-$75.5K
|
-1,745
|
-18%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$321K
|
+$24.2K
|
+559
|
+8%
|
|
|
37
|
Cadence Bank
Tupelo,
Mississippi
|
$296K
|
–
|
–
|
–
|
|
|
38
|
Advisor Resource Council
Dallas,
Texas
|
$294K
|
+$307K
|
+7,094
|
New
|
|
|
39
|
IHT Wealth Management
Chicago,
Illinois
|
$287K
|
+$31.9K
|
+737
|
+12%
|
|
|
40
|
Insight Advisors
Newtown,
Pennsylvania
|
$285K
|
-$95.4K
|
-2,207
|
-24%
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$267K
|
+$52.1K
|
+1,205
|
+23%
|
|
|
42
|
9258 Wealth Management
Blue Ash,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$248K
|
+$257K
|
+5,955
|
New
|
|
|
44
|
RMR Wealth Builders
Montclair,
New Jersey
|
$246K
|
-$8.26K
|
-191
|
-3%
|
|
|
45
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$244K
|
-$26.5K
|
-612
|
-9%
|
|
|
46
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
47
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$226K
|
+$8.61K
|
+199
|
+4%
|
|
|
48
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$219K
|
+$228K
|
+5,272
|
New
|
|
|
49
|
Avant Capital
Lafayette,
Louisiana
|
$219K
|
+$649
|
+15
|
+0.3%
|
|
|
50
|
Redmond Asset Management
Henrico,
Virginia
|
$217K
|
-$22.8K
|
-527
|
-9%
|
|
