|
401
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$11M
|
+$492K
|
+4,990
|
+5%
|
|
|
402
|
Moors & Cabot
Boston,
Massachusetts
|
$10.9M
|
-$146K
|
-1,485
|
-1%
|
|
|
403
|
Segment Wealth Management
Houston,
Texas
|
$10.8M
|
+$207K
|
+2,099
|
+2%
|
|
|
404
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$10.8M
|
-$28.5K
|
-289
|
-0.3%
|
|
|
405
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.7M
|
+$187K
|
+1,901
|
+2%
|
|
|
406
|
Sonora Investment Management Group
Tucson,
Arizona
|
$10.7M
|
-$261K
|
-2,646
|
-2%
|
|
|
407
|
|
$10.7M
|
+$45.4K
|
+461
|
+0.4%
|
|
|
408
|
Atria Investments
Charlotte,
North Carolina
|
$10.7M
|
+$1.06M
|
+10,751
|
+11%
|
|
|
409
|
Wealthfront Advisers
Palo Alto,
California
|
$10.6M
|
+$175K
|
+1,776
|
+2%
|
|
|
410
|
RPG Investment Advisory
Pleasanton,
California
|
$10.6M
|
+$788
|
+8
|
+0%
|
|
|
411
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$10.6M
|
-$128K
|
-1,300
|
-1%
|
|
|
412
|
Panagora Asset Management
Boston,
Massachusetts
|
$10.5M
|
-$1.47M
|
-14,948
|
-12%
|
|
|
413
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.5M
|
+$1.19M
|
+12,108
|
+13%
|
|
|
414
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.5M
|
+$9.14M
|
+92,782
|
+664%
|
|
|
415
|
Whitney & Co
Rochester,
New York
|
$10.4M
|
+$185K
|
+1,882
|
+2%
|
|
|
416
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$10.3M
|
+$135K
|
+1,371
|
+1%
|
|
|
417
|
Advisors Asset Management
Monument,
Colorado
|
$10.3M
|
-$586K
|
-5,945
|
-5%
|
|
|
418
|
|
$10.3M
|
-$5.42K
|
-55
|
-0.1%
|
|
|
419
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.3M
|
+$102K
|
+1,037
|
+1%
|
|
|
420
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10.3M
|
+$3.38M
|
+34,307
|
+49%
|
|
|
421
|
FDx Advisors
Chicago,
Illinois
|
$10.2M
|
–
|
–
|
–
|
|
|
422
|
Allianz Asset Management
Munich,
Germany
|
$10.2M
|
+$1.58M
|
+16,034
|
+18%
|
|
|
423
|
Canal Insurance Company
Greenville,
South Carolina
|
$10.2M
|
–
|
–
|
–
|
|
|
424
|
Novare Capital Management
Charlotte,
North Carolina
|
$10.1M
|
-$219K
|
-2,228
|
-2%
|
|
|
425
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.1M
|
+$1.4M
|
+14,255
|
+16%
|
|
