|
201
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$40.2K
|
+$42.3K
|
+622
|
New
|
|
|
202
|
Jones Financial Companies
Des Peres,
Missouri
|
$32.9K
|
–
|
–
|
–
|
|
|
203
|
ORG Partners
Roanoke,
Indiana
|
$32.6K
|
+$5.24K
|
+77
|
+18%
|
|
|
204
|
Tortoise Investment Management
White Plains,
New York
|
$30.4K
|
–
|
–
|
–
|
|
|
205
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$27.1K
|
+$28.6K
|
+420
|
New
|
|
|
206
|
|
$26.3K
|
–
|
–
|
–
|
|
|
207
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$24.8K
|
+$26K
|
+383
|
New
|
|
|
208
|
|
$23.7K
|
+$24.9K
|
+367
|
New
|
|
|
209
|
Fedenia Advisers
Madison,
Wisconsin
|
$20K
|
+$21.1K
|
+310
|
New
|
|
|
210
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.6K
|
+$1.02K
|
+15
|
+5%
|
|
|
211
|
IFG Advisory
Atlanta,
Georgia
|
$14.5K
|
+$1.02M
|
+15,000
|
New
|
|
|
212
|
Global Financial Private Client
Sarasota,
Florida
|
$14.2K
|
+$1.29K
|
+19
|
+10%
|
|
|
213
|
AmeriFlex Group
Las Vegas,
Nevada
|
$14.1K
|
+$14.3K
|
+210
|
New
|
|
|
214
|
CVA Family Office
Denver,
Colorado
|
$12.7K
|
–
|
–
|
–
|
|
|
215
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$10.7K
|
+$11.3K
|
+166
|
New
|
|
|
216
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$6.46K
|
-$147K
|
-2,159
|
-96%
|
|
|
217
|
PSI Advisors
Tampa,
Florida
|
$5.37K
|
+$136
|
+2
|
+2%
|
|
|
218
|
Decker Retirement Planning
Levi,
Utah
|
$5.04K
|
+$5.3K
|
+78
|
New
|
|
|
219
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$3.88K
|
–
|
–
|
–
|
|
|
220
|
Parallel Advisors
San Francisco,
California
|
$2.65K
|
+$2.79K
|
+41
|
New
|
|
|
221
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.26K
|
–
|
–
|
–
|
|
|
222
|
Tucker Asset Management
Littleton,
Colorado
|
$775
|
–
|
–
|
–
|
|
|
223
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$17
|
-$5.03K
|
-74
|
Closed
|
|
|
224
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$6.7M
|
-93,030
|
Closed
|
|
|
225
|
Citadel Advisors
Miami,
Florida
|
–
|
-$4.5M
|
-62,497
|
Closed
|
|
