|
201
|
Evanson Asset Management
Carmel,
California
|
$382K
|
+$6.57K
|
+357
|
+2%
|
|
|
202
|
Vigilant Capital Management
Portland,
Maine
|
$358K
|
–
|
–
|
–
|
|
|
203
|
Parallel Advisors
San Francisco,
California
|
$356K
|
–
|
–
|
–
|
|
|
204
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$355K
|
-$26.9K
|
-1,464
|
-7%
|
|
|
205
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$352K
|
-$391K
|
-21,258
|
-51%
|
|
|
206
|
|
$346K
|
–
|
–
|
–
|
|
|
207
|
Welch Group
Birmingham,
Alabama
|
$346K
|
–
|
–
|
–
|
|
|
208
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$345K
|
+$374K
|
+20,313
|
New
|
|
|
209
|
Beacon Pointe Advisors
Newport Beach,
California
|
$341K
|
-$245K
|
-13,335
|
-40%
|
|
|
210
|
CreativeOne Wealth
Overland Park,
Kansas
|
$335K
|
+$1.93K
|
+105
|
+0.5%
|
|
|
211
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$331K
|
-$22.1K
|
-1,200
|
-6%
|
|
|
212
|
Strategic Wealth Partners
Independence,
Ohio
|
$322K
|
+$82.8K
|
+4,500
|
+31%
|
|
|
213
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$321K
|
-$27.6K
|
-1,500
|
-7%
|
|
|
214
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$313K
|
-$112M
|
-6,075,963
|
-100%
|
|
|
215
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$308K
|
-$398K
|
-21,624
|
-54%
|
|
|
216
|
Arete Wealth Advisors
Chicago,
Illinois
|
$306K
|
-$185K
|
-10,035
|
-44%
|
|
|
217
|
William Blair & Company
Chicago,
Illinois
|
$301K
|
-$54.7K
|
-2,973
|
-14%
|
|
|
218
|
Northern Trust
Chicago,
Illinois
|
$296K
|
-$66K
|
-3,585
|
-17%
|
|
|
219
|
HB Wealth Management
Atlanta,
Georgia
|
$296K
|
+$7.12K
|
+387
|
+2%
|
|
|
220
|
Ackerman Capital Advisors
Dallas,
Texas
|
$291K
|
+$24K
|
+1,305
|
+8%
|
|
|
221
|
Litman Gregory Wealth Management
Larkspur,
California
|
$285K
|
+$310K
|
+16,821
|
New
|
|
|
222
|
Atria Wealth Solutions
New York
|
$282K
|
-$7.06M
|
-383,610
|
-96%
|
|
|
223
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$276K
|
-$6.13K
|
-333
|
-2%
|
|
|
224
|
Stockman Wealth Management
Billings,
Montana
|
$274K
|
+$83.9K
|
+4,560
|
+39%
|
|
|
225
|
Howe & Rusling
Rochester,
New York
|
$272K
|
+$34.4K
|
+1,869
|
+13%
|
|
