|
201
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.34M
|
+$592K
|
+8,120
|
+79%
|
|
|
202
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.32M
|
+$150K
|
+2,052
|
+13%
|
|
|
203
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.32M
|
+$150K
|
+2,052
|
+13%
|
|
|
204
|
Portland Global Advisors
Portland,
Maine
|
$1.29M
|
+$16.8K
|
+230
|
+1%
|
|
|
205
|
New York Life Investment Management
New York
|
$1.29M
|
+$299K
|
+4,099
|
+30%
|
|
|
206
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.28M
|
+$94.5K
|
+1,296
|
+8%
|
|
|
207
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.26M
|
+$729K
|
+10,000
|
+137%
|
|
|
208
|
Prudential Financial
Newark,
New Jersey
|
$1.26M
|
-$60.9K
|
-835
|
-5%
|
|
|
209
|
Frisch Financial Group
Melville,
New York
|
$1.24M
|
-$681K
|
-9,332
|
-35%
|
|
|
210
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.24M
|
-$185M
|
-2,536,049
|
-99%
|
|
|
211
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.21M
|
+$9.7K
|
+133
|
+0.8%
|
|
|
212
|
AssetMark Inc
Concord,
California
|
$1.21M
|
+$207K
|
+2,831
|
+21%
|
|
|
213
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.2M
|
+$46.7K
|
+640
|
+4%
|
|
|
214
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$1.2M
|
+$24.9K
|
+341
|
+2%
|
|
|
215
|
Windham Capital Management
Boston,
Massachusetts
|
$1.19M
|
+$32.8K
|
+450
|
+3%
|
|
|
216
|
Asset Dedication LLC
San Francisco,
California
|
$1.19M
|
-$3.5K
|
-48
|
-0.3%
|
|
|
217
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.17M
|
+$1.17M
|
+15,990
|
New
|
|
|
218
|
|
$1.14M
|
-$170K
|
-2,324
|
-13%
|
|
|
219
|
Centennial Bank
Conway,
Arkansas
|
$1.13M
|
+$175K
|
+2,400
|
+18%
|
|
|
220
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.12M
|
-$15.9K
|
-218
|
-1%
|
|
|
221
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.12M
|
+$87.3K
|
+1,197
|
+8%
|
|
|
222
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.09M
|
+$97.5K
|
+1,337
|
+10%
|
|
|
223
|
Mercer Investments
Boston,
Massachusetts
|
$1.07M
|
+$19.6K
|
+269
|
+2%
|
|
|
224
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.07M
|
+$216K
|
+2,966
|
+25%
|
|
|
225
|
Whittier Trust
South Pasadena,
California
|
$1.07M
|
–
|
–
|
–
|
|
