|
151
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.47M
|
+$3.47M
|
+84,874
|
New
|
|
|
152
|
Advisory Alpha
Holland,
Michigan
|
$3.45M
|
-$113K
|
-2,753
|
-3%
|
|
|
153
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.44M
|
+$3.05M
|
+74,553
|
+928%
|
|
|
154
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.43M
|
-$68.5K
|
-1,675
|
-2%
|
|
|
155
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.41M
|
–
|
–
|
–
|
|
|
156
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.38M
|
+$1.34M
|
+32,702
|
+67%
|
|
|
157
|
American Trust
Lexington,
Kentucky
|
$3.37M
|
+$1.24M
|
+30,284
|
+58%
|
|
|
158
|
SVB Wealth
Boston,
Massachusetts
|
$3.35M
|
+$2.27M
|
+55,482
|
+209%
|
|
|
159
|
Trek Financial
Scottsdale,
Arizona
|
$3.35M
|
+$3.14M
|
+76,788
|
+1,482%
|
|
|
160
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.34M
|
-$529K
|
-12,933
|
-14%
|
|
|
161
|
Level Financial Advisors
East Amherst,
New York
|
$3.34M
|
+$191K
|
+4,673
|
+6%
|
|
|
162
|
Destiny Capital
Golden,
Colorado
|
$3.31M
|
+$3.26M
|
+79,739
|
New
|
|
|
163
|
Ascent Group
Virginia Beach,
Virginia
|
$3.26M
|
+$1.73M
|
+42,397
|
+113%
|
|
|
164
|
Tocqueville Asset Management
New York
|
$3.23M
|
-$216K
|
-5,275
|
-6%
|
|
|
165
|
Avantax Advisory Services
Dallas,
Texas
|
$3.22M
|
+$2.82M
|
+68,948
|
+707%
|
|
|
166
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$3.15M
|
+$3.04M
|
+74,240
|
+2,662%
|
|
|
167
|
GeoWealth Management
Chicago,
Illinois
|
$3.11M
|
-$284K
|
-6,947
|
-8%
|
|
|
168
|
Systelligence LLC
Bloomington,
Minnesota
|
$3.05M
|
+$3.05M
|
+74,604
|
New
|
|
|
169
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.05M
|
+$2.24M
|
+54,705
|
+276%
|
|
|
170
|
Asio Capital
Lexington,
Kentucky
|
$3.01M
|
+$1.98M
|
+48,300
|
+192%
|
|
|
171
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$2.96M
|
+$2.96M
|
+72,396
|
New
|
|
|
172
|
Source Financial Advisors
New York
|
$2.88M
|
-$309K
|
-7,560
|
-10%
|
|
|
173
|
Russell Investments Group
London,
United Kingdom
|
$2.86M
|
+$2.86M
|
+69,878
|
New
|
|
|
174
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$2.85M
|
-$545K
|
-13,327
|
-16%
|
|
|
175
|
Naples Global Advisors
Naples,
Florida
|
$2.83M
|
-$18.1K
|
-443
|
-0.6%
|
|
