|
101
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$315K
|
+$84K
|
+1,435
|
+39%
|
|
|
102
|
Lantern Wealth Advisors
Melville,
New York
|
$312K
|
–
|
–
|
–
|
|
|
103
|
Gould Asset Management
Claremont,
California
|
$312K
|
–
|
–
|
–
|
|
|
104
|
Rothschild Capital Partners
New York
|
$308K
|
–
|
–
|
–
|
|
|
105
|
Private Advisor Group
Morristown,
New Jersey
|
$286K
|
-$29.4K
|
-502
|
-10%
|
|
|
106
|
NCM Capital Management
Ramsey,
New Jersey
|
$285K
|
–
|
–
|
–
|
|
|
107
|
EP Wealth Advisors
Torrance,
California
|
$283K
|
+$3.28K
|
+56
|
+1%
|
|
|
108
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$281K
|
-$23.8K
|
-407
|
-8%
|
|
|
109
|
Parkside Advisors
Berkeley,
California
|
$270K
|
–
|
–
|
–
|
|
|
110
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$265K
|
+$253K
|
+4,329
|
New
|
|
|
111
|
Avidian Wealth Enterprises
Houston,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
112
|
Transcend Capital Advisors
Madison,
New Jersey
|
$260K
|
-$10.6K
|
-181
|
-4%
|
|
|
113
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$259K
|
–
|
–
|
–
|
|
|
114
|
Wealthstream Advisors
New York
|
$259K
|
–
|
–
|
–
|
|
|
115
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$257K
|
–
|
–
|
–
|
|
|
116
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$253K
|
-$12K
|
-205
|
-5%
|
|
|
117
|
Clayton Financial Group
St. Louis,
Missouri
|
$253K
|
-$22.5K
|
-384
|
-8%
|
|
|
118
|
Joel Isaacson & Co
New York
|
$245K
|
–
|
–
|
–
|
|
|
119
|
Summit Financial
Parsippany,
New Jersey
|
$243K
|
-$2.87K
|
-49
|
-1%
|
|
|
120
|
NWAM LLC
Mercer Island,
Washington
|
$242K
|
+$232K
|
+3,962
|
New
|
|
|
121
|
Avantax Advisory Services
Dallas,
Texas
|
$240K
|
-$28.6K
|
-488
|
-11%
|
|
|
122
|
Great Diamond Partners
Portland,
Maine
|
$228K
|
-$4.51K
|
-77
|
-2%
|
|
|
123
|
Spire Wealth Management
Mclean,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
124
|
Lido Advisors
Los Angeles,
California
|
$220K
|
+$308K
|
+5,265
|
New
|
|
|
125
|
Alaethes Wealth
Glenbrook,
Nevada
|
$215K
|
+$206K
|
+3,519
|
New
|
|
