|
401
|
Occidental Asset Management
Burlingame,
California
|
$1.84M
|
+$118K
|
+1,034
|
+7%
|
|
|
402
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.84M
|
+$14.4K
|
+126
|
+0.8%
|
|
|
403
|
Hamel Associates
Chatham,
New Jersey
|
$1.82M
|
–
|
–
|
–
|
|
|
404
|
Greenspring Advisors
Towson,
Maryland
|
$1.81M
|
–
|
–
|
–
|
|
|
405
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.81M
|
+$1M
|
+8,768
|
+121%
|
|
|
406
|
Unison Advisors
Washington,
District of Columbia
|
$1.78M
|
+$23.7K
|
+207
|
+1%
|
|
|
407
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.77M
|
-$63.8K
|
-558
|
-3%
|
|
|
408
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1.76M
|
-$450K
|
-3,941
|
-20%
|
|
|
409
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$1.73M
|
+$15.8K
|
+138
|
+0.9%
|
|
|
410
|
Lantz Financial
Naperville,
Illinois
|
$1.72M
|
-$16K
|
-140
|
-0.9%
|
|
|
411
|
Wills Financial Group
Richmond,
Virginia
|
$1.72M
|
+$1.74M
|
+15,232
|
New
|
|
|
412
|
Matrix Trust Company
Denver,
Colorado
|
$1.7M
|
+$908K
|
+7,947
|
+111%
|
|
|
413
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.7M
|
+$88.1K
|
+771
|
+5%
|
|
|
414
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.67M
|
+$790K
|
+6,917
|
+87%
|
|
|
415
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.67M
|
+$911K
|
+7,968
|
+116%
|
|
|
416
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.67M
|
-$58.9K
|
-515
|
-3%
|
|
|
417
|
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
|
$1.65M
|
+$22.9K
|
+200
|
+1%
|
|
|
418
|
Wealthspire Advisors (New York)
New York
|
$1.64M
|
+$141K
|
+1,230
|
+9%
|
|
|
419
|
Poehling Capital Management
Madison,
Wisconsin
|
$1.64M
|
+$36.7K
|
+321
|
+2%
|
|
|
420
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.62M
|
-$24.1K
|
-211
|
-1%
|
|
|
421
|
MAI Capital Management
Independence,
Ohio
|
$1.6M
|
-$80.6K
|
-705
|
-5%
|
|
|
422
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.58M
|
+$52.6K
|
+460
|
+3%
|
|
|
423
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.57M
|
+$108K
|
+942
|
+7%
|
|
|
424
|
JGP Wealth Management
Bend,
Oregon
|
$1.56M
|
+$55.5K
|
+486
|
+4%
|
|
|
425
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$1.56M
|
+$40.9K
|
+358
|
+3%
|
|
