|
201
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$578K
|
+$52.9K
|
+1,220
|
+9%
|
|
|
202
|
Penobscot Wealth Management
Portland,
Maine
|
$552K
|
+$27.9K
|
+644
|
+5%
|
|
|
203
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$543K
|
-$32.5K
|
-750
|
-5%
|
|
|
204
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$537K
|
–
|
–
|
–
|
|
|
205
|
Congress Wealth Management
Boston,
Massachusetts
|
$535K
|
-$370K
|
-8,519
|
-39%
|
|
|
206
|
Axxcess Wealth Management
Carlsbad,
California
|
$526K
|
+$263K
|
+6,072
|
+84%
|
|
|
207
|
Commerce Bank
Kansas City,
Missouri
|
$524K
|
+$186K
|
+4,284
|
+48%
|
|
|
208
|
Narus Financial Partners
Salt Lake City,
Utah
|
$514K
|
-$12K
|
-276
|
-2%
|
|
|
209
|
Smith, Moore & Co
Clayton,
Missouri
|
$510K
|
-$146K
|
-3,360
|
-21%
|
|
|
210
|
Meridian Financial
Holliston,
Massachusetts
|
$498K
|
+$545K
|
+12,558
|
New
|
|
|
211
|
Laidlaw Wealth Management
New York City,
New York
|
$495K
|
+$2.52K
|
+58
|
+0.5%
|
|
|
212
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$495K
|
+$99.9K
|
+2,304
|
+23%
|
|
|
213
|
Altrius Capital Management
New Bern,
North Carolina
|
$487K
|
+$533K
|
+12,279
|
New
|
|
|
214
|
Kore Private Wealth
New York
|
$483K
|
–
|
–
|
–
|
|
|
215
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$472K
|
-$657K
|
-15,143
|
-56%
|
|
|
216
|
Falcon Wealth Planning
Ontario,
California
|
$470K
|
–
|
–
|
–
|
|
|
217
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$470K
|
+$514K
|
+11,849
|
New
|
|
|
218
|
Millennium Management
New York
|
$466K
|
+$509K
|
+11,734
|
New
|
|
|
219
|
Manhattan West Asset Management
Los Angeles,
California
|
$444K
|
+$485K
|
+11,186
|
New
|
|
|
220
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$436K
|
-$818K
|
-18,851
|
-63%
|
|
|
221
|
Coldstream Capital Management
Bellevue,
Washington
|
$433K
|
-$17.1K
|
-394
|
-3%
|
|
|
222
|
Chevy Chase Trust
Bethesda,
Maryland
|
$427K
|
-$35.7K
|
-824
|
-7%
|
|
|
223
|
Avior Wealth Management
Omaha,
Nebraska
|
$420K
|
+$11.5K
|
+264
|
+3%
|
|
|
224
|
Simplicity Wealth
Summit,
New Jersey
|
$416K
|
-$365K
|
-8,426
|
-45%
|
|
|
225
|
ERn Financial LLC
Middleton,
Wisconsin
|
$415K
|
-$50.4K
|
-1,161
|
-10%
|
|
