|
401
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$15.1M
|
-$76.9K
|
-455
|
-0.5%
|
|
|
402
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$14.8M
|
+$1.56M
|
+9,211
|
+12%
|
|
|
403
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$14.8M
|
+$517K
|
+3,061
|
+4%
|
|
|
404
|
Tortoise Investment Management
White Plains,
New York
|
$14.7M
|
+$587K
|
+3,477
|
+4%
|
|
|
405
|
Breakwater Capital Group
Paramus,
New Jersey
|
$14.7M
|
+$219K
|
+1,294
|
+2%
|
|
|
406
|
First National Bank of Omaha
Omaha,
Nebraska
|
$14.6M
|
-$148K
|
-877
|
-1%
|
|
|
407
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.5M
|
+$4.35M
|
+25,769
|
+46%
|
|
|
408
|
Rinkey Investments
San Diego,
California
|
$14.5M
|
-$1.44M
|
-8,527
|
-9%
|
|
|
409
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$14.5M
|
-$524K
|
-3,103
|
-4%
|
|
|
410
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$14.4M
|
+$210K
|
+1,243
|
+2%
|
|
|
411
|
Steele Capital Management
Dubuque,
Iowa
|
$14.4M
|
+$877K
|
+5,192
|
+7%
|
|
|
412
|
Essex Financial Services
Essex,
Connecticut
|
$14.4M
|
+$30.4K
|
+180
|
+0.2%
|
|
|
413
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$14.4M
|
-$1.77M
|
-10,490
|
-11%
|
|
|
414
|
Cambridge Associates
Boston,
Massachusetts
|
$14.3M
|
–
|
–
|
–
|
|
|
415
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$14.2M
|
+$5.13M
|
+30,366
|
+60%
|
|
|
416
|
UMB Bank
Kansas City,
Missouri
|
$14.2M
|
-$50.3K
|
-298
|
-0.4%
|
|
|
417
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.2M
|
+$1.16M
|
+6,842
|
+9%
|
|
|
418
|
Plum Street Advisors
New Orleans,
Louisiana
|
$14.2M
|
-$56.9K
|
-337
|
-0.4%
|
|
|
419
|
Farther Finance Advisors
San Francisco,
California
|
$14.2M
|
+$375K
|
+2,218
|
+3%
|
|
|
420
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$14M
|
+$1.24M
|
+7,332
|
+10%
|
|
|
421
|
TKG Advisors
Valparaiso,
Indiana
|
$14M
|
+$116K
|
+684
|
+0.9%
|
|
|
422
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$14M
|
+$1.99M
|
+11,760
|
+18%
|
|
|
423
|
Berger Financial Group
Plymouth,
Minnesota
|
$14M
|
+$3.72K
|
+22
|
+0%
|
|
|
424
|
Harbour Investments
Madison,
Wisconsin
|
$13.9M
|
+$604K
|
+3,578
|
+5%
|
|
|
425
|
Oppenheimer & Co
New York
|
$13.9M
|
+$1.96M
|
+11,593
|
+17%
|
|
