|
401
|
Roundview Capital
Princeton,
New Jersey
|
$18.5M
|
+$771K
|
+2,111
|
+4%
|
|
|
402
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.4M
|
+$556K
|
+1,522
|
+3%
|
|
|
403
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$18.4M
|
+$697K
|
+1,907
|
+4%
|
|
|
404
|
Banta Asset Management
Newport Beach,
California
|
$18.3M
|
-$992K
|
-2,715
|
-5%
|
|
|
405
|
Ratio Wealth Group
Denver,
Colorado
|
$18.3M
|
-$81.1K
|
-222
|
-0.4%
|
|
|
406
|
Financial Management Professionals
Austin,
Texas
|
$18.1M
|
+$727K
|
+1,991
|
+4%
|
|
|
407
|
Momentum Advisors
New York
|
$17.8M
|
+$561K
|
+1,535
|
+3%
|
|
|
408
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17.7M
|
-$310K
|
-850
|
-2%
|
|
|
409
|
GenWealth Group
Maplewood,
New Jersey
|
$17.6M
|
-$670K
|
-1,834
|
-3%
|
|
|
410
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$17.6M
|
+$664K
|
+1,818
|
+4%
|
|
|
411
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$17.4M
|
+$1.01M
|
+2,760
|
+5%
|
|
|
412
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.3M
|
-$24.1M
|
-66,003
|
-56%
|
|
|
413
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$17.2M
|
+$11K
|
+30
|
+0.1%
|
|
|
414
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$17.2M
|
-$1.21M
|
-3,306
|
-6%
|
|
|
415
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$17.1M
|
+$5.18M
|
+14,185
|
+37%
|
|
|
416
|
Stephens Consulting
Flint,
Michigan
|
$17.1M
|
+$324K
|
+888
|
+2%
|
|
|
417
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$17M
|
+$664K
|
+1,819
|
+4%
|
|
|
418
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$16.9M
|
+$1.03M
|
+2,818
|
+6%
|
|
|
419
|
Sompo Asset Management
Tokyo,
Japan
|
$16.9M
|
+$401K
|
+1,097
|
+2%
|
|
|
420
|
Savant Capital
Rockford,
Illinois
|
$16.8M
|
+$412K
|
+1,127
|
+2%
|
|
|
421
|
First Trust Advisors
Wheaton,
Illinois
|
$16.8M
|
+$2.7M
|
+7,383
|
+17%
|
|
|
422
|
|
$16.7M
|
-$1.64M
|
-4,500
|
-9%
|
|
|
423
|
Avior Wealth Management
Omaha,
Nebraska
|
$16.5M
|
+$1.15M
|
+3,135
|
+7%
|
|
|
424
|
Synovus Financial
Columbus,
Georgia
|
$16.5M
|
+$3.36M
|
+9,202
|
+22%
|
|
|
425
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$16.5M
|
-$432K
|
-1,182
|
-2%
|
|
