|
301
|
Elevation Wealth Partners
Santa Rosa,
California
|
$939K
|
+$979K
|
+36,993
|
New
|
|
|
302
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$934K
|
+$974K
|
+36,813
|
New
|
|
|
303
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$930K
|
-$10.9K
|
-411
|
-1%
|
|
|
304
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$930K
|
-$10.9K
|
-411
|
-1%
|
|
|
305
|
Comerica Bank
Dallas,
Texas
|
$928K
|
+$69.8K
|
+2,637
|
+8%
|
|
|
306
|
Shearwater Capital
Denver,
Colorado
|
$910K
|
–
|
–
|
–
|
|
|
307
|
Krilogy Financial
St. Louis,
Missouri
|
$907K
|
–
|
–
|
–
|
|
|
308
|
Saxony Capital Management
St. Louis,
Missouri
|
$905K
|
-$689K
|
-26,052
|
-42%
|
|
|
309
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$903K
|
-$696K
|
-26,290
|
-42%
|
|
|
310
|
Wealthfront Advisers
Palo Alto,
California
|
$894K
|
+$121K
|
+4,560
|
+15%
|
|
|
311
|
LAM Group
Lake Oswego,
Oregon
|
$892K
|
+$188K
|
+7,105
|
+25%
|
|
|
312
|
Morton Capital Management
Calabasas,
California
|
$887K
|
-$31.4K
|
-1,186
|
-3%
|
|
|
313
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$883K
|
-$97.3K
|
-3,679
|
-10%
|
|
|
314
|
L & S Advisors
Los Angeles,
California
|
$881K
|
-$48.1K
|
-1,817
|
-5%
|
|
|
315
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$869K
|
-$611K
|
-23,095
|
-40%
|
|
|
316
|
Retirement Guys Formula
Maumee,
Ohio
|
$848K
|
-$131K
|
-4,937
|
-13%
|
|
|
317
|
Foster & Motley
Cincinnati,
Ohio
|
$847K
|
-$16.4K
|
-620
|
-2%
|
|
|
318
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$844K
|
-$12.6K
|
-475
|
-1%
|
|
|
319
|
Avior Wealth Management
Omaha,
Nebraska
|
$824K
|
-$223K
|
-8,432
|
-21%
|
|
|
320
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$804K
|
+$837K
|
+31,635
|
+53,619%
|
|
|
321
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$803K
|
–
|
–
|
–
|
|
|
322
|
Archer Investment Management
Austin,
Texas
|
$750K
|
+$782K
|
+29,550
|
New
|
|
|
323
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$729K
|
+$104K
|
+3,917
|
+16%
|
|
|
324
|
Farther Finance Advisors
San Francisco,
California
|
$711K
|
-$598K
|
-22,594
|
-45%
|
|
|
325
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$707K
|
+$4.39K
|
+166
|
+0.6%
|
|
