|
101
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$298K
|
+$291K
|
+5,820
|
New
|
|
|
102
|
World Investment Advisors
Santa Barbara,
California
|
$291K
|
+$285K
|
+5,694
|
New
|
|
|
103
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$288K
|
-$4.75K
|
-95
|
-2%
|
|
|
104
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$285K
|
+$34.2K
|
+685
|
+14%
|
|
|
105
|
Concurrent Investment Advisors
Tampa,
Florida
|
$274K
|
+$268K
|
+5,359
|
New
|
|
|
106
|
Buck Wealth Strategies
Denver,
Colorado
|
$269K
|
–
|
–
|
–
|
|
|
107
|
Avidian Wealth Enterprises
Houston,
Texas
|
$266K
|
–
|
–
|
–
|
|
|
108
|
VestGen Advisors
Inverness,
Illinois
|
$264K
|
–
|
–
|
–
|
|
|
109
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
110
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$252K
|
-$449K
|
-8,971
|
-65%
|
|
|
111
|
Alpha Financial Partners
Lexington,
Kentucky
|
$252K
|
+$246K
|
+4,926
|
New
|
|
|
112
|
Savvy Advisors Inc
New York
|
$250K
|
-$125K
|
-2,497
|
-34%
|
|
|
113
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$246K
|
-$25K
|
-500
|
-9%
|
|
|
114
|
Merit Financial Group
Alpharetta,
Georgia
|
$245K
|
-$61K
|
-1,221
|
-20%
|
|
|
115
|
PFG Advisors
Phoenix,
Arizona
|
$234K
|
-$15.4K
|
-309
|
-6%
|
|
|
116
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$232K
|
+$227K
|
+4,537
|
New
|
|
|
117
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$229K
|
-$29.7K
|
-594
|
-12%
|
|
|
118
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
119
|
Central Valley Advisors
Sacramento,
California
|
$225K
|
–
|
–
|
–
|
|
|
120
|
Capasso Planning Partners
Charleston,
South Carolina
|
$222K
|
-$150
|
-3
|
-0.1%
|
|
|
121
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$217K
|
+$212K
|
+4,244
|
New
|
|
|
122
|
Archer Investment Corporation
Carmel,
Indiana
|
$207K
|
–
|
–
|
–
|
|
|
123
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$203K
|
-$633K
|
-12,665
|
-76%
|
|
|
124
|
NBC Securities
Birmingham,
Alabama
|
$200K
|
-$14.1K
|
-282
|
-7%
|
|
|
125
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$157K
|
–
|
–
|
–
|
|
