|
126
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.64M
|
+$719K
|
+18,802
|
+35%
|
|
|
127
|
Mariner
Overland Park,
Kansas
|
$2.64M
|
-$108K
|
-2,821
|
-4%
|
|
|
128
|
China Universal Asset Management Company
Shanghai,
China
|
$2.63M
|
+$2.74M
|
+71,700
|
New
|
|
|
129
|
Colony Group
Boston,
Massachusetts
|
$2.6M
|
-$32.8K
|
-859
|
-1%
|
|
|
130
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.59M
|
+$38.4K
|
+1,005
|
+1%
|
|
|
131
|
Evercore Wealth Management
New York
|
$2.56M
|
+$114K
|
+2,991
|
+4%
|
|
|
132
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.54M
|
-$70.7K
|
-1,850
|
-3%
|
|
|
133
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.47M
|
+$34.3K
|
+898
|
+1%
|
|
|
134
|
Lodestar Private Asset Management
Alamo,
California
|
$2.45M
|
+$128K
|
+3,353
|
+5%
|
|
|
135
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.44M
|
+$4.93K
|
+129
|
+0.2%
|
|
|
136
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.42M
|
+$2.5M
|
+65,450
|
New
|
|
|
137
|
|
$2.42M
|
+$315K
|
+8,250
|
+14%
|
|
|
138
|
Team Financial Group
Temecula,
California
|
$2.28M
|
+$2.38M
|
+62,314
|
New
|
|
|
139
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$2.25M
|
-$65K
|
-1,700
|
-3%
|
|
|
140
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.25M
|
+$336K
|
+8,795
|
+17%
|
|
|
141
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.22M
|
-$113K
|
-2,950
|
-5%
|
|
|
142
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.11M
|
-$1.83M
|
-47,964
|
-46%
|
|
|
143
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.09M
|
+$20.7K
|
+541
|
+1%
|
|
|
144
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.06M
|
+$2.15M
|
+56,316
|
New
|
|
|
145
|
GeoWealth Management
Chicago,
Illinois
|
$2.04M
|
+$13.5K
|
+353
|
+0.6%
|
|
|
146
|
Creative Planning
Overland Park,
Kansas
|
$2M
|
+$898K
|
+23,481
|
+76%
|
|
|
147
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.96M
|
+$2.05M
|
+53,576
|
New
|
|
|
148
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.92M
|
+$153K
|
+4,000
|
+8%
|
|
|
149
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.87M
|
+$11.3K
|
+296
|
+0.6%
|
|
|
150
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.86M
|
+$63.4K
|
+1,659
|
+3%
|
|
