|
101
|
Asset Allocation Strategies
Farmington,
Michigan
|
$328K
|
+$376K
|
+5,382
|
New
|
|
|
102
|
Oakworth Capital
Birmingham,
Alabama
|
$309K
|
+$285K
|
+4,073
|
New
|
|
|
103
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$282K
|
+$260K
|
+3,720
|
New
|
|
|
104
|
Formidable Asset Management
Cincinnati,
Ohio
|
$282K
|
+$259K
|
+3,711
|
New
|
|
|
105
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$280K
|
+$258K
|
+3,687
|
New
|
|
|
106
|
Howard Capital Management Group
Los Angeles,
California
|
$274K
|
+$253K
|
+3,617
|
New
|
|
|
107
|
Mission Wealth Management
Santa Barbara,
California
|
$259K
|
+$238K
|
+3,409
|
New
|
|
|
108
|
Chesapeake Capital Corp
Tampa,
Florida
|
$257K
|
+$237K
|
+3,388
|
New
|
|
|
109
|
Tidal Investments
Milwaukee,
Wisconsin
|
$257K
|
+$237K
|
+3,388
|
New
|
|
|
110
|
Global Endowment Management
Charlotte,
North Carolina
|
$255K
|
–
|
–
|
–
|
|
|
111
|
Deuterium Capital Management
Clearwater,
Florida
|
$253K
|
+$233K
|
+3,333
|
New
|
|
|
112
|
LRI Investments
Palm Beach Gardens,
Florida
|
$253K
|
+$233K
|
+3,333
|
New
|
|
|
113
|
VCI Wealth Management
St Louis,
Missouri
|
$253K
|
+$233K
|
+3,333
|
New
|
|
|
114
|
Transcend Capital Advisors
Madison,
New Jersey
|
$251K
|
+$231K
|
+3,307
|
New
|
|
|
115
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$235K
|
+$216K
|
+3,096
|
New
|
|
|
116
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$234K
|
+$216K
|
+3,083
|
New
|
|
|
117
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$231K
|
+$213K
|
+3,050
|
New
|
|
|
118
|
ARK Investment Management
St. Petersburg,
Florida
|
$214K
|
-$244K
|
-3,494
|
-55%
|
|
|
119
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$213K
|
+$196K
|
+2,806
|
New
|
|
|
120
|
Geneos Wealth Management
Englewood,
Colorado
|
$209K
|
+$192K
|
+2,753
|
New
|
|
|
121
|
Sepio Capital
Salt Lake City,
Utah
|
$208K
|
+$192K
|
+2,742
|
New
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$185K
|
+$170K
|
+2,435
|
New
|
|
|
123
|
Richard W. Paul & Associates
Novi,
Michigan
|
$178K
|
+$21K
|
+301
|
+15%
|
|
|
124
|
First Horizon Advisors
Memphis,
Tennessee
|
$175K
|
-$20.7K
|
-296
|
-11%
|
|
|
125
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$164K
|
-$19.6K
|
-280
|
-11%
|
|
