|
201
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.8M
|
+$1.57M
|
+21,661
|
+6%
|
|
|
202
|
Sound Stewardship
Overland Park,
Kansas
|
$27.3M
|
+$1.32M
|
+18,174
|
+5%
|
|
|
203
|
Principal Securities
Des Moines,
Iowa
|
$26.9M
|
–
|
–
|
–
|
|
|
204
|
Karpus Investment Management
Pittsford,
New York
|
$26.8M
|
-$11M
|
-152,160
|
-29%
|
|
|
205
|
Level Wealth Management
Greensboro,
North Carolina
|
$26.7M
|
+$1.9M
|
+26,164
|
+8%
|
|
|
206
|
Gotham Asset Management
New York
|
$26M
|
+$2.05M
|
+28,190
|
+9%
|
|
|
207
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$26M
|
+$1.98M
|
+27,251
|
+8%
|
|
|
208
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$25.5M
|
-$371K
|
-5,107
|
-1%
|
|
|
209
|
Victory Capital Management
San Antonio,
Texas
|
$25.5M
|
–
|
–
|
–
|
|
|
210
|
BHK Investment Advisors
Birmingham,
Alabama
|
$25.4M
|
-$1.21M
|
-16,699
|
-5%
|
|
|
211
|
Prudent Man Advisors
Naperville,
Illinois
|
$25.3M
|
+$1.93M
|
+26,619
|
+8%
|
|
|
212
|
Gibson Wealth Advisors
Tyler,
Texas
|
$25.1M
|
+$1.41M
|
+19,425
|
+6%
|
|
|
213
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25.1M
|
-$2.12M
|
-29,277
|
-8%
|
|
|
214
|
Private Advisor Group
Morristown,
New Jersey
|
$24.9M
|
-$1.22M
|
-16,823
|
-5%
|
|
|
215
|
Tenon Financial
Metuchen,
New Jersey
|
$24.7M
|
+$2.73M
|
+37,685
|
+13%
|
|
|
216
|
Hills Bank & Trust
North Liberty,
Iowa
|
$24.6M
|
+$749K
|
+10,321
|
+3%
|
|
|
217
|
G2 Capital Management
Columbus,
Ohio
|
$23.9M
|
-$5.8M
|
-79,940
|
-20%
|
|
|
218
|
Carr Financial Group
Worcester,
Massachusetts
|
$23.9M
|
+$1.19M
|
+16,442
|
+5%
|
|
|
219
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$23.8M
|
-$140K
|
-1,924
|
-0.6%
|
|
|
220
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$23.8M
|
+$1.47M
|
+20,282
|
+7%
|
|
|
221
|
Quantum Financial Planning Services
Spokane,
Washington
|
$23.7M
|
+$1.93M
|
+26,629
|
+9%
|
|
|
222
|
The Family Firm
Bethesda,
Maryland
|
$23.2M
|
-$21.7M
|
-299,057
|
-49%
|
|
|
223
|
Main Management
San Francisco,
California
|
$23.2M
|
+$12.9M
|
+177,674
|
+129%
|
|
|
224
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$23.1M
|
-$1.81M
|
-25,000
|
-7%
|
|
|
225
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$23.1M
|
+$528K
|
+7,282
|
+2%
|
|
