|
401
|
Strategic Wealth Partners
Independence,
Ohio
|
$12K
|
+$12K
|
+841
|
New
|
|
|
402
|
Holloway Wealth Management
Gainesville,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
403
|
TrueWealth LLC
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
404
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$9K
|
+$3.08K
|
+216
|
+50%
|
|
|
405
|
Advisors Asset Management
Monument,
Colorado
|
$9K
|
+$5.13K
|
+359
|
+122%
|
|
|
406
|
Optimum Investment Advisors
Chicago,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
407
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.37K
|
+$6.28K
|
+440
|
New
|
|
|
408
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
409
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6K
|
+$328
|
+23
|
+5%
|
|
|
410
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
+$6K
|
+420
|
New
|
|
|
411
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
–
|
–
|
–
|
|
|
412
|
Hudock Inc
Williamsport,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
413
|
Fred Alger Management
New York
|
$4K
|
-$5.6K
|
-392
|
-56%
|
|
|
414
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4K
|
–
|
–
|
–
|
|
|
415
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$4K
|
+$557
|
+39
|
+15%
|
|
|
416
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3K
|
–
|
–
|
–
|
|
|
417
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
418
|
SRH Advisors
Salina,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
419
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2K
|
-$20.9K
|
-1,463
|
-91%
|
|
|
420
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
421
|
Gemmer Asset Management
Walnut Creek,
California
|
$2K
|
+$200
|
+14
|
+9%
|
|
|
422
|
Creative Financial Designs
Kokomo,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
423
|
|
$1K
|
+$2.08K
|
+146
|
+471%
|
|
|
424
|
Brave Warrior Advisors
New York
|
–
|
-$99.7M
|
-7,168,014
|
Closed
|
|
|
425
|
Davis Selected Advisers
Tucson,
Arizona
|
–
|
-$27.8M
|
-1,997,124
|
Closed
|
|
