|
101
|
Orion Capital Management
Coronado,
California
|
$260K
|
+$165K
|
+7,790
|
+173%
|
|
|
102
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$252K
|
+$252K
|
+11,893
|
New
|
|
|
103
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$224K
|
+$225K
|
+10,599
|
New
|
|
|
104
|
Northwest Wealth Management
Spencer,
Iowa
|
$214K
|
+$215K
|
+10,127
|
New
|
|
|
105
|
|
$213K
|
+$213K
|
+10,066
|
New
|
|
|
106
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$202K
|
+$202K
|
+9,532
|
New
|
|
|
107
|
Allworth Financial
Folsom,
California
|
$182K
|
+$86.4K
|
+4,078
|
+90%
|
|
|
108
|
TCI Wealth Advisors
Tucson,
Arizona
|
$158K
|
+$49.7K
|
+2,345
|
+46%
|
|
|
109
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
+$154K
|
+7,283
|
New
|
|
|
110
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$148K
|
+$25.7K
|
+1,215
|
+21%
|
|
|
111
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$99K
|
+$99.2K
|
+4,683
|
New
|
|
|
112
|
Blume Capital Management
Berkeley,
California
|
$91.5K
|
+$91.6K
|
+4,325
|
New
|
|
|
113
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$86K
|
+$86.3K
|
+4,074
|
New
|
|
|
114
|
|
$44.1K
|
+$44.2K
|
+2,086
|
New
|
|
|
115
|
SJS Investment Consulting
Sylvania,
Ohio
|
$32.3K
|
+$23.1K
|
+1,090
|
+249%
|
|
|
116
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$31K
|
+$28.6K
|
+1,349
|
+1,349%
|
|
|
117
|
Advisornet Financial
Minnetonka,
Minnesota
|
$18K
|
+$11.7K
|
+551
|
+182%
|
|
|
118
|
Rockefeller Capital Management
New York
|
$12K
|
-$1.72K
|
-81
|
-12%
|
|
|
119
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
+$10.7K
|
+506
|
New
|
|
|
120
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$8.08K
|
+$8.09K
|
+382
|
New
|
|
|
121
|
Bessemer Group
Woodbridge,
New Jersey
|
$8K
|
+$8.01K
|
+378
|
New
|
|
|
122
|
Belpointe Asset Management
Reno,
Nevada
|
$1.52K
|
+$1.53K
|
+72
|
New
|
|
|
123
|
Dimensional Fund Advisors
Austin,
Texas
|
–
|
-$2.06M
|
-100,000
|
Closed
|
|
|
124
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$1.4M
|
-66,951
|
Closed
|
|
|
125
|
Citadel Advisors
Miami,
Florida
|
–
|
-$437K
|
-21,238
|
Closed
|
|
