|
201
|
Atria Investments
Charlotte,
North Carolina
|
$4.59M
|
-$1.4M
|
-29,000
|
-22%
|
|
|
202
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.51M
|
+$1.13M
|
+23,490
|
+30%
|
|
|
203
|
Strategic Asset Management
Rochester,
Minnesota
|
$4.5M
|
-$11.1K
|
-231
|
-0.2%
|
|
|
204
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.46M
|
+$287K
|
+5,951
|
+6%
|
|
|
205
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.45M
|
+$447K
|
+9,282
|
+10%
|
|
|
206
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$4.38M
|
+$80.1K
|
+1,662
|
+2%
|
|
|
207
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$4.33M
|
-$115K
|
-2,385
|
-2%
|
|
|
208
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.3M
|
+$55.9K
|
+1,161
|
+1%
|
|
|
209
|
BlackDiamond Wealth Management
New York
|
$3.95M
|
+$46.8K
|
+972
|
+1%
|
|
|
210
|
GeoWealth Management
Chicago,
Illinois
|
$3.9M
|
-$3.75M
|
-77,831
|
-47%
|
|
|
211
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.9M
|
+$1.89M
|
+39,219
|
+81%
|
|
|
212
|
Independent Wealth Network
Urbandale,
Iowa
|
$3.88M
|
+$189K
|
+3,921
|
+5%
|
|
|
213
|
Roosevelt Investment Group
New York
|
$3.81M
|
-$73.2K
|
-1,519
|
-2%
|
|
|
214
|
American Century Companies
Kansas City,
Missouri
|
$3.75M
|
-$1.94M
|
-40,200
|
-32%
|
|
|
215
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.56M
|
-$695K
|
-14,420
|
-15%
|
|
|
216
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.48M
|
-$4.29K
|
-89
|
-0.1%
|
|
|
217
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.44M
|
+$8.87K
|
+184
|
+0.2%
|
|
|
218
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.42M
|
-$144K
|
-2,994
|
-4%
|
|
|
219
|
Cerity Partners OCIO
New York
|
$3.37M
|
+$1.11M
|
+23,100
|
+44%
|
|
|
220
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.35M
|
+$2.72M
|
+56,354
|
+294%
|
|
|
221
|
PFG Advisors
Phoenix,
Arizona
|
$3.3M
|
+$1.19M
|
+24,676
|
+50%
|
|
|
222
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.28M
|
+$2.92M
|
+60,674
|
+456%
|
|
|
223
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$3.28M
|
+$167K
|
+3,475
|
+5%
|
|
|
224
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$3.23M
|
-$158K
|
-3,282
|
-4%
|
|
|
225
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.18M
|
+$1.45M
|
+30,097
|
+72%
|
|
