|
401
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.6M
|
-$54.2M
|
-510,061
|
-79%
|
|
|
402
|
Magnolia Wealth Management
Dothan,
Alabama
|
$14.6M
|
+$7M
|
+65,932
|
+99%
|
|
|
403
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$14.6M
|
+$442K
|
+4,159
|
+3%
|
|
|
404
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$14.5M
|
-$1.86M
|
-17,490
|
-12%
|
|
|
405
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$14.4M
|
+$595K
|
+5,602
|
+4%
|
|
|
406
|
Canal Capital Management
Richmond,
Virginia
|
$14.4M
|
+$7M
|
+65,927
|
+103%
|
|
|
407
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$14.4M
|
-$4.82M
|
-45,370
|
-26%
|
|
|
408
|
Concurrent Investment Advisors
Tampa,
Florida
|
$14.3M
|
+$190K
|
+1,789
|
+1%
|
|
|
409
|
One Capital Management
Westlake Village,
California
|
$14.3M
|
-$892K
|
-8,396
|
-6%
|
|
|
410
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$14.2M
|
-$145K
|
-1,362
|
-1%
|
|
|
411
|
LTG Capital
Newton,
Massachusetts
|
$14.1M
|
+$1.59M
|
+14,995
|
+13%
|
|
|
412
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$14.1M
|
+$482K
|
+4,535
|
+4%
|
|
|
413
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$14M
|
+$35.5K
|
+334
|
+0.3%
|
|
|
414
|
Human Investing
Lake Oswego,
Oregon
|
$13.8M
|
+$225K
|
+2,118
|
+2%
|
|
|
415
|
Encompass Wealth Advisors
Portland,
Oregon
|
$13.7M
|
+$211K
|
+1,990
|
+2%
|
|
|
416
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$13.6M
|
-$2.34K
|
-22
|
-0%
|
|
|
417
|
EP Wealth Advisors
Torrance,
California
|
$13.6M
|
+$2.49M
|
+23,459
|
+24%
|
|
|
418
|
Holt Capital Partners
Fort Worth,
Texas
|
$13.5M
|
+$11.7K
|
+110
|
+0.1%
|
|
|
419
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$13.5M
|
+$83.6K
|
+787
|
+0.7%
|
|
|
420
|
Boston Financial Management
Boston,
Massachusetts
|
$13.5M
|
-$34.5K
|
-325
|
-0.3%
|
|
|
421
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$13.4M
|
+$10.2M
|
+95,900
|
+382%
|
|
|
422
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.3M
|
-$380K
|
-3,580
|
-3%
|
|
|
423
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$13.3M
|
+$309K
|
+2,907
|
+2%
|
|
|
424
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$13.3M
|
+$402K
|
+3,789
|
+3%
|
|
|
425
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$13.2M
|
+$1.17M
|
+10,992
|
+10%
|
|
