|
126
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$445K
|
+$101K
|
+3,885
|
+29%
|
|
|
127
|
Wealth Alliance
Mellville,
New York
|
$428K
|
+$428K
|
+16,425
|
New
|
|
|
128
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$422K
|
–
|
–
|
–
|
|
|
129
|
Next Financial Group
Houston,
Texas
|
$414K
|
+$203K
|
+7,783
|
+96%
|
|
|
130
|
Willow Creek Wealth Management
Sebastopol,
California
|
$408K
|
+$21.6K
|
+830
|
+6%
|
|
|
131
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$398K
|
-$408K
|
-15,677
|
-51%
|
|
|
132
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$398K
|
+$51.7K
|
+1,987
|
+15%
|
|
|
133
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$389K
|
-$89.2K
|
-3,426
|
-19%
|
|
|
134
|
Arkos Global Advisors
Houston,
Texas
|
$387K
|
+$2.66K
|
+102
|
+0.7%
|
|
|
135
|
AE Wealth Management
Topeka,
Kansas
|
$386K
|
+$386K
|
+14,834
|
New
|
|
|
136
|
Bangor Savings Bank
Bangor,
Maine
|
$379K
|
+$379K
|
+14,540
|
New
|
|
|
137
|
PDS Planning
Dublin,
Ohio
|
$370K
|
-$15.8K
|
-607
|
-4%
|
|
|
138
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$366K
|
+$366K
|
+14,066
|
New
|
|
|
139
|
|
$350K
|
+$59.8K
|
+2,295
|
+21%
|
|
|
140
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$348K
|
+$52.4K
|
+2,014
|
+18%
|
|
|
141
|
Baker Avenue Asset Management
San Francisco,
California
|
$340K
|
+$340K
|
+13,065
|
New
|
|
|
142
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$338K
|
+$37.8K
|
+1,452
|
+13%
|
|
|
143
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$337K
|
+$152K
|
+5,831
|
+82%
|
|
|
144
|
Firestone Capital Management
Coral Gables,
Florida
|
$331K
|
+$72.3K
|
+2,778
|
+28%
|
|
|
145
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$318K
|
+$78.8K
|
+3,025
|
+33%
|
|
|
146
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$318K
|
+$317K
|
+12,180
|
New
|
|
|
147
|
Rockefeller Capital Management
New York
|
$305K
|
+$246K
|
+9,462
|
+420%
|
|
|
148
|
Creative Planning
Overland Park,
Kansas
|
$295K
|
-$20.1K
|
-772
|
-6%
|
|
|
149
|
One Capital Management
Westlake Village,
California
|
$290K
|
+$290K
|
+11,150
|
New
|
|
|
150
|
Beacon Pointe Advisors
Newport Beach,
California
|
$285K
|
-$2.86K
|
-110
|
-1%
|
|
